Bridge Paylocity Connectivity with Apache NiFi

Apache NiFi supports powerful and scalable directed graphs of data routing, transformation, and system mediation logic. When paired with the CData JDBC Driver for Paylocity, NiFi can work with live Paylocity data. This article describes how to connect to and query Paylocity data from an Apache NiFi Flow.

With built-in optimized data processing, the CData JDBC driver offers unmatched performance for interacting with live Paylocity data. When you issue complex SQL queries to Paylocity, the driver pushes supported SQL operations, like filters and aggregations, directly to Paylocity and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying allows you to work with and analyze Paylocity data using native data types.

Connecting to Paylocity Data in Apache NiFi

1. Download the CData JDBC Driver for Paylocity installer, unzip the package, run the .exe file to install the driver.

2. Copy the CData JDBC Driver JAR file (and license file if it exists), cdata.jdbc.paylocity.jar (and cdata.jdbc.paylocity.lic), to the Apache NiFi lib subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\lib.

   On Windows, the default location for the CData JDBC Driver is C:\Program Files\CData\CData JDBC Driver for Paylocity.

3. Start Apache NiFi by running the run-nifi.bat file in bin subfolder, for example, C:\nifi-1.3.0-bin\nifi-1.3.0\bin.

   (OR)

   Use the command prompt to navigate to the particular directory and run the run-nifi.bat file for example:

   cd C:\nifi-1.3.0-bin\nifi-1.3.0\bin
   .\run-nifi.bat
   

4. Navigate to the Apache NiFi UI in your web browser: It should be https://localhost:8443/nifi.

   Note: If users are utilizing an older version of Apache NiFi, they should access it via http://localhost:8080/nifi. In earlier versions, HTTP was the protocol employed. However, in the most recent version, HTTPS is the standard. By default, HTTP operates on port 8080, while HTTPS uses port 8443.

5. When accessing Apache NiFi via a URL, it prompts you to enter a username and password for login.

   👁 Enter Username and Password for login
   

   To retrieve login credentials, users should consult the 'App.log' file located within the log directory of their NiFi installation. This file typically contains the necessary details for accessing the NiFi interface.

   👁 Retrieve login credentials from App.log file
   
6. Right-click on the Nifi Flow's workspace and click "Controller Services" 👁 Configuring the Process Group
   
7. Click the button to create a new controller service. 👁 Creating a new Controller Service
   
8. In the Controller Services section, location the newly created "DBCPConnection Pool" and click the menu () >> Edit to configure the new connection. 👁 Configure the new DBCPConnection Pool
   

9. Fill in the properties:

   • Database Connection URL: jdbc:paylocity:OAuthClientID=YourClientId;OAuthClientSecret=YourClientSecret;RSAPublicKey=YourRSAPubKey;Key=YourKey;IV=YourIV;InitiateOAuth=GETANDREFRESH;
   • Database Driver Class Name: cdata.jdbc.paylocity.PaylocityDriver
   • Database Driver Location(s): Path to your Apache NiFi's lib folder where the JAR files are present.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the Paylocity JDBC Driver. Either double-click the JAR file or execute the JAR file from the command-line.

   java -jar cdata.jdbc.paylocity.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   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. 👁 Using the built-in connection string designer to generate a JDBC URL (Salesforce is shown.)
   

10. In the Controller Services section, locate the newly created DBCPConnection Pool and click the menu () >> Enable to enable the new connection.
11. In the "Enable Controller Service" window, set Scope to "Service and referencing components" 👁 Setting the scope of the Controller Service
    
12. To establish a connection and execute a select query, simply drag and drop the processor (indicated by the yellow highlight) into the workspace. 👁 Establish a connection and execute a select query
    
13. Select the 'ExecuteSQL' processor and click the 'Add' button to make it visible in the workspace. 👁 Select 'ExecuteSQL' and 'Add'
    
14. Double-click on the added processor (ExecuteSQL)to open the connection page. 👁 Click on ExecuteSQL processor to get redirected to the connection page
    
15. In the Properties section, fill in the required information. Make sure to set the Database Connection Pooling Service to match the DBCPConnectionPool that you have created, and set your desired SQL query that you want to get executed in the SQL select query section. 👁 Verify and test connection
    
16. Go to Relationships and make sure to select an option on how the component should proceed in case of success and failure of the execution process. 👁 Apply the connection
    
17. You can enable the ExecuteSQL component by either selecting it and clicking Enable on the Operation section, or by right-clicking it and selecting Enable. 👁 Click on the lightning button
    

Your Paylocity data is now available for use in Apache NiFi. For example, you can use the DBCPConnection Pool as the source for a QueryDatabaseTable processor (shown below).

Download a free, 30-day trial of the CData JDBC Driver for Paylocity and start working with your live Paylocity data in Apache NiFi. Reach out to our Support Team if you have any questions.