Church360° can import payroll transactions from Paycor for each of your employees automatically via the Paycor integration.
With this integration, payroll details and other payroll processing are done in Paycor, and then imported into your Ledger site for accounting and check printing services. Once the integration is in place, an auto-check and import in the case of new checks to issue happens daily at 7:00 AM UTC.
For more information on the Paycor payroll software, please visit their site here.
Before You Begin
Before setting up integration with your Paycor account, three things must take place.
- The Paycor account will need to complete at least one pay period.
- Users will need to:
- Register on Paycor's Developers Portal: https://developers.paycor.com
- And send a request to Paycor Support to make you an Administrator on the Developers Portal.
To register,
1. Go to this link.
2. Click "Register here!" at the bottom of the login screen.
3. Enter the Last Name, Access Code, and Email attached to your Paycor account.
To request to be made an administrator:
1. Log into the Developers portal, if you haven't already.
2. Click "Support" in the upper right corner of your screen.
3. In the Support form, fill out as much information as possible.
- For "Support Category", select "Other".
- For "What can we help you with?", add that you need to be made an Administrator so you can access the Applications button to set up the API for Church360°.
To Create the Integration
This document will give instructions for how to set up the integration yourself.
Need Assistance?
If you prefer guided help, you can schedule a time to work with us in Support using the link below:
https://go.oncehub.com/setuppaycorIntegration
On Keys, IDs and other credentials:
There are several important pieces of information that you will need to copy along the way to be used to finalize both the application on the Paycor side and the integration in Church360°. Going forward, this document will refer to all of them as Keys. Below is a template you can copy and paste to Word or Excel and use to fill in these necessary Keys as you go.
| Name | Key |
| Application OAuth Client ID | |
| Application OAuth Client Secret | |
| APIM Subscription Key | |
| Scope name | |
| Client ID | |
| Refresh Token |
Setting up the Application in the Developers Portal
In order to create the integration, there is setup to be done on the Paycor side, as well as those Keys to be obtained. This will be done in the Paycor Developers Portal.
Access the Developers Portal
Go to the Paycor developers portal.
Click the Sign in link in the upper-right corner:
Enter your username and password:
Create a New Application
This is the starting point for integrating access between Paycor and your Church360° site.
- Click the “Applications” button at the upper right.
- Then click the “Add Application” button in the middle of the screen, to start the process.
- Next, name the application. For example “[church name] - Church 360 – [today’s date]”.
- Then select Category: General, and Create a New Application
- This is the starting point for integrating access between Paycor and your Church360° site.
- Click the “Applications” button at the upper right.
- Then click the “Add Application” button in the middle of the screen, to start the process.
- Next, name the application. For example “[church name] - Church 360 – [today’s date]”.
- Then select Category: General, and General Type: Standard.
- Click “Create application”.
Keys to copy:
- While on the “Copy & Save This important Application Information” page, make sure to copy into your template:
- Application OAuth Client ID
- and the Application OAuth Client Secret.
- These will be required later to complete the integration.
Key to copy:
- Next click the “Security Connections” Tab.
- Copy and paste the APIm Subscription Key into your template with the other required keys.
- At this point the first 3 items in your template should be filled in. If they are, continue to the next step.
Configure Data Access
- The next phase of the integration in the Developers Portal is to establish what pieces of information the integration will access from Paycor.
- To set up this configuration, click the Data Access tab.
- You will then see a list of possible access items that you can "turn on". There are 21 "Access Scopes" needed for your integration. Below, see a list of each Scope item needed, and the categories they are in.
| Access Scope | ||
| View Employee Information | Employee Data | 1 |
| View Legal Entity Employees | Employee Data | 2 |
| View Tenant Employees | Employee Data | 3 |
| Download Employee Pay Stub Document | Employee Document | 4 |
| Get Employee Pay Stub Document Link | Employee Document | 5 |
| Get Tax Fields By Tax Code | Employee Tax Data | 6 |
| View Labor Categories by Legal Entity Id | Labor Categories | 7 |
| View Labor Codes by Legal Entity Id | Labor Codes | 8 |
| View Legal Entity Basic Information | Legal Entity Data | 9 |
| View Legal Entity Business Names & Addresses | Legal Entity Data | 10 |
| View Legal Entity Deductions | Legal Entity Data | 11 |
| View Legal Entity Earnings Information & Amounts | Legal Entity Data | 12 |
| View Paydata Information | Legal Entity Paydata Data | 13 |
| View Legal Entity Taxes | Legal Entity Tax Data | 14 |
| View Paystub Information | Paystub Data | 15 |
| View Paystub Deduction Information | Paystub Data | 16 |
| View Paystub Earning Information | Paystub Data | 17 |
| View Paystub Gross Pay Information | Paystub Data | 18 |
| View Paystub Net Pay Information | Paystub Data | 19 |
| View Paystub Tax Information | Paystub Data | 20 |
| View Tenant Information | Tenant Data | 21 |
- Go down the list in Data Access and find each of the Scopes listed above.
- Turn each one on using the slider bar to the left of its name.
- When you have finished activating each of the items in the table you should see, in the upper-right, a button saying "Show Selected (21)".
- 21 indicates that you have activated the right number of Scopes.
- Click that button to filter out all of the non-activated scopes and you can compare what's left with the table above to ensure there have been no mistakes.
- When you are sure all are correctly selected, click Save in the lower-right.
Key to copy:
- Now, click on the "General" tab.
- Copy the Scope Name into your template of keys, IDs and codes. This encodes the Scope selections you just made. You should now have 4 Keys in your template.
Activate the Application
- Paycor now requires some additional steps to activate the application.
- Click the Security Connections tab.
- Under "Initiate Connect URL", highlight the web address in the box.
- Right-click and select to open the link in a new tab (or copy the link and paste it into a new tab in your browser):
- This should take you to the App Activation page, and ask for some of the codes you have copied into your template.
- Fill in the Application OAuth Client ID, and the Application Scope from your template here.
- Click Initiate.
- You will see a list of the 21 scopes listed again, showing the integration that is being activated.
- Click Next.
Key to copy:
- On the next page, copy the Client ID to your template. This should take you to 5 items in the template.
- Check all of the boxes showing, and then click Integrate.
- On the Client Redirect page, copy and paste from your template the Application OAuth Client ID and the Application OAuth Client Secret.
- Then click Submit.
Key to copy:
- Copy the Refresh Token to your template.
- This should be your 6th and final needed key.
You have now finished setting up the Application on the Paycor side. Next open your Church360° site.
Completing the Integration in Church360°
- In Church360°, click the Settings gear on the navigation bar.
- Scroll down to Integrations, and select Paycor Integration.
- Click the Add Integration button.
- Fill in the fields for each of the 6 items you copied into your template from the Paycor site.
- Then select which Book you want your Paycor data to flow into.
- Click Save to complete the integration.
- Wait 2-5 minutes and refresh your page. If you see the Company ID, Last Payroll Run and Last Checked On fields update, you know the integration is working correctly. You should start to see Payroll transactions showing up in the pending transactions in the Todo box on your Ledger Overview tab.
- For information on processing these transactions, see: Processing Paycor Transactions: Standard.