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Okta and Paylocity integration

Plan how Okta and Paylocity should share data across your business. Work with Stacksync engineers on record mapping, system access, and the requirements for running the integration.

  • Scope your workflow with an integration engineer
  • Review the systems, records, and updates you need
Integration planning
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Plan the connection your business needs

Explore a Okta and Paylocity integration with a Stacksync engineer. Stacksync support for Okta and Paylocity is not established by the connector documentation reviewed for this page. Start with one record and the update your business needs to identify an implementation path.

01 / Business process

Start with one meaningful update

Identify the record that changes in Okta or Paylocity, where it needs to appear, and which team depends on it.

02 / Data access

Establish the available connection

Bring the objects, account editions, and required directions. An engineer can review the connector path, permissions, and field access.

03 / Success criteria

Define a result you can verify

Agree on record matching, acceptable delay, expected volume, and how your team will resolve failed updates.

Technical referenceAvailable documentation, candidate record relationships, and questions for your technical review.

What records can you sync?

Explore the record types and read/write requirements for each system.

OktaConnection and object support require review

Record types to review with Stacksync

Record typeCoverage and requirements
UsersConfirm support for this record type and the direction you need.
GroupsConfirm support for this record type and the direction you need.
ApplicationsConfirm support for this record type and the direction you need.
Group RulesConfirm support for this record type and the direction you need.
Factors (Authenticators)Confirm support for this record type and the direction you need.
PoliciesConfirm support for this record type and the direction you need.

Discuss Okta requirements

PaylocityConnection and object support require review

Record types to review with Stacksync

Record typeCoverage and requirements
EmployeesConfirm support for this record type and the direction you need.
OnboardingConfirm support for this record type and the direction you need.
Deductions (Pay Setup)Confirm support for this record type and the direction you need.
Earnings (Pay Setup)Confirm support for this record type and the direction you need.
Local and State TaxesConfirm support for this record type and the direction you need.
Direct DepositConfirm support for this record type and the direction you need.

Discuss Paylocity requirements

Connection requirements and limits

Okta

Integration interface
REST API (Okta Management API, /api/v1) with Event Hooks for outbound events and the System Log API as the change feed
Authentication
Confirm the credentials, API plan, and permissions required for Okta.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync

Limitations to check

  • Confirm Stacksync support for Okta and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Paylocity

Integration interface
REST API (v1 and v2), JSON payloads
Authentication
Confirm the credentials, API plan, and permissions required for Paylocity.
Change detection
Confirm how Stacksync detects changes for this connector and the objects you need.
Read access
Confirm with Stacksync
Write access
Confirm with Stacksync

Limitations to check

  • Confirm Stacksync support for Paylocity and the record types your workflow needs.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare your technical review

Use the worksheets and reference checks to capture record identity, ownership, and the result your business expects.

Implementation reference

Record identity and field ownership

Use these data-model references to describe the records your connection needs. They are planning examples; connector availability and supported operations must be established before implementation.

Download the mapping worksheet

CSV · No email required · Record matching, ownership, and test cases

Business processUsers Employees

Approved worker-to-account handoff: Paylocity Employees provides context for Okta Users. These are related records, not equivalent entities.

Okta
Object support to establish
Paylocity
Object support to establish

Record identity

Link the employment/person identity to the directory tenant and user ID; support rehires without creating duplicate accounts.

Field ownership

HR effective dates and access-owner approval govern provisioning or deactivation; a record update alone is not an access authorization.

Fields to include

  • Source record reference
  • Destination record reference
  • Approved handoff state
  • Duplicate-detection key

Architecture decision

Choose how to connect your systems

Choose a method around one example record and the update your business needs. Use Users / Employees to review record matching and confirm Stacksync support for the required operations. Compare ongoing sync, a custom workflow, and a scheduled export against that requirement.

Stacksync managed sync

Best fit
Review compatibility with a Stacksync engineer using an example of the records and updates you need.
Operating responsibility
Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose
Check record matching: Link the employment/person identity to the directory tenant and user ID; support rehires without creating duplicate accounts. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit
A vendor-built integration may fit if it supports your Okta and Paylocity record types.
Operating responsibility
Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose
First check whether either vendor offers this integration. If available, verify Users / Employees, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit
Consider explicit orchestration for the Users / Employees handoff.
Operating responsibility
Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose
Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit
Consider for a one-time Okta / Paylocity migration or a reporting need with an explicit freshness window.
Operating responsibility
Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose
Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow reference

From a business event to the right update

Open a workflow to see its trigger, record relationships, and expected result.

Worker or employee process handoff

Starting event: A change to the selected Users or Employees record needs a defined result in the other system.

  1. Start with Okta Users and Paylocity Employees. Use the record-matching and field-ownership rules from your mapping worksheet.
  2. Resolve organization, position, manager, and effective-date context before dependent changes.
  3. Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test a future-dated joiner, a mover, and a leaver with protected-account exceptions before applying access changes.

If it fails: Reconcile effective dates before applying a delayed change; route ambiguous termination or access changes for review.

Manage approved account changes across Okta and Paylocity

Starting event: An approved identity change in Okta needs to be reflected in the Paylocity process.

  1. Identify the tenant and immutable user ID in Okta; determine whether Employees has a legitimate relationship to that user.
  2. Separate reporting identity context from actions that create users, grant access, or deactivate accounts. Document the approval and effective date before any action.
  3. Keep identity attributes separate from customer contacts and exclude attributes unnecessary for the process.

Expected result: A rename preserves identity; an unapproved access change is withheld; a future-dated change waits until its approved time.

If it fails: Review current permissions and approval before retrying. A stale event must not restore access that has since been removed.

Production readiness

Test the behavior your business depends on

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Users / Employees

Test case

Test a future-dated joiner, a mover, and a leaver with protected-account exceptions before applying access changes.

Expected result

The expected worker or employee relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Bring an example source record and the intended destination operation to the compatibility review. Confirm the supported route before granting write access.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failure recovery

Find the cause. Restore the data flow.

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated worker or employee change

Investigate

Inspect Okta Users and Paylocity Employees, their IDs, and the destination error.

Next action

Reconcile effective dates before applying a delayed change; route ambiguous termination or access changes for review.

A record type or update is unavailable

Investigate

Check the Okta and Paylocity connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

How updates move between Okta and Paylocity

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Okta Paylocity Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Paylocity.

Paylocity Okta Direction requires confirmation

Detect changesConfirm how Stacksync detects changes for this connector and the objects you need.

Apply updatesConfirm that Stacksync can create or update the records you need in Okta.

Update timing and record limits

  • Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.
  • Review write-back, deletion handling, update timing, and account limits with the integration team.

Prepare Okta and Paylocity access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Okta setup checklist

  • Identify the Okta account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Okta, including read/write support, authentication, and initial-load limits.

Paylocity setup checklist

  • Identify the Paylocity account, edition, environment, and business objects the integration must access.
  • Confirm a Stacksync connector or implementation path for Paylocity, including read/write support, authentication, and initial-load limits.

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Okta and Paylocity planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

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Security and control for your integrations

Use SSO and SCIM to manage access, secure connection options to reach your systems, and record-level retry and revert controls to resolve sync errors.

Explore security controls
FAQ

Okta and Paylocity integration FAQ

Find the right integration path

Walk through your Okta and Paylocity records, field mappings, and requirements with an integration engineer.