# Integrating with Paylocity (SFTP)

### Prerequisites 

To connect **Paylocity** to **Drivetrain** using **SFTP**, you need:

1. A **Paylocity account** with access to **Report & Analytics and Reporting Settings**
2. Your **Drivetrain-assigned SFTP credentials:**
   1. **Username:** `dtuserXXX`
   2. **Private key** (.ppk file)
3. At least one **Paylocity report (Dynamic)** that you want to sync to Drivetrain

### Paylocity Setup 

#### Step 1: Create the Drivetrain SFTP Integration 

1. In Paylocity, navigate to **Report & Analytics.**
2. Click the **Reporting Settings tab.**
3. Click **Add Integration.**
4. Enter the following details:
   1. **Name:** Drivetrain
   2. **Server/Host Name:** sftp1.drivetrain.ai
   3. **Directory:** paylocity
   4. **Port:** 22
   5. **User Name:** `dtuserXXX` *(you can get this from the Drivetrain team)*
   6. **Authentication option:** Upload key file
   7. **Upload file**: Select the **.ppk file** provided by Drivetrain
5. Click **Run Now** to test the connection.

#### Step 2: Create or Select a Report 

You can send any Paylocity report to Drivetrain, including **Saved Reports** or newly created **Dynamic Reports.**

**To create a Dynamic Report:**

1. Go to **Create Report → Dynamic.**
2. **Select the dataset** you want to use (e.g., Employee Record Information, Employee Position History, Employee Status History).

<figure><img src="/files/lpemL4BO0C6MQOvOybNV" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/o3Eg36im26RFW84UYsmc" alt=""><figcaption></figcaption></figure>

3. **Choose the fields** you want to include. Commonly included fields are:
   1. Employee ID
   2. First name / Last name
   3. Company code
   4. Employment status
   5. Hire date
   6. Termination date
   7. Department
   8. Job title
   9. Tenure

<figure><img src="/files/5EJ35l2DhdjUZV2pCmvB" alt=""><figcaption></figcaption></figure>

4. **Save** the report.

#### Step 3: Schedule the Report for Delivery&#x20;

1. **Open the report** you want to send to Drivetrain.

<figure><img src="/files/aCbABqop4jVUdAv1DAe8" alt=""><figcaption></figcaption></figure>

2. Click the **⋮ (More Options)** menu and select **Schedule**.
3. Configure the schedule:
   1. **Frequency:** Daily
   2. **Time:** Choose a time early in the morning (e.g., 3:00 AM Pacific)
   3. **Exclude Weekends:** Optional
   4. **Time Zone:** Set according to your region
4. Under **What Reports Will Be Included**, ensure your report is selected.
5. Scroll to **Delivery Options** and select:
   1. Deliver to integration: Drivetrain
   2. Send Notification: Off (optional)

<figure><img src="/files/Nj5cr6FtFGk71ZWdQUGb" alt=""><figcaption></figcaption></figure>

6. Click **Save**.

**To test the delivery immediately:**

1. Navigate to **Schedules**.
2. Clic**k Run Now** on the newly created schedule.

<figure><img src="/files/pu8T0Gz3AT9f0O0Ic6L3" alt=""><figcaption></figcaption></figure>

Once the integration is set up, you can schedule as many reports as needed using the same Drivetrain SFTP integration. No additional configuration is required.


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