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Accounting and finance ⇄ Human resources

Chargebee to Paylocity integration — real-time, two-way sync

Keep Chargebee and Paylocity in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Chargebee and Paylocity

Keep the employee, department, and cost records that Chargebee and Paylocity share consistent in real time, so the finance system and the people system stop drifting apart.

Chargebee runs the money side of the company: who gets paid, what it costs, and which part of the business the cost belongs to. Paylocity runs the people side: who works here, which team they sit in, and how their employment changes over time. The two overlap on the same people and the same org structure, because every employee is also a payee and every department is also a cost center. When that overlap is maintained by hand, a new hire, a transfer, or a termination has to be keyed twice, and the two systems start to disagree about who is active and where the cost lands.

Stacksync syncs Customers, Subscriptions, Invoices, Credit notes in Chargebee with Pay Statements, Company Codes, Custom Fields, Employees in Paylocity bi-directionally and in real time. A person added, updated, or deactivated on either side appears on the other within seconds, with field-level mapping and conflict resolution in place of CSV exports and nightly batch jobs.

That matters most when money follows a people event. A hire that finance can pay, a leaver whose access ends, a transfer that redirects cost to the right team, all happen from one change instead of two, so headcount and spend reconcile from the same set of records.

Common use cases

  • 01 Sync subscription status, plan, and MRR-relevant fields into the CRM so sales and success see billing state on the account.
  • 02 Push invoices and credit notes into an accounting system or warehouse for revenue reporting.
  • 03 Upsert recurring Deductions and Earnings on employee records when benefits or 401(k) elections change in a benefits admin system, without re-keying payroll setup.
  • 04 Read Pay Statements and Direct Deposit allocations into a Postgres or warehouse database for labor-cost, GL, and headcount reporting in SQL.

Common sync patterns

People-driven costs land in finance

Compensation, reimbursements, or other costs tied to a person on the Paylocity side flow into Chargebee for posting, so the books reflect what people actually cost without manual re-entry.

New person becomes a known record in finance

When someone is added in Paylocity, a matching employee or payee record appears in Chargebee, ready for payroll, expenses, or cost allocation without anyone rekeying the details.

One employee identity

A person's name, ID, or contact details corrected in either system update the other, so finance and HR reference the same person instead of maintaining two versions.

What you can sync between Chargebee and Paylocity

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Chargebee objects Paylocity objects How this pairing syncs
Transactions Payment attempts and outcomes synced for dunning and finance workflows. Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. Transactions is specific to Chargebee and Company Codes to Paylocity — each maps to any object or custom field on the other side.
Coupons Discount definitions and redemptions used in deal-desk and reporting syncs. Custom Fields Read-only company-specific custom fields returned by category, used to enrich the employee record downstream. Coupons is specific to Chargebee and Custom Fields to Paylocity — each maps to any object or custom field on the other side.
Events The change log resource that records every state change for incremental sync. Employees Core HR record keyed by companyId + employeeId; two-way via Create New Employee (POST) and Update Employee (PATCH), plus Get Employee / Get All Employees for reads. Events is specific to Chargebee and Employees to Paylocity — each maps to any object or custom field on the other side.
Customers Billing accounts matched to CRM accounts or users by email or external ID. Onboarding Create Employee Onboarding pushes new-hire data into Paylocity's onboarding workflow; Get Onboarding Status reads back partner onboarding progress. Write-in for hires from an ATS. Customers is specific to Chargebee and Onboarding to Paylocity — each maps to any object or custom field on the other side.
Subscriptions Recurring billing state (plan, term, status) synced to CRM and product databases. Deductions (Pay Setup) Recurring deduction codes at the employee level; two-way via Upsert Deduction and Delete, with Get Deduction / Get All Deductions for reads. Subscriptions is specific to Chargebee and Deductions (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.
Invoices Issued billing documents synced to accounting and revenue reporting. Earnings (Pay Setup) Recurring earning codes at the employee level; two-way via Upsert Earning and Delete, with Get All Earnings and Get by earning code for reads. Invoices is specific to Chargebee and Earnings (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.

How changes propagate between Chargebee and Paylocity

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Chargebee Paylocity Sub-second propagation

DetectionChargebee notifies Stacksync of record changes through webhook events. Webhooks for all major object events, plus a pollable Events resource that records every change.

DeliveryEach detected change is written to Paylocity through its API, with automatic retries and rate-limit backoff.

Paylocity Chargebee Sub-second propagation

DetectionPaylocity notifies Stacksync of record changes through webhook events. Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL.

DeliveryEach detected change is written to Chargebee through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Chargebee: Subject to plan-based API rate limits enforced per site.
  • Paylocity: 25 requests per second (1,500 per minute); exceeding it returns HTTP 429. Every path is scoped to a Paylocity-assigned companyId (a company code, not a UUID).
What ships with Chargebee ⇄ Paylocity

Connect Chargebee and Paylocity for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Chargebee–Paylocity connection.

Real-time

Two-way sync

Changes in Chargebee or Paylocity instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Chargebee or Paylocity data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Chargebee or Paylocity record.

Observability

Monitoring

Track your Chargebee ⇄ Paylocity sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Chargebee and Paylocity.

How the Chargebee and Paylocity connectors work

Chargebee

Integration surface
REST API
Authentication
API key sent via HTTP basic authentication (key as the username), scoped per site with test and live environments
Change detection
Webhooks for all major object events, plus a pollable Events resource that records every change
Capabilities
read · write · webhooks
Rate limits
Subject to plan-based API rate limits enforced per site

Paylocity

Integration surface
REST API (v1 and v2), JSON payloads
Authentication
OAuth 2.0 client credentials via the Paylocity Identity Provider (/IdentityServer/connect/token) with the WebLinkAPI scope; access tokens expire after one hour and API access must be enabled by Paylocity for the company
Change detection
Webhooks — Paylocity POSTs Employee New Hire, Employee Change, Termination, Payroll Processed, and Time Off Approval events to a callback URL; payloads carry only companyId and employeeId, so the receiver calls the relevant API to fetch changed values. Scheduled polling is used for objects without webhooks.
Capabilities
read · write · webhooks
Rate limits
25 requests per second (1,500 per minute); exceeding it returns HTTP 429. Every path is scoped to a Paylocity-assigned companyId (a company code, not a UUID).
How it works

How to connect Chargebee to Paylocity — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Chargebee and Paylocity with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Chargebee connected
    Paylocity connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Chargebee and Paylocity objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Chargebee ⇄ Paylocity
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Chargebee Paylocity
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Chargebee and Paylocity integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

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CCPA
DPF US-EU-UK-CH
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SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 489 integrations available for Chargebee and Paylocity.

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