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Paychex - How do I link my account?
Paychex - How do I link my account?

How to link your Paychex account to Merge

Pritak Patel avatar
Written by Pritak Patel
Updated this week

Overview

To authenticate Paychex, you will need to provide the following information:

  • API key

  • Client Secret

This guide will walk you through finding or creating those credentials within Paychex.

Prerequisites

Please ensure you have Admin permissions in your company's Paychex instance or someone has shared their access with you.

Instructions

Step 1: Find your API key and Client Secret

  1. Log in to your Paychex account and go into Company Settings

  2. Select Integrated apps

  3. Click Create App

  4. Enter an Application Name and Description


    If you need access to Payroll data and do not see it as a toggle, contact your account manager for help.

  5. Select Read & Write for both Payroll and Company & People

  6. Accept the Legal Notice and Paychex Inc, API License Agreement, then hit Save

  7. You'll then see the API key and Client Secret, which you'll paste into the linking flow

Step 2: Paste the credentials into the linking flow

Notes

  • If you require payroll data but do not have access to the Payroll and check APIs toggle while linking your account, please ask the company providing the application you are integrations with to contact Paychex with the below message:

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