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Human resources ⇄ CRM

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

Keep Paylocity and SugarCRM 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 SugarCRM

Keep the people who own accounts in SugarCRM 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.

SugarCRM 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 Custom modules, Accounts, Contacts, Leads in SugarCRM with Direct Deposit, Pay Statements, Company Codes, Custom Fields 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 SugarCRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Keep contacts and leads aligned with marketing automation for consistent segmentation
  • 02 Consolidate data from an on-premise Sugar deployment into a cloud warehouse for reporting
  • 03 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.
  • 04 Read Pay Statements and Direct Deposit allocations into a Postgres or warehouse database for labor-cost, GL, and headcount reporting in SQL.

Common sync patterns

Deactivate access when someone leaves

When Paylocity marks a worker as departed, the matching user in SugarCRM 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.

Where Paylocity tracks people the business also engages: contacts stay in sync

A person recorded in Paylocity, such as a candidate or applicant, can create or update the matching contact in SugarCRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

What you can sync between Paylocity and SugarCRM

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 SugarCRM objects How this pairing syncs
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. Contacts People linked to accounts, synced with marketing and support systems. Earnings (Pay Setup) is specific to Paylocity and Contacts to SugarCRM — 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. Leads Unqualified prospects that convert into contacts and opportunities. Local and State Taxes is specific to Paylocity and Leads to SugarCRM — 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. Opportunities Deals with revenue line items, synced to forecasting and billing. Direct Deposit is specific to Paylocity and Opportunities to SugarCRM — each maps to any object or custom field on the other side.
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. Cases Support tickets kept aligned with help desk tools. Pay Statements is specific to Paylocity and Cases to SugarCRM — each maps to any object or custom field on the other side.
Company Codes Read-only reference codes and descriptions (cost centers, departments, positions) used to validate field mappings on employee writes. Calls and Meetings Activity records used for engagement reporting. Company Codes is specific to Paylocity and Calls and Meetings to SugarCRM — each maps to any object or custom field on the other side.
Custom Fields Read-only company-specific custom fields returned by category, used to enrich the employee record downstream. Tasks Follow-ups attached to records across modules. Custom Fields is specific to Paylocity and Tasks to SugarCRM — each maps to any object or custom field on the other side.

How changes propagate between Paylocity and SugarCRM

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

SugarCRM Paylocity Sub-second propagation

DetectionSugarCRM notifies Stacksync of record changes through webhook events. Polling on date_modified.

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).
  • SugarCRM: Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas.
What ships with Paylocity ⇄ SugarCRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Paylocity or SugarCRM 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 SugarCRM record.

Observability

Monitoring

Track your Paylocity ⇄ SugarCRM 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 SugarCRM.

How the Paylocity and SugarCRM 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).

SugarCRM

Integration surface
REST API with module-based endpoints
Authentication
OAuth 2.0 access and refresh tokens issued by the Sugar instance
Change detection
Polling on date_modified; server-side web logic hooks can push record events to external URLs
Capabilities
read · write · webhooks
Rate limits
Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas
How it works

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

    Choose tables

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

Paylocity and SugarCRM 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
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:

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 520 integrations available for Paylocity and SugarCRM.

Popular · 8 of 520
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