Import Real-Time Paylocity Data via ODBC in ColdFusion to Build Applications

Adobe ColdFusion is a web and mobile application development platform. It uses its own scripting language, ColdFusion Markup Language (CFML), to create data-driven websites as well as generate remote services, such as REST. When ColdFusion is paired with the CData ODBC Driver for Paylocity, you can link your ColdFusion web and mobile applications to operational Paylocity data. This allows for your applications to be more robust and complete. This article details how to use the ODBC driver to create a table populated with Paylocity data from within a ColdFusion markup file.

To follow along with this tutorial, you need to install the CData ODBC Driver for Paylocity and Adobe ColdFusion.

Configuring the Connection

If you have not already, first specify connection properties in an ODBC DSN (Data Source Name). This is the last step of the driver installation process. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Adding a Data Source and Creating a Table

After creating a DSN, follow the steps below to add a new data source, test our connection to it, create a ColdFusion markup file, and, finally, import Paylocity Data and display it in a table in ColdFusion:

1. From the ColdFusion administrator interface, choose Data & Services. 👁 Selecting Data & Services
   
2. Here, click "Add New Data Source". The data source name can be any name, provided it conforms to the ColdFusion variable naming conventions. For our ODBC driver, choose "ODBC Socket", then click the "Add" button. 👁 Adding Data Source Name
   
3. From the ODBC DSN Dropdown menu select CData Paylocity Sys. Under the Advanced Settings section, leave the Connection String blank. Note that any properties specified in this input field will override the ones specified in the DSN Configuration. 👁 Populating driver properties
   
4. Now, test the connection by pressing the check mark to the left of the CDataPaylocityODBC data source you just created. When the data source reports an "OK" status, it is ready for use. 👁 Testing the connection
   
5. Next, create a new ColdFusion Markup file (.cfm) and place it in the wwwroot directory ("C:\ColdFusion2021\cfusion\wwwroot") for ColdFusion.

   The following code queries the data source:

    
    <cfquery name="PaylocityQuery" dataSource="CDataPaylocityODBC"> 
    SELECT * FROM Employee 
    </cfquery> 
    

   And a CFTable can be used to quickly output the table in HTML:

    
    <cftable 
    query = "PaylocityQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
   
    <cfcol header="<b>FirstName</b>" align="Left" width=2 text="FirstName"/> 
   
    <cfcol header="<b>LastName</b>" align="Left" width=15 text="LastName"/> 
   
    ...
   
    </cftable> 
    

   Full code, including the HTML portion is available below:

    
    <html> 
    <head><title>CData Software | Paylocity Employee Table Demo </title></head> 
    <body> 
    <cfoutput>#ucase("Paylocity Employee Table Demo")#</cfoutput> 
    <cfquery name="PaylocityQuery" dataSource="CDataPaylocityODBC"> 
   
    SELECT * FROM Employee 
   
    </cfquery> 
    <cftable 
    query = "PaylocityQuery" 
    border = "1" 
    colHeaders 
    colSpacing = "2" 
    headerLines = "2" 
    HTMLTable 
    maxRows = "500" 
    startRow = "1"> 
    <cfcol header="<b>FirstName</b>" align="Left" width=2 text="FirstName"/> 
   
    <cfcol header="<b>LastName</b>" align="Left" width=15 text="LastName"/> 
   
    ...
   
    </cftable> 
    </body> 
   
    </html> 
    

6. Finally, run the code in a browser. It produces a table populated with Paylocity data! 👁 Running the code
   

As a note, the CData ODBC Drivers also support parameterized queries using the cfqueryparam element. For example:

SELECT * FROM Account WHERE name = 

Get Started Today

Download a free, 30-day trial of the CData ODBC Driver for Paylocity and start building Paylocity-connected applications with Adobe ColdFusion. Reach out to our Support Team if you have any questions.