Paylocity to Smartsheet

Automatically Export & Sync Paylocity Data to Smartsheet

Paylocity
a black arrow pointing to the right
Smartsheet
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

Employees+Details
Pre-blended combo set DETAILS
Employees+Earnings
Pre-blended combo set EARNINGS
Employees+PayStatements-2021
Pre-blended combo set STATEMENTS
Employees+PayStatements-2022
Pre-blended combo set STATEMENTS
Employees+PayStatements-2023
Pre-blended combo set STATEMENTS
Employees+PayStatements-2024
Pre-blended combo set STATEMENTS
Employees+PayStatements-2025
Pre-blended combo set STATEMENTS

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from Paylocity.

If you only need to export your data one time, check the website of Paylocity to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with Paylocity.
Paylocity is an American company which provides cloud-based payroll and human capital management software.
Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Smartsheet is a software as a service offering for collaboration and work management, developed and marketed by Smartsheet Inc.

File Formats

Smartsheet

Integration Flow

Setup

Step 1

Select Paylocity from the Data Source dropdown and Smartsheet from the Data Destination dropdown.

Step 2

Authorize Paylocity with your credentials using the OAuth flow.

Step 3

Authorize Smartsheet with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 7 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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