Connect to Atlassian

Overview

This guide will walk you through establishing a connection required for the Atlassian integration. It is divided into three sections.

• Before You Begin
• Prepare Atlassian Account
• Establish Connection

Section 1: Before You Begin

Atlassian Administrator Role

• You'll need to have the administrator role in Atlassian.

Important Notes

• See Section 2 to obtain the values listed below. It's important to copy and store them somewhere safe until they're ready to use in Section 3. The API Token can only be shown once, so it's imperative that you save this value securely once it's created.
  • • Email
    • Company Subdomain
    • API Token

Section 2: Obtain API Token and Company Subdomain from Atlassian

Task 1: Obtain Atlassian API Token

This Task will be completed by the Customer.

• Step 1: Log in to https://id.atlassian.com/manage-profile/security/api-tokens
• Step 2: Click the Create API token button.

• Step 3: The Create an API token pop-up will appear. In the Label field, enter Paylocity Integration. Then, click the Create button.

• Step 4: Copy your new API Token and store it securely. For security reasons it isn't possible to view the token after closing the creation dialog.

Task 2: Find Atlassian Subdomain

This Task will be completed by the Customer.

• Step 1: Log in to your Atlassian account as an administrator. 
• Step 2: You will need to obtain your Atlassian Company Subdomain. In the address bar, copy the first part of the URL as shown in the screenshot below. This is the Company Subdomain and it will be needed to complete the next section. Make sure to copy it and save it somewhere accessible.
  • • Note: The below screenshot is just an example, and your Domain Name will be different. 

Section 3: Establish Connection

Task 1: Make connection in Marketplace

• Step 1: If your Paylocity Marketplace wizard is still open, enter the values copied from the previous Sections into the authentication fields and click Authenticate (see step 5 below). If you've navigated away and need to reopen the wizard, return to Paylocity and navigate to the ☰ Workspace selection menu in the upper-left corner of the page. Select Marketplace.

• Step 2: Select My Integrations.

• Step 3: Select Drafts.

• Step 4: Select the Continue Setup button on the Atlassian app tile.

• Step 5: Enter the values copied from the previous Sections into the authentication fields and click Authenticate.