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Business productivity ⇄ Human resources

Microsoft 365 to Paylocity integration — real-time, two-way sync

Keep Microsoft 365 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 Microsoft 365 and Paylocity

Keep the people, teams, and status that Microsoft 365 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 Microsoft 365 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 OneDrive Files (driveItems), SharePoint Sites & Lists, Teams, Planner & To Do Tasks in Microsoft 365 with Direct Deposit, Pay Statements, Company Codes, Custom Fields in Paylocity bi-directionally and in real time. A person added, moved, or offboarded in Paylocity creates or updates the matching user in Microsoft 365 within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where Microsoft 365 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 Sync SharePoint lists with operational databases so business users edit in SharePoint while systems read SQL.
  • 02 Archive mail and file metadata into a warehouse for compliance and activity analytics.
  • 03 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.
  • 04 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.

Common sync patterns

Where Microsoft 365 routes or assigns work by person: assignments follow the org

When someone changes teams or managers in Paylocity, the queues, ownership, or approvals in Microsoft 365 update to match, so work reaches whoever holds the role now.

Onboarding: access ready on day one

A new hire recorded in Paylocity creates the matching user in Microsoft 365 with the right team and manager already set, so people can start working without waiting on a provisioning ticket.

Offboarding: no standing access after a departure

When someone is marked as leaving in Paylocity, the matching account in Microsoft 365 is deactivated or flagged, so departures do not leave open access behind.

What you can sync between Microsoft 365 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.

Microsoft 365 objects Paylocity objects How this pairing syncs
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. 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. Calendar Events is specific to Microsoft 365 and Pay Statements to Paylocity — each maps to any object or custom field on the other side.
Contacts Personal and org contacts kept consistent with CRM contact records. Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. Contacts is specific to Microsoft 365 and Company Codes to Paylocity — each maps to any object or custom field on the other side.
OneDrive Files (driveItems) File and folder metadata synced for document workflows and audits. Custom Fields Read-only company-specific custom fields returned by category, used to enrich the employee record downstream. OneDrive Files (driveItems) is specific to Microsoft 365 and Custom Fields to Paylocity — each maps to any object or custom field on the other side.
SharePoint Sites & Lists List items read and written like lightweight database tables. 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. SharePoint Sites & Lists is specific to Microsoft 365 and Employees to Paylocity — each maps to any object or custom field on the other side.
Teams Team and membership data provisioned from upstream systems. 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. Teams is specific to Microsoft 365 and Onboarding to Paylocity — each maps to any object or custom field on the other side.
Planner & To Do Tasks Task items synced with project and work-management tools. 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. Planner & To Do Tasks is specific to Microsoft 365 and Deductions (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.

How changes propagate between Microsoft 365 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.

Microsoft 365 Paylocity Sub-second propagation

DetectionMicrosoft 365 notifies Stacksync of record changes through webhook events. Graph change notifications (webhooks) plus delta queries for incremental sync.

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

Paylocity Microsoft 365 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 Microsoft 365 through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • 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 Microsoft 365 ⇄ Paylocity

Connect Microsoft 365 and Paylocity for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Paylocity connection.

Real-time

Two-way sync

Changes in Microsoft 365 or Paylocity instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 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 Microsoft 365 or Paylocity record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Paylocity sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft 365 and Paylocity.

How the Microsoft 365 and Paylocity connectors work

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks

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 Microsoft 365 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 Microsoft 365 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
    Microsoft 365 connected
    Paylocity connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft 365 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 · Microsoft 365 ⇄ 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
    Microsoft 365 Paylocity
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Microsoft 365 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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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 455 integrations available for Microsoft 365 and Paylocity.

Popular · 8 of 455
All Microsoft 365 integrations All Paylocity integrations Browse all integrations
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