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Business productivity ⇄ Human resources

NextGen Healthcare to Paylocity integration — real-time, two-way sync

Keep NextGen Healthcare 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 NextGen Healthcare and Paylocity

Keep the people, teams, and status that NextGen Healthcare 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 NextGen Healthcare 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 Clinical Documents, Medications & Allergies, Lab Results, Insurance / Coverage in NextGen Healthcare with Earnings (Pay Setup), Local and State Taxes, Direct Deposit, Pay Statements in Paylocity bi-directionally and in real time. A person added, moved, or offboarded in Paylocity creates or updates the matching user in NextGen Healthcare within seconds, with field-level mapping and conflict resolution in place of spreadsheets and one-off account changes. Where NextGen Healthcare 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 Feed referral data into intake workflows so new patients are registered without rekeying.
  • 02 Sync patient demographics into a CRM for engagement and intake workflows.
  • 03 React to the Employee Change webhook to pull the updated Employee record and propagate title, location, or manager changes to downstream apps within minutes.
  • 04 Two-way sync of Employees between Paylocity and an HRIS or identity provider so new hires, terminations, and demographic edits flow both directions.

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 NextGen Healthcare assigned to the right people.

Where NextGen Healthcare routes or assigns work by person: assignments follow the org

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

What you can sync between NextGen Healthcare 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.

NextGen Healthcare objects Paylocity objects How this pairing syncs
Providers Clinician and location directories kept consistent across scheduling and web systems. 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. Providers is specific to NextGen Healthcare and Pay Statements to Paylocity — each maps to any object or custom field on the other side.
Clinical Documents Notes and attachments exchanged with referral and document-management workflows. Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. Clinical Documents is specific to NextGen Healthcare and Company Codes to Paylocity — each maps to any object or custom field on the other side.
Medications & Allergies Clinical list data read via standardized FHIR resources for care coordination. Custom Fields Read-only company-specific custom fields returned by category, used to enrich the employee record downstream. Medications & Allergies is specific to NextGen Healthcare and Custom Fields to Paylocity — each maps to any object or custom field on the other side.
Lab Results Result data read for patient-facing portals and analytics. 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. Lab Results is specific to NextGen Healthcare and Employees to Paylocity — each maps to any object or custom field on the other side.
Insurance / Coverage Payer and eligibility data reconciled with billing and clearinghouse 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. Insurance / Coverage is specific to NextGen Healthcare and Onboarding to Paylocity — each maps to any object or custom field on the other side.
Charges & Billing Practice-management financial data synced for revenue-cycle analytics. 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. Charges & Billing is specific to NextGen Healthcare and Deductions (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.

How changes propagate between NextGen Healthcare 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.

NextGen Healthcare Paylocity Interval-based propagation

DetectionStacksync polls NextGen Healthcare for changes on an incremental schedule, reading only records changed since the previous pass. Polling, typically filtering on last-updated timestamps.

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

Paylocity NextGen Healthcare 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 NextGen Healthcare through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • NextGen Healthcare: Subject to the platform's API rate limits and healthcare data-access agreements.
  • 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 NextGen Healthcare ⇄ Paylocity

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever NextGen Healthcare 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 NextGen Healthcare or Paylocity record.

Observability

Monitoring

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

Trading partners

EDI

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

How the NextGen Healthcare and Paylocity connectors work

NextGen Healthcare

Integration surface
REST API, including FHIR-based endpoints published through NextGen's developer API program
Authentication
OAuth 2.0
Change detection
Polling, typically filtering on last-updated timestamps; no general-purpose webhook surface
Capabilities
read · write
Rate limits
Subject to the platform's API rate limits and healthcare data-access agreements.

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 NextGen Healthcare 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 NextGen Healthcare 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
    NextGen Healthcare connected
    Paylocity connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

NextGen Healthcare 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.

Learn more about security
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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 370 integrations available for NextGen Healthcare and Paylocity.

Popular · 6 of 370
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