Creating an extended integration for Paylocity users

Let Oomnitza be your single source of truth!

The Paylocity user load pulls a list of employees from Paylocity into Oomnitza. For further information see Paylocity API Documentation: Get all employees.

You'll get visibility of your Paylocity users as data from Paylocity is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and Paylocity in minutes

Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

• Configurable dashboards and list views of key user information
• Configurable reports to share information about users with your colleagues and management

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Creating the user integration

Creating custom mappings

Before you start

Before you can create the integration with Oomnitza, you need to have added your Paylocity credentials to Oomnitza.

When you create the integration, you need to supply your Company ID. You can find your Company ID to the right of the Company Name at the top left corner of the Paylocity user interface. See Paylocity Documentation: Locate Company Identification.

Creating the user integration

1. In Oomnitza, click Configuration > Integrations > Overview.
2. Click Block view .
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. In the sidebar, search for the integration.
6. Click ADD.

Integration details overview

More information is provided about the following fields to help you complete the integration:

• User only. Add user records.
• User plus SaaS user. Add user and SaaS user records. 

The benefit of adding SaaS user records is that you can run a workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that can be retrieved depends on whether SaaS user workflows are available for the integration. 

Installation types

• Cloud. Store credentials in the Oomnitza cloud.
• Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication. 

Integration preferences

• Create & Update. Add and update records.
• Create only. Add records.
• Update only. Update records.

Editing the integration details

1. Click Edit .
2. Make your changes.

Editing the credential details

If you selected Cloud as the installation type, choose one of the following options:

• Select the credentials that were created for the integration.
• Edit the credentials that were created for the integration.
• Create new credentials

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.

1. Click Edit .
2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit .

  Selecting Edit integration to add rules for syncing data. Filtering integration results.  
 

You can add new fields to your integration by selecting Add new field   on the mapping page. 
Creating custom API fields. 

Creating custom mappings

Map the Paylocity fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete these actions:

1. Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
2. Create a custom mapping for the Paylocity User ID field. To do this, complete these steps:
   1. Click the down arrow on the User ID field.
   2. Select Add new Oomnitza users field.
   3. Change the name of the new field to Paylocity User ID. 
   4. Select the Unique checkbox.
   5. Click CREATE. 
3. Map the Status and Status Code to existing Oomnitza fields by clicking the down arrow next to the field name. Alternatively, map them to custom Oomnitza fields by selecting Add new Oomnitza users field.

Mandatory fields

1. Ensure that the Email is mapped on the Oomnitza side (required for integration).
2. Ensure that the Username is mapped on the Oomnitza side (required for integration).
3. Select the Role field on the Oomnitza mapping side.
4. Choose a suitable role from the list (a defined role is necessary for the integration)
5. Assign a sync key to a unique field, such as the Paylocity User ID. 
6. Click UPDATE.

Tracking information for user loads 

When the integration is run, you can track the name of the credentials that were used and the source of the data. To do this, you map the following fields to Oomnitza:   

• Connect: Company ID
• Connect: Credentials

Standard Paylocity to Oomnitza mappings

The following Paylocity fields can be mapped to Oomnitza:

ID: Employee ID
Status: Work status. Common values are A(Active),L(Leave of Absence),T (Terminated).
Status Code: Work status type. Common values are RFT (Regular Full Time), RPT (Regular Part Time), SNL (Seasonal), TFT (Temporary Full Time), TPT (Temporary Part Time).

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

If you selected Cloud as the installation type when creating the integration, see Running an extended integration

If you selected Local as the installation type when creating the integration, see Running an extended integration locally.

Viewing data ingested by Oomnitza

Viewing ingested asset data

For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.

Viewing ingested user data

For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab. 

Related Links

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets, learn how to:

• Configure dashboards for your users and software
• Configure custom reports about your users and software
• Create workflows to automate tasks

See Getting started for more information.

Did you know
You can also create workflows for Paylocity users.
Creating workflows for Paylocity users