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Human resources ⇄ ERP

Paylocity to Sage 300 integration — real-time, two-way sync

Keep Paylocity and Sage 300 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 Paylocity and Sage 300

Sync the workers, org structure, and cost centers that Sage 300 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. Sage 300 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 AR Customers, AP Vendors, GL Accounts, Journal Batches in Sage 300 with Deductions (Pay Setup), Earnings (Pay Setup), Local and State Taxes, Direct Deposit 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 Sage 300 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 Sync AR customers, invoices, and balances into a CRM for multi-currency account visibility.
  • 02 Write web and EDI orders into Order Entry and return order status to the source channel.
  • 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 Paylocity runs payroll: labor cost in the books

Pay and compensation data from Paylocity posts into Sage 300 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 Sage 300 is created, updated, or deactivated, so the business system reflects the workforce as it actually is.

New hires ready to transact in Sage 300

A new person set up in Paylocity becomes an employee record in Sage 300 in time to submit expenses, enter time, or approve a purchase, without waiting on manual setup.

What you can sync between Paylocity and Sage 300

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.

Paylocity objects Sage 300 objects How this pairing syncs
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. Inventory Items Item master with costing and quantities, synced to storefronts and WMS. Employees is specific to Paylocity and Inventory Items to Sage 300 — each maps to any object or custom field on the other side.
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. AR Invoices and Receipts Billing and payment records replicated for cash and revenue reporting. Onboarding is specific to Paylocity and AR Invoices and Receipts to Sage 300 — each maps to any object or custom field on the other side.
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. AR Customers Receivables customer master synced to CRMs and billing tools. Deductions (Pay Setup) is specific to Paylocity and AR Customers to Sage 300 — each maps to any object or custom field on the other side.
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. AP Vendors Payables vendor master synced with procurement and payment systems. Earnings (Pay Setup) is specific to Paylocity and AP Vendors to Sage 300 — each maps to any object or custom field on the other side.
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. GL Accounts Chart of accounts read for transaction mapping across integrations. Local and State Taxes is specific to Paylocity and GL Accounts to Sage 300 — each maps to any object or custom field on the other side.
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. Journal Batches GL entries staged in batches that must be posted; a common write target for external systems. Direct Deposit is specific to Paylocity and Journal Batches to Sage 300 — each maps to any object or custom field on the other side.

How changes propagate between Paylocity and Sage 300

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.

Paylocity Sage 300 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 applied to Sage 300 as a row-level write, with types converted between the two schemas.

Sage 300 Paylocity Interval-based propagation

DetectionStacksync polls Sage 300 for changes on an incremental schedule, reading only records changed since the previous pass. Scheduled polling.

DeliveryEach detected change is written to Paylocity 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 Paylocity ⇄ Sage 300

Connect Paylocity and Sage 300 for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Paylocity–Sage 300 connection.

Real-time

Two-way sync

Changes in Paylocity or Sage 300 instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Paylocity or Sage 300 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 Paylocity or Sage 300 record.

Observability

Monitoring

Track your Paylocity ⇄ Sage 300 sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Paylocity and Sage 300.

How the Paylocity and Sage 300 connectors work

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).

Sage 300

Integration surface
Sage 300 Web API (REST) on newer releases; .NET/COM SDK and direct SQL Server access on-prem
Authentication
Sage 300 user credentials (Basic auth on the Web API); database credentials for direct SQL reads
Change detection
Scheduled polling; batch-oriented modules with no webhook surface
Capabilities
read · write
How it works

How to connect Paylocity to Sage 300 — 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 Paylocity and Sage 300 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
    Paylocity connected
    Sage 300 connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Paylocity and Sage 300 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 · Paylocity ⇄ Sage 300
    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
    Paylocity Sage 300
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Paylocity and Sage 300 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 509 integrations available for Paylocity and Sage 300.

Popular · 8 of 509
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