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CRM ⇄ Human resources

Dun And Bradstreet to Paylocity integration — real-time data sync

Keep Dun And Bradstreet 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 Dun And Bradstreet and Paylocity

Flow Dun And Bradstreet data into Paylocity in real time — no exports, no schedulers, no custom scripts.

Dun And Bradstreet is a read-only source: Stacksync reads its data in real time and delivers it into Paylocity, so Paylocity always reflects the current state of Dun And Bradstreet — without exports, scripts, or schedulers.

Dun And Bradstreet runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Paylocity. Paylocity is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Common use cases

  • 01 Build target-account lists with Criteria Search and land the resulting DUNS plus firmographics in a database for outbound and TAM analysis.
  • 02 Poll D&B Monitoring notifications for a registered portfolio of key accounts and suppliers and update the CRM or warehouse record whenever a firmographic or risk score changes.
  • 03 Two-way sync of Employees between Paylocity and an HRIS or identity provider so new hires, terminations, and demographic edits flow both directions.
  • 04 Push hired candidates from an ATS into Paylocity via the Onboarding endpoint, then read Onboarding Status to confirm the record before the first payroll run.

Common sync patterns

Where Paylocity tracks people the business also engages: contacts stay in sync

A person recorded in Paylocity, such as a candidate or applicant, can create or update the matching contact in Dun And Bradstreet, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

New team members provisioned when they are hired

When Paylocity records a new hire, a matching user or owner is created in Dun And Bradstreet, so a new rep can start working accounts without waiting on a manual setup ticket.

Ownership and territory follow the org chart

When a person changes team, manager, or region in Paylocity, their accounts and territory assignments in Dun And Bradstreet update to match, so pipeline stays with the right owner.

What you can sync between Dun And Bradstreet 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.

Dun And Bradstreet objects Paylocity objects How this pairing syncs
Financial Strength & Risk Insight (Data Block) D&B risk and credit signals - D&B Rating, PAYDEX, Failure Score, Delinquency Score, Viability - keyed by D-U-N-S Number; read-only. 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. Financial Strength & Risk Insight (Data Block) is specific to Dun And Bradstreet and Direct Deposit to Paylocity — each maps to any object or custom field on the other side.
Identity Resolution (Match / cleanseMatch) Sends a company name and address and returns ranked candidate DUNS with confidence codes and a MatchGrade; read-only scored match, not an exact lookup. Pay Statements Read-only detailed payroll statement data — earnings, deductions, taxes, and direct deposit allocations by year, check date, or date range. Pulled for reporting, never written. Identity Resolution (Match / cleanseMatch) is specific to Dun And Bradstreet and Pay Statements to Paylocity — each maps to any object or custom field on the other side.
Criteria Search Query companies by firmographic criteria (industry, geography, size) and get back a list of D-U-N-S Numbers to enrich; read-only list building. Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. Criteria Search is specific to Dun And Bradstreet and Company Codes to Paylocity — each maps to any object or custom field on the other side.
Monitoring Notifications Change notices for a registered portfolio of DUNS; read-only feed pulled from the notifications endpoint (retained ~60 days) or delivered as bundled push. Custom Fields Read-only company-specific custom fields returned by category, used to enrich the employee record downstream. Monitoring Notifications is specific to Dun And Bradstreet and Custom Fields to Paylocity — each maps to any object or custom field on the other side.
Company Information (Data Block) Core firmographics for a D-U-N-S Number - legal name, addresses, industry codes, employees, sales, status. Retrieved read-only via the Enrich endpoint; blocks come in levels L1-L4. 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. Company Information (Data Block) is specific to Dun And Bradstreet and Employees to Paylocity — each maps to any object or custom field on the other side.
Principals & Contacts (Data Block) Company officers, executives, and contacts tied to a D-U-N-S Number; read-only enrichment used to populate CRM contact and account-owner fields. 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. Principals & Contacts (Data Block) is specific to Dun And Bradstreet and Onboarding to Paylocity — each maps to any object or custom field on the other side.

How changes propagate between Dun And Bradstreet 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.

Dun And Bradstreet Paylocity Interval-based propagation

DetectionStacksync polls Dun And Bradstreet for changes on an incremental schedule, reading only records changed since the previous pass. Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days).

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

Paylocity Dun And Bradstreet 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.

DeliveryDun And Bradstreet does not accept inbound record writes, so this direction carries requests rather than records: Dun And Bradstreet's output flows back as field updates on the originating Paylocity records.

Rate-limit considerations

  • Dun And Bradstreet: Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.
  • 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 Dun And Bradstreet ⇄ Paylocity

Connect Dun And Bradstreet and Paylocity for flexible, real-time data sync.

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

Real-time

Real-time sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dun And Bradstreet 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 Dun And Bradstreet or Paylocity record.

Observability

Monitoring

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

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Dun And Bradstreet and Paylocity.

How the Dun And Bradstreet and Paylocity connectors work

Dun And Bradstreet

Integration surface
D&B Direct+ REST API (plus.dnb.com) - capability groups for Identity Resolution (Match), Search, Enrich (Data Blocks by D-U-N-S Number), Multi-Process, Data File/Batch, and Monitoring
Authentication
OAuth 2.0 client-credentials: Base-auth a consumer key/secret to POST /v3/token for a bearer token; access tokens expire after 24 hours.
Change detection
Polling via D&B Monitoring - register a portfolio of DUNS and pull change notices from the notifications endpoint (retained ~60 days). Bundled push delivery is configured with your D&B rep; there is no standard HTTP webhook and no log-based CDC.
Capabilities
read
Rate limits
Per-contract transactions-per-second cap plus weekly/monthly/yearly quotas; exceeding TPS returns HTTP 429 with error 0045/0046 (0047 on spike arrest). Quotas reset on UTC boundaries.

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 Dun And Bradstreet 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 Dun And Bradstreet 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
    Dun And Bradstreet connected
    Paylocity connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dun And Bradstreet 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 · Dun And Bradstreet ⇄ 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
    Dun And Bradstreet Paylocity
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Dun And Bradstreet and Paylocity integration FAQ

SECURITY

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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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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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