API Access Request Review for Payroll Reporting Integration

March 04, 2026 at 08:59 AM|18 min
Positive

Bottom Line

Speaker A (JD) and Speaker B (Kara) reviewed an API access request for integrating Paylocity payroll data into an internal reporting tool. The goal is to automate payroll cost accruals and gain real-time insights into project-based labor costs, moving away from manual Excel processes.

Key Takeaways

API Access Purpose:: The API will be used to pull payroll and time data for internal reporting, specifically to automate month-end accruals and analyze project-based overtime.

Endpoint Selection:: Kara recommended adjusting the requested endpoints, suggesting removal of POST/PATCH functions (like Pantry API) not needed for read-only reporting and evaluating batch vs. single-pull options.

Two Credential Sets:: The integration will likely require two sets of API credentials—one for the legacy "Web Link" API and one for the newer "Next Gen" API—due to differing endpoint capabilities.

Ongoing Support:: Kara will remain the point of contact during setup, and ongoing support will be available through a web services team after the project closes.

Decisions Made

• Remove Pantry API and Punch Import endpoints — decided by Kara (Speaker B) with JD's (Speaker A) agreement

• Proceed with initial endpoint selection as adjusted by Kara — decided by JD (Speaker A)
Action Items
Send JD the existing API request form and an updated version reflecting the discussed endpoint changes (removing Pantry/Punch Import, suggesting batch options). — Speaker B
Review the updated API request form and provide approval or requested changes to Kara. — Speaker A
Provision the approved API access credentials for production (since sandbox is not required). — Speaker B
Test the provided API credentials and explore the developer portal links to begin integration development. — Speaker A
Schedule a follow-up if endpoint adjustments are needed after initial testing of the API data. — Speaker A
Decisions
Remove Pantry API and Punch Import endpoints from the request, as they are for posting data and not needed for read-only reporting. — Speaker B
Proceed with the initial API request using Kara's adjusted endpoint recommendations, with the option to modify later if needed. — Speaker A
Topics
API Access Request Endpoint Selection Production vs Sandbox Legacy vs Next Gen API Payroll Reporting Use Case Ongoing Support Process

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