Integrating with Paychex

Overview

To authenticate Paychex, Drivetrain requires:

• API Key

• Client Secret

These credentials are created directly in your Paychex account.

Prerequisites

Before you begin, ensure the following:

• Admin permissions in your company’s Paychex instance (or access shared with you by an Admin).

• Admin access to Drivetrain with permission to add data sources.

• If payroll data is required, your Paychex account must include access to the Payroll and Check APIs.

Step 1: Generate Your API Key and Client Secret

• Log in to Paychex and go to Company Settings.

• Select Integrated Apps.

• Click Create App.

• Enter an Application Name and Description.

• Select Read only for the Company and worker APIs

  • If you also need to sync payroll information, select Read only for the Payroll and check APIs

• If Payroll API toggles are missing, contact your Paychex account manager for access.

• Review and accept the Legal Notice and Paychex API License Agreement, then Save.

• After saving, Paychex will display your API Key and Client Secret.

• Copy these credentials — you will share them with Drivetrain in the next step.

Step 2: Share Your Credentials With Drivetrain

Instead of entering the API Key and Client Secret directly into Drivetrain:

1. Send your API Key and Client Secret to your Drivetrain implementation contact or customer success team using your agreed secure channel.

2. Drivetrain will configure the connector and validate access using the credentials you provide.

3. Once connected, you will see Paychex listed under Data → Data Sources in your workspace.

Notes and Special Cases

Requesting Payroll API Access

If your Paychex account does not show the Payroll or Check API toggles:

Your application provider (Drivetrain) may need to contact Paychex using this message:

We are using Merge API as a third-party integration provider and are looking to integrate {customer} payroll data into our system. We need access to the Payroll and Check APIs toggle in the Access settings for an application. Please advise what information you need from us and whether a form is required.

Linking Multiple Companies

To link multiple companies under a Paychex parent account:

1. Ensure you are a Super Admin or Security Admin in the parent account.

2. Create the app in the parent account using the steps outlined above.

3. Open the app from Company Settings → Integrated Apps → {Your App Name}.

4. Scroll to Company Access and select Add or Remove Company.

5. Select all companies that should use the same credential set and Save.

6. Switch into each child company using the company dropdown in the upper-left corner.

7. In each child account, open the app under Integrated Apps, toggle Access on, and Save.

Once completed, share the API Key and Client Secret with Drivetrain as described in Step 2. Drivetrain will configure the connector for all selected companies.