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Dynamics 365 F&O to Paylocity integration — real-time, two-way sync

Keep Dynamics 365 F&O 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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Why teams connect Dynamics 365 F&O and Paylocity

Sync the workers, org structure, and cost centers that Dynamics 365 F&O and Paylocity share in real time, so the people Paylocity manages stay current in the system that runs finance and operations.

Paylocity is the system of record for people: who was hired, which department and location they sit in, who they report to, and how they are paid. Dynamics 365 F&O runs finance and operations, and much of what it does depends on that same information, from booking labor cost to approving an expense report to staffing a project. Where the two are bridged by re-keying or an overnight file, each side spends the day out of step, with new hires missing from the systems they need and leavers still active where they should not be.

Stacksync syncs General Journal Entries, On-hand Inventory, Customers, Vendors in Dynamics 365 F&O with Company Codes, Custom Fields, Employees, Onboarding in Paylocity field by field, in real time, and in both directions. You decide which system owns which fields, so the people side stays authoritative for worker data while Dynamics 365 F&O keeps its own accounting and operational detail, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • 01 Mirror GL journals and invoice lines into a warehouse for finance reporting without recurring DMF exports.
  • 02 Distribute product and price master data from F&O to downstream channels through a synced database.
  • 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

Where Paylocity runs payroll: labor cost in the books

Pay and compensation data from Paylocity posts into Dynamics 365 F&O as labor cost, so finance sees workforce spend without re-entering it by hand.

Where Paylocity is the worker system of record: one employee master

When a worker is hired, moved, or offboarded in Paylocity, the matching employee record in Dynamics 365 F&O is created, updated, or deactivated, so the business system reflects the workforce as it actually is.

New hires ready to transact in Dynamics 365 F&O

A new person set up in Paylocity becomes an employee record in Dynamics 365 F&O in time to submit expenses, enter time, or approve a purchase, without waiting on manual setup.

What you can sync between Dynamics 365 F&O 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.

Dynamics 365 F&O objects Paylocity objects How this pairing syncs
Purchase Orders Procurement transactions; extracted for spend and supply chain reporting. 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. Purchase Orders is specific to Dynamics 365 F&O and Deductions (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.
Customer Invoices AR billing documents; status synced back to CRM and customer success tools. 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. Customer Invoices is specific to Dynamics 365 F&O and Earnings (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.
Vendor Invoices AP documents; synced with invoice automation systems. 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. Vendor Invoices is specific to Dynamics 365 F&O and Local and State Taxes to Paylocity — each maps to any object or custom field on the other side.
General Journal Entries GL postings; read-only extracts for consolidated finance reporting. 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. General Journal Entries is specific to Dynamics 365 F&O and Direct Deposit to Paylocity — each maps to any object or custom field on the other side.
On-hand Inventory Stock positions; read out to storefronts and internal apps for availability. 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. On-hand Inventory is specific to Dynamics 365 F&O and Pay Statements to Paylocity — each maps to any object or custom field on the other side.
Customers Customer master records; kept aligned with CRM accounts in two-way syncs. Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. Customers is specific to Dynamics 365 F&O and Company Codes to Paylocity — each maps to any object or custom field on the other side.

How changes propagate between Dynamics 365 F&O 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.

Dynamics 365 F&O Paylocity Sub-second propagation

DetectionDynamics 365 F&O pushes changes as they happen — webhook events backed by change data capture. Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity.

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

Paylocity Dynamics 365 F&O 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 Dynamics 365 F&O through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Dynamics 365 F&O: OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
  • 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 Dynamics 365 F&O ⇄ Paylocity

Connect Dynamics 365 F&O and Paylocity for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Dynamics 365 F&O–Paylocity connection.

Real-time

Two-way sync

Changes in Dynamics 365 F&O or Paylocity instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Dynamics 365 F&O 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 Dynamics 365 F&O or Paylocity record.

Observability

Monitoring

Track your Dynamics 365 F&O ⇄ Paylocity sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Dynamics 365 F&O and Paylocity.

How the Dynamics 365 F&O and Paylocity connectors work

Dynamics 365 F&O

Integration surface
OData REST endpoint over data entities, plus the Data Management Framework for batch
Authentication
OAuth via Microsoft sign-in: provide the D365 F&O environment URL, sign in with Microsoft credentials, and grant the Stacksync app consent (admin consent may be required — "Need admin approval for this app")
Change detection
Change data capture via the Dynamics 365 Change Tracking feature, enabled per entity; falls back to periodic full-sync where change tracking is unavailable
Capabilities
read · write · CDC · webhooks
Rate limits
OData requests are subject to platform throttling; high-volume loads belong in the Data Management Framework.
Dynamics 365 F&O setup guide

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 Dynamics 365 F&O 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 Dynamics 365 F&O 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
    Dynamics 365 F&O connected
    Paylocity connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Dynamics 365 F&O 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 · Dynamics 365 F&O ⇄ 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
    Dynamics 365 F&O Paylocity
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Dynamics 365 F&O 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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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

Every pair below is a real-time, two-way sync. Search all 414 integrations available for Dynamics 365 F&O and Paylocity.

Popular · 6 of 414
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