How to Connect & Use Paylocity with YourMedSoft
Complete step-by-step guide to integrate Paylocity with YourMedSoft. Learn how to connect Paylocity, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Payroll & Earnings.
To connect Paylocity to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate Paylocity, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull clinician profiles, specialties & hourly pay rates into Payroll & Earnings (/portal/payroll), push approved timesheets, regular/ot hours & gross pay out to Paylocity, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on Paylocity (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and Paylocity are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- FLSA & Department of Labor Compliance: Overtime thresholds (daily >8 hrs in CA/NV/AK and weekly >40 hrs federal) and shift differentials are validated prior to payroll batch transmission to prevent wage and hour violations.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate Paylocity
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "Paylocity" or filter by the "Payroll & HR" category pill.
Connect Paylocity (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your Paylocity admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your Paylocity token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom Paylocity subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
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Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "Paylocity Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from Paylocity" to pull clinician profiles, specialties & hourly pay rates via API, or use "Upload CSV / JSON File into Clinician Staff Roster" to batch-import records directly into Payroll & Earnings (/portal/payroll).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the Paylocity Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Payroll & Earnings). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to Paylocity.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Payroll & Earnings at /portal/payroll). Select your active billing cycle or pay period, review the live record counts (Approved Timesheets & Payroll Runs), and click "Export to Paylocity" for direct API transmission or "Download CSV Batch" for manual upload into Paylocity.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Payroll & Earnings (/portal/payroll) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your Paylocity plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: Paylocity shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means Paylocity was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open Paylocity > "Manage Data & Sync" > "API Key" tab, paste your Paylocity token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by Paylocity
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in Paylocity, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into Paylocity.
Issue: Where do my imported records from Paylocity appear?
Operational Resolution: Imported records from Paylocity are saved directly into Clinician Staff Roster. Click the "Payroll & Earnings" link inside the "Import (Data In)" tab or navigate to /portal/payroll in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect Paylocity?
As soon as you click Connect, YourMedSoft pins Paylocity to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Payroll & Earnings (/portal/payroll), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for Paylocity?
In the Paylocity Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Payroll & Earnings): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push approved timesheets & payroll runs or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and Paylocity?
The two-way integration handles: (1) Inbound (Data In): Import worker demographics, active status, and pay rates -> routed to Payroll & Earnings (/portal/payroll). (2) Outbound (Data Out): Send approved punch hours and shift differential bonuses -> sourced from Approved Timesheets & Payroll Runs.
Does connecting Paylocity incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your Paylocity API key or use free CSV Batch / Sandbox Mode.
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