Merge

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

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

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

Step 1: Find your API key and Client Secret

Log in to your Paychex account and go into Company Settings ​

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. ​

Select Read both Payroll and Company &amp; People

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

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

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 both Payroll and Company &amp; 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

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. 

Linking multiple companies - If you want to link multiple companies in Paychex you have to be either a Super admin or a Security admin in the parent account, then follow the steps below:

1. Make sure you register the app as described in the above guide for the Paychex parent account
2. After creating the app, open it via Company Settings &gt; Integrated Apps &gt; {Your App Name}
3. Scroll down to the Company Access section and click on +Add or remove Company
4. Select all companies you wish to link to this set of credentials, these will now be shown in the Company Access section for review
5. Save your changes
6. Switch to each child account using the drop down arrow next to company name in the upper left corner
7. In each child account open the app via Company Settings &gt; Integrated Apps &gt; {Your App Name}, then toggle on Access and Save the settings settings

- 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. 
 
- Linking multiple companies - If you want to link multiple companies in Paychex you have to be either a Super admin or a Security admin in the parent account, then follow the steps below:
 1. Make sure you register the app as described in the above guide for the Paychex parent account
 2. After creating the app, open it via Company Settings &gt; Integrated Apps &gt; {Your App Name}
 3. Scroll down to the Company Access section and click on +Add or remove Company
 4. Select all companies you wish to link to this set of credentials, these will now be shown in the Company Access section for review
 5. Save your changes
 6. Switch to each child account using the drop down arrow next to company name in the upper left corner
 7. In each child account open the app via Company Settings &gt; Integrated Apps &gt; {Your App Name}, then toggle on Access and Save the settings settings

Overview

Prerequisites

Instructions

Step 1: Find your API key and Client Secret

Step 2: Paste the credentials into the linking flow

Notes