We have to use this b/c they don't want us using their logo

ADP Generic

ADP Workforce Now

Lexoffice - Icon

Lexoffice

Lattice - Icon

Lattice

QuickBooks-icon-color

QuickBooks Online

Kudos - Icon

Kudos

SageIntacct-icon-color

Sage Intacct

2Checkout

adaptive-insights

Adaptive Insights

Sage 300 - Icon

Sage 300

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SAP SuccessFactors

Personio

Pigment logo

Pigment

PortaBilling - Icon

PortaBilling

Pex - Icon

ExponentHR-icon-color

ExponentHR

PlanSource - Icon

PlanSource

Expensify-icon-color

Expensify

Stripe - Icon

Stripe

Ordway - Icon

Ordway

Zenefits - Icon

Zenefits

Returns information about company specific schema.

Get company specific schema

Will send employee data into Paylocity Onboarding to help ensure an easy and accurate hiring process for subsequent completion into Web Pay.

Add employee to onboarding

Sends new employee data directly to Web Pay. Companies who use the New Hire Template in Web Pay may require additional fields when hiring employees.

Create employee

Sends new or updated employee primary state tax information directly to Web Pay.

Create/Update primary state tax

Sends new employee local tax information directly to Web Pay.

Create local tax

Will send partially completed or potentially erroneous new hire record to Web Link, where it can be corrected and competed by company administrator or authorized Paylocity Service Bureau employee.

Create staged employee

Sends new or updated employee earnings information directly to Web Pay.

Create/Update earning

Sends new or updated employee employee benefit setup information directly to Web Pay.

Create/Update employee benefit setup

Sends new or updated employee non-primary state tax information directly to Web Pay.

Create/Update non-primary state tax

Delete earning

Delete local tax

Get employee

Get All Company Codes for the selected company and resource.

List company codes

Returns a list of custom fields for a category.

List custom fields

Returns a list of earnings for an employee.

List earnings

Returns a list of employee data currently available in Web Pay.

List employees

Returns a list of local taxes for an employee.

List local taxes

Updates existing employee data in WebPay.

Update employee

Paylocity1

Integrations

Fast, easy, and robust Paylocity integrations

Paylocity2

Automation

Paylocity automation for any use cases

Paylocity3

Use cases

Stand up heavy-duty Paylocity automation

Paylocity4

For finance

Advanced Paylocity use cases for finance

Paylocity5

For recruiting

Uplevel the candidate experience now

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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ANONYMOUS - Social Media Leader

Paylocity - Icon

Paylocity

Human Resources Information Systems (HRIS)

List branding themes DDL

List invoice numbers DDL

Retrieves a list of tenancy IDs associated with your account.

List tenancies

Allows you to apply payments to approved AR and AP invoices or refund AR or AP credit notes.

Apply payments

Create bank transfer

Allows you to add contacts to a Xero organisation.

Create contacts

Create invoice notes

Create update bank transaction

Create/update invoice

Deletes an invoice. If the current status of the invoice is DRAFT or SUBMITTED, this will assign the DELETED status to the invoice. Otherwise, if the status of the invoice is AUTHORISED this will assign the VOIDED status to the invoice.

Delete invoice

Delete payment

Emails an invoice to the contact associated with the invoice.

Email invoice

Get a payment

Get account

List tenancies DDL

Retrieves information about a bank transaction.

Get bank transaction

Retrieves information about a bank transfer.

Get bank transfer

Get contact

Retrieves a single sales invoice or purchase bill by invoice ID or number.

Get invoice

To integrate your application with Xero's online invoicing, you can retrieve the online invoice url for sales (ACCREC) invoices. Note: you cannot retrieve an online invoice URL for DRAFT invoices.

Get invoice URL

Get item

Retrieves information about a Xero organisation.

Get organisation

List account IDs DDL

List account codes DDL

List accounts

List attachments

List bank transactions

List bank transactions DDL

List bank transfers

List bank transfers DDL

List branding themes

List contacts

List contacts DDL

List credit note IDs DDL

List currencies

List currencies DDL

List invoice IDs DDL

Retrieves a list of history records associated with an invoice.

List invoice notes

Retrieves a list of sales invoices or purchase bills.

List invoices

List item codes DDL

List items

List line item IDs DDL

List overpayment IDs DDL

List payments

List prepayment IDs DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Allows you to update contacts of a Xero organisation

Update contacts

Uploads an attachment to a bank transfer.

Upload attachment to bank transfer

Upload attachment to invoice

Xero is online accounting software that helps you to save time on your paperwork and get paid faster.

Webhook

Xero

Xero 1

Fast, easy Xero integrations

Xero 2

Automate Xero without limits

Xero 3

Use Cases

Next-level Xero automated processes

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

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Product - Experiences

Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

Paylocity and Xero integration + automation

Popular Paylocity and Xero integrations

Paylocity and Xero Connector Details

Paylocity

Xero

Tray.io is the leader in low-code automation

Similar connectors to Paylocity and Xero

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