Connect to Google Workspace (Admin Console)

Overview

This guide will walk you through establishing a connection required for the Google Workspace (Admin Console) integration. It is divided into two sections.

• Before You Begin
• Establish Connection

Section 1: Before You Begin

Google Workspace Administrator Role

• The Customer must have the Admin role and have an External login. 
• This integration supports Google Workspace (Admin Console).

Section 2: Establish Connection

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the Google Workspace application. Click the application icon or anywhere within the row where the Google Workspace application is located.

• Step 4: You will be taken to the Google Workspace screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right-clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open. 

Task 2: Customer Connects to Google Workspace

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser and press Enter. It will take you to the Connect Paylocity to Google Workspace screen. The only field that needs to be filled out is the Email field. Make sure to use the email address of a Google Workspace admin. 

• Step 2: Click Update App. 

• Step 3: You will see the screen below. Click the Connect button.

• Step 3: You will be prompted to sign in to your Google account. After signing in, you will see the screen below that asks you to allow access to your Google account. Click the Allow button.   

• Step 4: You will see the screen shown below. This indicates that your credentials were stored for the integration.

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Section 2, Task 2, Step 4), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the Google Workspace page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the Google Workspace connection has been established, and the connection can be used for Google Workspace.
    • If the connection fails, check and correct the Google Workspace credentials.