The Complete Paylocity Integration Guide
- 5 days ago
- 3 min read
Benefits administration should not require your HR team to act as a data relay between Paylocity and every carrier in your benefits lineup. Yet for many organizations, that is exactly what happens. Someone pulls a report, reformats it, uploads it somewhere, and hopes nothing was missed in the process. Multiply that by every carrier, every life event, and every open enrollment, and you have a serious hidden cost.
Connecting Paylocity to Benefit Cloud eliminates that cycle. Our integration reads your employee and payroll data directly from Paylocity using read-only API access, then routes it automatically to your benefits carriers. No exports, no reformatting, no manual uploads.
The Paylocity API uses OAuth 2.0, and access is granted through your Paylocity account representative rather than a self-service portal. That means there is one coordination step before you can collect your credentials, but the whole process is straightforward. Here is how to get it done.
Step 1: Download the Access Request Form
Benefit Cloud has prepared a pre-filled Access Request form with the exact API scopes we need. All access is read-only, meaning we can only pull data and cannot make any changes to your Paylocity account.
Visit the Benefit Cloud portal at app.benefitcloud.io/resources/guides/integrations/paylocity.
Download the Paylocity Web Services Access Request form.
Review the form to confirm the information looks correct for your account.
Step 2: Forward the Form to Your Paylocity Representative
Once you have reviewed the form, send it to your Paylocity account representative with a note that you are setting up an API integration with Benefit Cloud. Your rep will initiate the access provisioning process on Paylocity's end.
Email the completed form to your Paylocity account representative.
Let them know the integration is for Benefit Cloud and that you are requesting Web Services API access.
Ask your rep whether Paylocity has issued a more recent version of the form, in case they need an updated copy.
Paylocity controls who gets API access, so this step is required. The access Benefit Cloud requests covers GET requests only. We read data but cannot make any changes in your system.
Step 3: Wait for Paylocity to Grant API Access
After your rep processes the request, Paylocity will issue your API credentials. Timelines vary, but your representative can give you an estimate when you submit the form. Once access is granted, you will receive a Client ID and Client Secret.
Step 4: Collect Your Credentials
Once Paylocity confirms API access has been granted, gather the following three pieces of information:
Company ID(s): The numeric identifier Paylocity uses for your organization. If you have multiple companies or subsidiaries, list all of them.
Client ID: Issued by Paylocity when Web Services API access is granted.
Client Secret: Issued alongside the Client ID. Treat this like a password and do not share it over unencrypted email.
Step 5: Submit Credentials to Benefit Cloud
Share your credentials securely through the Benefit Cloud portal. All values are encrypted immediately on submission.
Log into the Benefit Cloud portal at app.benefitcloud.io.
Navigate to Resources and select the Paylocity Integration Guide.
Use the secure form to submit your Company ID(s), Client ID, and Client Secret.
Submit the form. The Benefit Cloud team will confirm receipt and begin testing the connection.
Step 6: Integration Complete
Once credentials are submitted, here is what to expect:
Benefit Cloud tests the API connection to your Paylocity account.
Our team configures data mapping based on your specific carrier feed requirements.
You receive confirmation once the integration is live.
Data syncs automatically on your agreed schedule from that point forward.
Ready to automate your benefits data?
Book a demo to get started with Benefit Cloud today.