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CRM ⇄ Human resources

Nutshell to Paylocity integration — real-time, two-way sync

Keep Nutshell 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 Nutshell and Paylocity

Keep the people who own accounts in Nutshell in step with the workforce records in Paylocity, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

Nutshell 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.

Stacksync syncs Tasks, Notes, Products, Tags in Nutshell with Earnings (Pay Setup), Local and State Taxes, Direct Deposit, Pay Statements in Paylocity field by field, in real time, and in both directions. You decide which system owns which fields, so Paylocity stays authoritative on roles and org structure while Nutshell keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Push closed-won leads to accounting software to trigger invoicing automatically.
  • 02 Keep People and Companies consistent between Nutshell and email marketing or outreach tools.
  • 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

Ownership and territory follow the org chart

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

Deactivate access when someone leaves

When Paylocity marks a worker as departed, the matching user in Nutshell is flagged or deactivated, so former employees do not keep CRM access after their last day.

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

What you can sync between Nutshell 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.

Nutshell objects Paylocity objects How this pairing syncs
Leads Nutshell's deal object; synced as the pipeline record linked to people and companies 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. Leads is specific to Nutshell and Employees to Paylocity — each maps to any object or custom field on the other side.
People Individual contacts, kept consistent with marketing and outreach tools 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. People is specific to Nutshell and Onboarding to Paylocity — each maps to any object or custom field on the other side.
Companies Account records that group people and leads for account-level syncs 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. Companies is specific to Nutshell and Deductions (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.
Activities Logged calls, meetings, and emails used for engagement reporting 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. Activities is specific to Nutshell and Earnings (Pay Setup) to Paylocity — each maps to any object or custom field on the other side.
Tasks Rep to-dos mirrored into external work-management or reporting 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. Tasks is specific to Nutshell and Local and State Taxes to Paylocity — each maps to any object or custom field on the other side.
Notes Free-text history attached to leads and contacts, replicated for a full timeline 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. Notes is specific to Nutshell and Direct Deposit to Paylocity — each maps to any object or custom field on the other side.

How changes propagate between Nutshell 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.

Nutshell Paylocity Sub-second propagation

DetectionNutshell notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling as fallback.

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

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

Rate-limit considerations

  • Nutshell: Subject to the platform's API rate limits.
  • 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 Nutshell ⇄ Paylocity

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Nutshell 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 Nutshell or Paylocity record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Nutshell and Paylocity connectors work

Nutshell

Integration surface
JSON-RPC API over HTTPS; a newer REST API is also offered
Authentication
HTTP Basic with account email and API key
Change detection
webhook subscriptions for record events, with polling as fallback
Capabilities
read · write · webhooks
Rate limits
subject to the platform's API rate limits

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

    Choose tables

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

Nutshell 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 420 integrations available for Nutshell and Paylocity.

Popular · 6 of 420
All Nutshell integrations All Paylocity integrations Browse all integrations
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