Extract, Transform, and Load Paylocity Data in Informatica PowerCenter

Informatica provides a powerful, elegant means of transporting and transforming your data. By utilizing the CData ODBC Driver for Paylocity, you are gaining access to a driver based on industry-proven standards that integrates seamlessly with Informatica's powerful data transportation and manipulation features. This tutorial shows how to create a simple Workflow in Informatica PowerCenter to extract Paylocity data and load it into a flat file.

Add Paylocity as an ODBC Data Source

If you have not already, install the driver on the PowerCenter server and client machines. On both machines, specify the connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. 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.

Create an ETL Workflow in PowerCenter

Follow the steps below to create a workflow in PowerCenter to pull Paylocity data and push it into a flat file.

Create a Source Using the ODBC Driver

1. In PowerCenter Workflow Manager, add a new ODBC relational connection by going to Connections -> Relational, and in the first window select the ODBC type and click New. 👁 Create a Relational Connection to the DSN. (Salesforce is shown.)
   
2. In the Relational Connection Editor, set the name of the newly created connection and set the User Name and Password based on the credentials utilized to connect to your Repository. Under the Connection String input your System DSN, which by default is called 'CData Paylocity Sys'. 👁 Relational Connection Editor. (Salesforce is shown.)
   
3. In PowerCenter Designer, connect to your repository and open your folder. If you do not already have a folder created, you will need to manually create a folder for your repository. To create a folder, open Informatica PowerCenter Repository Manager, connect to your Repository Service and go to Folder -> Create to create a new folder. 👁 Create a new Folder.
   
4. Select the Source Analyzer, click the sources menu, and select Import from Database... 👁 Import from Database.
   
5. In the drop-down menu for ODBC data source, select the DSN you previously configured (CData Paylocity Sys).
6. Click connect and select the tables and views to include.
7. Click OK. 👁 Select DSN and Tables/Views to Import. (Salesforce is shown.)
   

Create a Flat File Target Based on the Source

1. Select the Target Designer and drag and drop the previously created source onto the workspace. Using the existing source copies the columns into the target.
2. Right-click the new target, click edit, and change the database type to flat file. 👁 Create a Flat File target for the Workflow. (Salesforce is shown.)
   

Create a Mapping to Between Paylocity Data and a Flat File

1. Click on the Mapping Designer.
2. Drag the source and target to the workspace (name the new mapping, if prompted).
3. Right-click on the workspace and select Autolink by Name.
4. Drag the columns from the source qualifier to the target definition. 👁 Link columns from source to target. (Salesforce is shown.)
   
5. Save the folder (Ctrl + S).

Create Workflow Based on the Mapping

With the source, target, and mapping created and saved, you are now ready to create the workflow.

1. Right-click the mapping and select generate workflow to open the Workflow Generation wizard.
2. Create a workflow with a non-reusable session.
3. Ensure that you have properly configured the connection object and set the prefixes. If you have not already done so, you will need to create an Integration Service. To create an Integration Service, open your Administrator site, and under Domain, create a new PowerCenter Integration Service. Under the PowerCenter Repository Service, select the Repository you are referring to, and as Username and Password, use your Administrator login information. 👁 Created Integration Service. (Salesforce is shown.)
   
4. Configure the Connection as needed.
5. Review the Workflow and click Finish. 👁 Review the Workflow. (Salesforce is shown.)
   

With a workflow created, you can open the PowerCenter Workflow Manager to access and start the workflow, quickly transferring Paylocity data into a flat file. With the CData ODBC Driver for Paylocity, you can configure sources and targets in PowerCenter to integrate Paylocity data into any of the elegant and powerful features in Informatica PowerCenter.