Real-time
Two-way sync
Changes in Paylocity or Streak CRM instantly reflect in both systems. No stale data, no manual imports.
Human resources ⇄ CRM
Paylocity to Streak CRM integration — real-time, two-way sync
Keep Paylocity and Streak CRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
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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 Streak CRM
Keep the people who own accounts in Streak CRM 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.
Streak CRM 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 Boxes, Stages, Contacts, Organizations in Streak CRM 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 Streak CRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.
Common use cases
- 01 Sync Streak boxes into Postgres so operations can query pipeline data with SQL and back internal tools
- 02 Push deals and contacts into a warehouse to report on pipeline alongside product and billing data
- 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
New team members provisioned when they are hired
When Paylocity records a new hire, a matching user or owner is created in Streak CRM, so a new rep can start working accounts without waiting on a manual setup ticket.
Ownership and territory follow the org chart
When a person changes team, manager, or region in Paylocity, their accounts and territory assignments in Streak CRM 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 Streak CRM is flagged or deactivated, so former employees do not keep CRM access after their last day.
What you can sync between Paylocity and Streak CRM
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 | Streak CRM objects | How this pairing syncs | |
|---|---|---|---|
| Custom Fields Read-only company-specific custom fields returned by category, used to enrich the employee record downstream. | Custom fields Per-pipeline field definitions that determine what data a box can hold. | Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions. Custom fields on either side are included in the mapping. | |
| 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. | Contacts People linked to boxes, synced with marketing and support tools. | Onboarding is specific to Paylocity and Contacts to Streak CRM — 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. | Organizations Company records associated with contacts and boxes. | Deductions (Pay Setup) is specific to Paylocity and Organizations to Streak CRM — 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. | Tasks To-dos attached to boxes for follow-up tracking. | Earnings (Pay Setup) is specific to Paylocity and Tasks to Streak CRM — 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. | Email threads Gmail threads linked to boxes, since the CRM lives inside the inbox. | Local and State Taxes is specific to Paylocity and Email threads to Streak CRM — 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. | Pipelines Define the process and the custom field schema that boxes in them carry. | Direct Deposit is specific to Paylocity and Pipelines to Streak CRM — each maps to any object or custom field on the other side. |
How changes propagate between Paylocity and Streak CRM
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 Streak CRM 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 Streak CRM through its API, with automatic retries and rate-limit backoff.
Streak CRM Paylocity Interval-based propagation
DetectionStacksync polls Streak CRM for changes on an incremental schedule, reading only records changed since the previous pass. Polling against pipeline, box, and contact endpoints.
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).
- Streak CRM: Subject to the platform's API rate limits; quotas are not prominently published.
What ships with Paylocity ⇄ Streak CRM
Connect Paylocity and Streak CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Paylocity–Streak CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Paylocity or Streak CRM 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 Streak CRM record.
Observability
Monitoring
Track your Paylocity ⇄ Streak CRM 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 Streak CRM.
How the Paylocity and Streak CRM 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).
Streak CRM
- Integration surface
- REST API
- Authentication
- API key issued per user
- Change detection
- Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans
- Capabilities
- read · write
- Rate limits
- Subject to the platform's API rate limits; quotas are not prominently published
How it works
How to connect Paylocity to Streak CRM — 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.
- 01
Connect your apps
Authenticate Paylocity and Streak CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Paylocity
connected
Streak CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Paylocity and Streak CRM 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.
objects · Paylocity ⇄ Streak CRMCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Paylocity Streak CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Paylocity and Streak CRM integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Paylocity and Streak CRM: authenticate both systems, choose the objects to sync (such as Paylocity's Custom Fields and Onboarding), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Streak CRM: Streak runs inside Gmail as an extension, so its boxes link directly to email threads rather than to a standalone activity log. Paylocity: Direct Deposit, Pay Statements, Company Codes, and Custom Fields are read-only through the API — bank and processed-payroll data can be pulled but not written. Stacksync's field mapping accounts for these differences between Paylocity and Streak CRM without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Paylocity and Streak CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Paylocity and Streak CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Paylocity–Streak CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Paylocity and Streak CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Paylocity: 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. On Streak CRM: Polling against pipeline, box, and contact endpoints; Streak's automations can send outbound webhooks on higher plans. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
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:
Related integrations
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