Real-time
Two-way sync
Changes in ConnectWise or Paylocity instantly reflect in both systems. No stale data, no manual imports.
Business productivity ⇄ Human resources
ConnectWise to Paylocity integration — real-time, two-way sync
Keep ConnectWise 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.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Celigo
Why teams connect ConnectWise and Paylocity
Keep the people, teams, and status that ConnectWise and Paylocity share aligned in real time, so a hire, role change, or departure recorded in one reaches the other within seconds.
Each tool in ConnectWise keeps its own list of who can use it: users, members, or agents, along with the team they sit on and whether they are still active. Paylocity is the authoritative record of the same people as employees, with their department, manager, and employment status. When those two are connected only by manual account admin or a periodic export, the work tools drift: new hires wait days for access, team and manager changes never catch up, and people who have left keep standing accounts.
Stacksync syncs Configurations, Members, Activities, Companies in ConnectWise with Pay Statements, Company Codes, Custom Fields, Employees in Paylocity bi-directionally and in real time. A person added, moved, or offboarded in Paylocity creates or updates the matching user in ConnectWise within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where ConnectWise captures details of its own, such as a corrected contact or a login identity, those can flow back to Paylocity in whichever direction you configure.
Because the sync is field-level, each system keeps its own extras; only the shared facts, who a person is, which team they belong to, and whether their access should be on, are held in agreement.
Common use cases
- 01 Mirror service tickets into a data warehouse or operations database for SLA and workload reporting.
- 02 Push closed-won opportunities from the CRM into ConnectWise to kick off agreements and onboarding projects.
- 03 Read Pay Statements and Direct Deposit allocations into a Postgres or warehouse database for labor-cost, GL, and headcount reporting in SQL.
- 04 React to the Employee Change webhook to pull the updated Employee record and propagate title, location, or manager changes to downstream apps within minutes.
Common sync patterns
One employee directory
A person's name, title, contact details, or status corrected in either system updates the other, so both sides stop maintaining separate copies of the same person.
Org and team structure kept current
Department, team, and reporting-line changes from Paylocity keep the groups, queues, or projects in ConnectWise assigned to the right people.
Where ConnectWise routes or assigns work by person: assignments follow the org
When someone changes teams or managers in Paylocity, the queues, ownership, or approvals in ConnectWise update to match, so work reaches whoever holds the role now.
What you can sync between ConnectWise 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.
| ConnectWise objects | Paylocity objects | How this pairing syncs | |
|---|---|---|---|
| Activities Sales and service activity records synced for engagement reporting. | 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. | Activities is specific to ConnectWise and Employees to Paylocity — each maps to any object or custom field on the other side. | |
| Companies Client and prospect account records that anchor most other PSA data in a sync. | 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. | Companies is specific to ConnectWise and Onboarding to Paylocity — each maps to any object or custom field on the other side. | |
| Contacts People attached to companies, commonly synced against CRM contact records. | 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. | Contacts is specific to ConnectWise and Deductions (Pay Setup) to Paylocity — each maps to any object or custom field on the other side. | |
| Service Tickets Support and service desk tickets, including status, board, and priority fields. | 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. | Service Tickets is specific to ConnectWise and Earnings (Pay Setup) to Paylocity — each maps to any object or custom field on the other side. | |
| Opportunities Sales pipeline records synced to CRMs for forecasting and handoff. | Local and State Taxes Two-way via Create/Update/Delete Local Tax and Upsert Primary / Non-Primary State Tax; Get by tax code and Get All for reads. | Opportunities is specific to ConnectWise and Local and State Taxes to Paylocity — each maps to any object or custom field on the other side. | |
| Agreements Recurring contracts and managed-service agreements used for billing reconciliation. | Direct Deposit Read-only: Get All Direct Deposit and Get Employee Bank Accounts return main and additional allocations. Bank details cannot be written through the API. | Agreements is specific to ConnectWise and Direct Deposit to Paylocity — each maps to any object or custom field on the other side. |
How changes propagate between ConnectWise 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.
ConnectWise Paylocity Sub-second propagation
DetectionConnectWise notifies Stacksync of record changes through webhook events. Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields.
DeliveryEach detected change is written to Paylocity through its API, with automatic retries and rate-limit backoff.
Paylocity ConnectWise 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 ConnectWise through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- ConnectWise: Subject to the platform's API rate limits per company and integration.
- 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 ConnectWise ⇄ Paylocity
Connect ConnectWise and Paylocity for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every ConnectWise–Paylocity connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever ConnectWise 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 ConnectWise or Paylocity record.
Observability
Monitoring
Track your ConnectWise ⇄ Paylocity sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between ConnectWise and Paylocity.
How the ConnectWise and Paylocity connectors work
ConnectWise
- Integration surface
- REST API
- Authentication
- Public/private API key pair for an API member, combined with a registered clientId, sent via Basic authentication
- Change detection
- Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits per company and integration
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 ConnectWise 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.
- 01
Connect your apps
Authenticate ConnectWise 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.
ConnectWise
connected
Paylocity
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the ConnectWise 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.
objects · ConnectWise ⇄ PaylocityCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
ConnectWise PaylocityCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
ConnectWise and Paylocity integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between ConnectWise and Paylocity: authenticate both systems, choose the objects to sync (such as ConnectWise's Activities and Companies), map fields visually, and changes propagate both ways in milliseconds — no code required.
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ConnectWise: Custom fields defined in the PSA are exposed through the API alongside standard fields. Paylocity: Webhook payloads contain only companyId and employeeId with no field-level diff, so a sync must call the Employee, Deduction, or Earning endpoints after each notification to read the changed values. Stacksync's field mapping accounts for these differences between ConnectWise and Paylocity without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means ConnectWise and Paylocity records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed ConnectWise and Paylocity connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom ConnectWise–Paylocity integration in-house.
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Yes — Stacksync ships production-grade connectors for both ConnectWise and Paylocity. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on ConnectWise: Callbacks (webhooks) on record changes, supplemented by polling on last-updated fields. On Paylocity: 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. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
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:
Related integrations
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