Connect to Paylocity Data in Google Apps Script via Connect AI

Google Apps Script empowers users to build custom functionality within their Google documents, including Google Sheets and Google Docs. Apps Script natively supports SQL Server connectivity via JDBC, providing a powerful extensibility tool for connecting Google cloud applications to external data. Paired with the SQL connectivity offered by CData Connect AI, users can easily access live Paylocity data directly from within their Google documents.

This article shows how to connect to Paylocity in Connect AI and provides sample scripting for processing Paylocity data in a Google Spreadsheet.

Our script only reads data from a specified table, but you can easily extend the script to incorporate update functionality.

Configure Paylocity Connectivity for Google Apps Scripts

Connectivity to Paylocity from Google Apps Scripts is made possible through CData Connect AI. To work with Paylocity data from Google Apps Scripts, we start by creating and configuring a Paylocity connection.

CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Paylocity" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Paylocity.

   Set the following to establish a connection to Paylocity:

   • RSAPublicKey: Set this to the RSA Key associated with your Paylocity, if the RSA Encryption is enabled in the Paylocity account.

     This property is required for executing Insert and Update statements, and it is not required if the feature is disabled.

   • UseSandbox: Set to true if you are using sandbox account.
   • CustomFieldsCategory: Set this to the Customfields category. This is required when IncludeCustomFields is set to true. The default value for this property is PayrollAndHR.
   • Key: The AES symmetric key(base 64 encoded) encrypted with the Paylocity Public Key. It is the key used to encrypt the content.

     Paylocity will decrypt the AES key using RSA decryption.
     It is an optional property if the IV value not provided, The driver will generate a key internally.

   • IV: The AES IV (base 64 encoded) used when encrypting the content. It is an optional property if the Key value not provided, The driver will generate an IV internally.

   Connect Using OAuth Authentication

   You must use OAuth to authenticate with Paylocity. OAuth requires the authenticating user to interact with Paylocity using the browser. For more information, refer to the OAuth section in the Help documentation.

   The Pay Entry API

   The Pay Entry API is completely separate from the rest of the Paylocity API. It uses a separate Client ID and Secret, and must be explicitly requested from Paylocity for access to be granted for an account. The Pay Entry API allows you to automatically submit payroll information for individual employees, and little else. Due to the extremely limited nature of what is offered by the Pay Entry API, we have elected not to give it a separate schema, but it may be enabled via the UsePayEntryAPI connection property.

   Please be aware that when setting UsePayEntryAPI to true, you may only use the CreatePayEntryImportBatch & MergePayEntryImportBatchgtable stored procedures, the InputTimeEntry table, and the OAuth stored procedures. Attempts to use other features of the product will result in an error. You must also store your OAuthAccessToken separately, which often means setting a different OAuthSettingsLocation when using this connection property. 👁 Configuring a connection (Salesforce is shown)
   

4. Click Save & Test
5. Navigate to the Permissions tab in the Add Paylocity Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Paylocity data from Google Apps Script.

Connect to Paylocity Data from Apps Script

At this point, you should have configured a connection Paylocity in Connect AI. All that is left new is to use Google Apps Script to access Connect AI and work with your Paylocity data in Google Sheets.

In this section, you will create a script (with a menu option to call the script) to populate a spreadsheet with Paylocity data. We have created a sample script and explained the different parts. You can view the raw script at the and of the article.

1. Create an Empty Script

To create a script for your Google Sheet, click Tools Script editor from the Google Sheets menu:

👁 Open script editor

2. Declare Class Variables

Create a handful of class variables to be available for any functions created in the script.

//replace the variables in this block with real values as needed
var address = 'tds.cdata.com:14333';
var user = 'CONNECT_USER'; // [email protected]
var userPwd = 'CONNECT_USER_PAT';
var db = 'Paylocity1';

var dbUrl = 'jdbc:sqlserver://' + address + ';databaseName=' + db;

3. Add a Menu Option

This function adds a menu option to your Google Sheet, allowing you to use the UI to call your function.

function onOpen() {
 var spreadsheet = SpreadsheetApp.getActive();
 var menuItems = [
 {name: 'Write data to a sheet', functionName: 'connectToPaylocityData'}
 ];
 spreadsheet.addMenu('Paylocity Data', menuItems);
} 

👁 The newly added Menu option.

4. Write a Helper Function

This function is used to find the first empty row in a spreadsheet.

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
 var column = spreadSheet.getRange(column + ":" + column);
 var values = column.getValues(); // get all data in one call
 var ct = 0;
 while ( values[ct] && values[ct][0] != "" ) {
 ct++;
 }
 return (ct+1);
}

5. Write a Function to Write Paylocity Data to a Spreadsheet

The function below writes the Paylocity data, using the Google Apps Script JDBC functionality to connect to Connect AI, SELECT data, and populate a spreadsheet. When the script is run, two input boxes will appear:

The first one asks the user to input the name of a sheet to hold the data (if the spreadsheet does not exist, the function creates it).

👁 Input box for sheet selection.

The second asks the user to input the name of a Paylocity table to read. If an invalid table is chosen, an error message appears and the function is exited.

👁 Input box for table selection.

Note, while the function is designed for use as a menu option, you can extend it for use as a spreadsheet formula.

/*
 * Reads data from a specified Paylocity 'table' and writes it to the specified sheet.
 * (If the specified sheet does not exist, it is created.)
 */
function connectToPaylocityData() {
 var thisWorkbook = SpreadsheetApp.getActive();

 //select a sheet and create it if it does not exist
 var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
 if (selectedSheet == 'cancel')
 return;

 if (thisWorkbook.getSheetByName(selectedSheet) == null)
 thisWorkbook.insertSheet(selectedSheet);
 var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
 var rowNum = 2;

 //select a Paylocity 'table'
 var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
 if (table == 'cancel')
 return;

 var name = Jdbc.getConnection(dbUrl, {
 user: user, 
 password: userPwd
	}	
 );

 //confirm that var table is a valid table/view
 var dbMetaData = name.getMetaData();
 var tableSet = dbMetaData.getTables(null, null, table, null);
 var validTable = false;
 while (tableSet.next()) {
 var tempTable = tableSet.getString(3);
 if (table.toUpperCase() == tempTable.toUpperCase()){
 table = tempTable;
 validTable = true;
 break;
 }
 } 
 tableSet.close();
 if (!validTable) {
 Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
 return;
 }

 var stmt = name.createStatement();

 var results = stmt.executeQuery('SELECT * FROM ' + table);
 var rsmd = results.getMetaData();
 var numCols = rsmd.getColumnCount();

 //if the sheet is empty, populate the first row with the headers
 var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
 if (firstEmptyRow == 1) {
 //collect column names
 var headers = new Array(new Array(numCols));
 for (var col = 0; col < numCols; col++){
 headers[0][col] = rsmd.getColumnName(col+1);
 }
 resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
 } else {
 rowNum = firstEmptyRow;
 }

 //write rows of Paylocity data to the sheet
 var values = new Array(new Array(numCols));
 while (results.next()) {
 for (var col = 0; col < numCols; col++) {
 values[0][col] = results.getString(col + 1);
 }
 resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
 rowNum++;
 }

 results.close();
 stmt.close();
}
 

When the function is completed, you have a spreadsheet populated with your Paylocity data, and you can now leverage all of the calculating, graphing, and charting functionality of Google Sheets anywhere you have access to the Internet.

---

Complete Google Apps Script

//replace the variables in this block with real values as needed
var address = 'tds.cdata.com:14333';
var user = 'CONNECT_USER'; // [email protected]
var userPwd = 'CONNECT_USER_PAT';
var db = 'Paylocity1';

var dbUrl = 'jdbc:sqlserver://' + address + ';databaseName=' + db;

function onOpen() {
 var spreadsheet = SpreadsheetApp.getActive();
 var menuItems = [
 {name: 'Write table data to a sheet', functionName: 'connectToPaylocityData'}
 ];
 spreadsheet.addMenu('Paylocity Data', menuItems);
}

/*
 * Finds the first empty row in a spreadsheet by scanning an array of columns
 * @return The row number of the first empty row.
 */
function getFirstEmptyRowByColumnArray(spreadSheet, column) {
 var column = spreadSheet.getRange(column + ":" + column);
 var values = column.getValues(); // get all data in one call
 var ct = 0;
 while ( values[ct] && values[ct][0] != "" ) {
 ct++;
 }
 return (ct+1);
}

/*
 * Reads data from a specified 'table' and writes it to the specified sheet.
 * (If the specified sheet does not exist, it is created.)
 */
function connectToPaylocityData() {
 var thisWorkbook = SpreadsheetApp.getActive();

 //select a sheet and create it if it does not exist
 var selectedSheet = Browser.inputBox('Which sheet would you like the data to post to?',Browser.Buttons.OK_CANCEL);
 if (selectedSheet == 'cancel')
 return;

 if (thisWorkbook.getSheetByName(selectedSheet) == null)
 thisWorkbook.insertSheet(selectedSheet);
 var resultSheet = thisWorkbook.getSheetByName(selectedSheet);
 var rowNum = 2;

 //select a Paylocity 'table'
 var table = Browser.inputBox('Which table would you like to pull data from?',Browser.Buttons.OK_CANCEL);
 if (table == 'cancel')
 return;

 var name = Jdbc.getConnection(dbUrl, {
 user: user, 
 password: userPwd
	}
 );

 //confirm that var table is a valid table/view
 var dbMetaData = name.getMetaData();
 var tableSet = dbMetaData.getTables(null, null, table, null);
 var validTable = false;
 while (tableSet.next()) {
 var tempTable = tableSet.getString(3);
 if (table.toUpperCase() == tempTable.toUpperCase()){
 table = tempTable;
 validTable = true;
 break;
 }
 } 
 tableSet.close();
 if (!validTable) {
 Browser.msgBox("Invalid table name: " + table, Browser.Buttons.OK);
 return;
 }

 var stmt = name.createStatement();

 var results = stmt.executeQuery('SELECT * FROM ' + table);
 var rsmd = results.getMetaData();
 var numCols = rsmd.getColumnCount();

 //if the sheet is empty, populate the first row with the headers
 var firstEmptyRow = getFirstEmptyRowByColumnArray(resultSheet, "A");
 if (firstEmptyRow == 1) {
 //collect column names
 var headers = new Array(new Array(numCols));
 for (var col = 0; col < numCols; col++){
 headers[0][col] = rsmd.getColumnName(col+1);
 }
 resultSheet.getRange(1, 1, headers.length, headers[0].length).setValues(headers);
 } else {
 rowNum = firstEmptyRow;
 }

 //write rows of Paylocity data to the sheet
 var values = new Array(new Array(numCols));
 while (results.next()) {
 for (var col = 0; col < numCols; col++) {
 values[0][col] = results.getString(col + 1);
 }
 resultSheet.getRange(rowNum, 1, 1, numCols).setValues(values);
 rowNum++;
 }

 results.close();
 stmt.close();
}