Configure SFTP Integration in Paylocity

This article will walk you through configuring an SFTP Integration in Paylocity.

Section 1: Before You Begin

Important Notes

• The Customer must have the company administrator role in Paylocity.

Section 2: Add SFTP integration in Paylocity

• Step 1: In the main menu, select Reports & Analytics > Reporting.

• Step 2: On the sub-menu, click Reporting Settings.

• Step 3: Click the Add Integration button near the top right of your screen.

• Step 4: The Add SFTP Integration window will appear on the right of your screen. Follow Steps 5-12 to complete the fields shown in the screenshot below.

• Step 5: In the Name field, enter GL Report > ERP Integration.
• Step 6: In the Server/Host Name field (in the Server Information section), enter cloudsnap.exavault.com.
• Step 7: Leave the Directory field blank (in the Server Information section).
• Step 8: In the User Name field (in the Authentication Credentials section), enter the ExaVault username that was provided by the Paylocity Tech Services team. 
• Step 9: Select the Enter Password option.
• Step 10: In the Password field (in the Authentication Credentials section), enter the ExaVault password that was provided by the Paylocity Tech Services team. 
• Step 11: Click the Test Connection button at the bottom of your screen.  
• Step 12: If the test is successful, you will see the Connection Successful notification at the bottom of your screen.

• Step 13: If successful, click the Add Integration button at the top right.

• Step 14: The Acknowledgement of Data Transfer pop-up window will appear. Once you agree, check the box located at the bottom of the pop-up window, add your signature, and click Acknowledge.