--- title: Integrate Paychex with Engagedly description: Integrating Paychex with Engagedly allows the admins to sync all the employees’ information, including custom field data, from Paychex to the Engagedly platform. --- [Skip to content](https://help.engagedly.com/integrate-paychex-with-engagedly#main-content) English Show submenu for translations [Contact us](https://help.engagedly.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.engagedly.com/tickets?hsLang=en) ![Engagedly dark.png\]](https://help.engagedly.com/hs-fs/hubfs/Engagedly%20dark.png?height=31&name=Engagedly%20dark.png) - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) Open main navigation Close main navigation - [About Us](http://www.engagedly.com/about-us) Show submenu for About Us - [Management Team](http://www.engagedly.com/about-us/management-team) - English Show submenu for translations - [Contact us](https://help.engagedly.com/kb-tickets/new) - [Customer portal](https://help.engagedly.com/tickets) - [Our Website](https://engagedly.com/) [Our Website](https://engagedly.com/) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.engagedly.com/?hsLang=en) 2. [Integrations](https://help.engagedly.com/integrations?hsLang=en) 3. [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations) # Integrate Paychex with Engagedly ### **Table of contents** 1. [Introduction](https://help.engagedly.com/integrate-paychex-with-engagedly#intro-1) 2. [Integration process](https://help.engagedly.com/integrate-paychex-with-engagedly#integration) 3. [Set up Paychex](https://help.engagedly.com/integrate-paychex-with-engagedly#set-up-3) 4. [Default field mappings](https://help.engagedly.com/integrate-paychex-with-engagedly#default) 5. [Before user sync](https://help.engagedly.com/integrate-paychex-with-engagedly#before-user-sync-4) 6. [After user sync](https://help.engagedly.com/integrate-paychex-with-engagedly#after-user-sync-5) 7. [Primary unique identifier](https://help.engagedly.com/integrate-paychex-with-engagedly#set-up-identifier-6) 8. [Sync process](https://help.engagedly.com/integrate-paychex-with-engagedly#sync-process-7) 9. [Disable connection](https://help.engagedly.com/integrate-paychex-with-engagedly#disable-connection-8) ### **1. Introduction** Integrating Paychex with Engagedly allows admins to sync employee information, including custom fields, from Paychex directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and ensures employee data stays accurate and up to date. It also helps reduce manual updates and maintain consistent employee records across both platforms. Learn more in [Overview of integrations](https://help.engagedly.com/overview-of-integrations?hsLang=en). **📒Note:** This document covers the integration setup for both Tangerine (V2) and Indigo (V3). Screenshots are captured from Indigo (V3), so the user interface may vary slightly in Tangerine. ###### **Prerequisites** - Admin access to both Paychex and Engagedly. ### **2. Integration process** [Contact our support team](mailto:support@engagedly.com) to enable Paychex for your organization. Once enabled, the application status changes to “Available”, allowing you to proceed with the connection. Navigate to **Settings \> Integrations** in Engagedly to verify the status. In the “HRIS” section, Paychex appears as an available option. ### **3. Set up Paychex** Admins can set up Paychex integration with Engagedly. Navigate to **Settings \> Integrations** in Engagedly. 1. In the "HRIS" section, click **Paychex**. ![Integrate Paychex with Engagedly1](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly1.jpg?width=670&height=330&name=Integrate%20Paychex%20with%20Engagedly1.jpg)      2.  Use the toggle to enable Paychex and click **SAVE** at the top right. ![Integrate Paychex with Engagedly2](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly2.jpg?width=670&height=237&name=Integrate%20Paychex%20with%20Engagedly2.jpg) **📒Note:** The SAVE option is available only after you enable Paychex.   3.   Click **+ ADD COMPANY** in the "CONFIGURE COMPANY" section. ![Integrate Paychex with Engagedly3](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly3.jpg?width=670&height=238&name=Integrate%20Paychex%20with%20Engagedly3.jpg) **📒Note:** The "CONFIGURE COMPANY" section appears only after you save the settings in [Step 2](https://help.engagedly.com/integrate-paychex-with-engagedly#Step-2).      4.  Log in to Paychex and copy the eight-digit company ID on the homepage. ![Integrate Paychex with Engagedly4](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly4.jpg?width=670&height=319&name=Integrate%20Paychex%20with%20Engagedly4.jpg)      5.  Go to Engagedly, paste the eight-digit company ID in the "ADD COMPANY" pop-up, and click **SAVE**. ![Integrate Paychex with Engagedly5](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly5.jpg?width=670&height=238&name=Integrate%20Paychex%20with%20Engagedly5.jpg)      6.  Go to Paychex and click **Company Settings** in the left navigation menu.      7.  Select **Integrated apps** and thenselect **Engagedly**. ![Integrate Paychex with Engagedly6](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly6.jpg?width=670&height=319&name=Integrate%20Paychex%20with%20Engagedly6.jpg)      8.  Enable the option **I’ve read and agree to the Third Party Terms of Use**,and click **Approve** at the top right. ![Integrate Paychex with Engagedly7](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly7.jpg?width=670&height=319&name=Integrate%20Paychex%20with%20Engagedly7.jpg) **📒Note:** The user sync process does not occur if you do not agree to the terms of use. ### **4. Default field mappings** By default, the following fields are mapped between Paychex and Engagedly: | **Engagedly fields** | **Paychex fields** | | --- | --- | | First Name | First Name | | Last Name | Last Name | | Email | Email | | Gender | Gender | | Status | Status | | Employee ID | Employee ID | | Date of Hire | Hire Date | | Departure Date | Termination date | | Block Reason Code | Termination type | | Profile Picture | Profile Picture | | Job Title | Position | | Department | Department | | Cost center | Business unit | | Reporting to | Supervisor | | Birthday | Birthday | | Office | Location | | LinkedIn | LinkedIn | | Employee type | Occupation type | **📒Note:** These are the default mappings. Contact our support team to customize or add additional fields as required. ### **5. Before user sync** If you want to sync any custom fields available on Paychex, email your requirements to [our support team](mailto:support@engagedly.com) with the following details before mapping. 1. **Settings in Engagedly** Enable or disable the following: a. Block non-synced users b. Blocked user creation c. Sync mapped attributes only 2. **Field requirements** Specify which fields are required to sync and which are not. **Example:** You may require the first name and last name fields, but not the middle name field. 3. **Employee scope** Indicate whether you want to sync: a. Only active employees b. All active and terminated employees c. All departments, managers, job titles, and location details 4. **Custom fields** You can also [add custom fields](https://help.engagedly.com/access-global-settings#Add-sections-fields) in Engagedly as required. ### **6. After user sync** After you complete the setup and share your field-mapping requirements, you receive an email from [our support team](mailto:support@engagedly.com). This email informs you to add or update users on Paychex and initiate the sync process. 1. **Sync completion notification:** After the user sync process is completed, you receive an email with the sync update. 1. **New user credentials:** After every successful sync, newly added users receive an email with their credentials and a link to set their password, allowing them to log in to Engagedly. 2. **Employee data updates:** After each sync, employee details are automatically updated in Engagedly. ### **7. Primary unique identifier** By default, email ID serves as the primary unique identifier for employees. If you prefer to use employee ID, [contact our support team](mailto:support@engagedly.com) to update this setting. ### **8.  Sync process** After setting up Paychex, you can initiate the user sync process manually or schedule it as required. After the user sync process is completed, you receive an email regarding the sync update. #### **8.1. Sync manually** After adding users on Paychex, sync them to import into Engagedly. 1. Add users on Paychex. 2. Go to Engagedly. 3. In the "SYNC SETTINGS" section, click **SYNC NOW**. ![Integrate Paychex with Engagedly8](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly8.jpg?width=670&height=238&name=Integrate%20Paychex%20with%20Engagedly8.jpg) #### **8.2. Schedule sync** After adding users on Paychex, schedule the user sync in Engagedly. 1. In the "SYNC SETTINGS" section, click the **Clock ![Clock1](https://help.engagedly.com/hs-fs/hubfs/Clock1.png?width=29&height=30&name=Clock1.png)** icon. 2. Set the timing for the daily user sync and click **SCHEDULE**. ![Integrate Paychex with Engagedly9](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly9.jpg?width=670&height=238&name=Integrate%20Paychex%20with%20Engagedly9.jpg) **📒Note:** The system converts the time you set to UTC before initiating the user sync process. ### **9. Disable connection** You can disable the Paychex integration with Engagedly at any time. **📒Note:** If you disconnect the integration, both manual and scheduled user sync processes stop. Navigate to **Settings \> Integrations** in Engagedly. 1. In the "HRIS" section, click **Paychex**. 2. Use the toggle to disable Paychex and click **SAVE** at the top right. ![Integrate Paychex with Engagedly10](https://help.engagedly.com/hs-fs/hubfs/Integrate%20Paychex%20with%20Engagedly10.jpg?width=670&height=238&name=Integrate%20Paychex%20with%20Engagedly10.jpg) - [Getting Started](https://help.engagedly.com/getting-started?hsLang=en#main-content) - [Overview (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#overview-indigo-v3) - [Admin Settings (Indigo: V3)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-indigo-v3) - [Overview (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#overview-tangerine-v2) - [Admin Settings (Tangerine: V2)](https://help.engagedly.com/getting-started?hsLang=en#admin-settings-tangerine-v2) - [Homepage (Pre-Tangerine: V1)](https://help.engagedly.com/getting-started?hsLang=en#homepage-pre-tangerine-v1) - [FAQs](https://help.engagedly.com/getting-started?hsLang=en#faqs) - [Marissa AI](https://help.engagedly.com/marissa-ai?hsLang=en#main-content) - 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