The Paylocity integration connects OpenRoad TMS to your Paylocity payroll account. Once it is active, your driver pay from OpenRoad can be exported to Paylocity, with each pay line sent under the Paylocity code you choose.
How It Works
- OpenRoad connects to Paylocity through its Pay Entry API, using credentials from your Paylocity account.
- Paylocity Categories map OpenRoad pay lines to your Paylocity codes. Each category has a title, the Paylocity code and a type (for example, Tax).
- When the integration is set up, a Paylocity category field appears when you add an adjustment or deduction to a driver.
What You Need to Send Us
- Your Paylocity Company ID, Client ID and Client Secret for the Pay Entry API. Request them from Paylocity (webservices@paylocity.com).
- The Paylocity codes you want to use for your pay lines, deductions and taxes.
Important: Paylocity’s Client Secret expires every year. Generate a new one in Paylocity before it expires and send it to OpenRoad Support, or the export stops working.
Important: Treat your Client Secret like a password. Send it only to OpenRoad Support, and never post it in chat messages or tickets that other people can see.
Part 1: We Activate the Integration
Once we receive your credentials, our team enters them in Settings v2 → Integrations → Paylocity, tests the connection and activates the integration. We confirm by email when it is active.
Note: When the integration is activated, OpenRoad checks the connection first. If Paylocity rejects the credentials, the integration stays off and the payroll export stays off.
Part 2: Paylocity Categories
Categories are listed under Paylocity Categories. Each one has a Title, the Paylocity Code and a Type. New categories are added with Add Category (G), and existing ones are edited or deleted with the icons in Actions.
Frequently Asked Questions
Where do I get my Paylocity credentials?
From Paylocity. Contact webservices@paylocity.com and ask for Pay Entry API access for your OpenRoad TMS integration.
The export stopped working. Why?
The most common reason is that the Paylocity Client Secret expired. Generate a new one in Paylocity and send it to OpenRoad Support.
Can I add a new Paylocity code later?
Yes. A new category can be added at any time with Add Category.
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