Connecting to PayNW Reports

PayNW's reporting capabilities offer comprehensive dashboards, analytics, and customizable reports that provide real-time insights into payroll, HR, and employee data.

You can leverage the built-in PayNW Reports connector in SkyPoint AI Studio to seamlessly import employee timesheet data & more. This streamlines data integration, enhances efficiency, and ensures smooth data management on the platform by enabling organizations to make informed decisions.

This document will guide you through the process of connecting PayNW Reports to the Skypoint AI.

Prerequisite

You need the following details to configure and import data using the PayNWReports⇗ connector:

• Company
• Company ID
• Username
• Password
• API Key
• Report ID
• Client Company

To import data using the PayNW Reports connector

Follow the below steps to create and configure a new dataflow for the PayNW Reports import connector:

1. Navigate to Dataflow > Imports.

2. Click New dataflow as indicated by an arrow.

The Set dataflow name page appears.

3. Enter the desired name for the dataflow in the Name text field.
4. Click Next to proceed.

The Choose connector page appears.

Add PayNW Reports connector

1. On the Choose Connector page, use the Search feature to locate and select the PayNW Reports Connector.
2. Enter the Display Name for your dataflow in the provided text field.
3. Optionally, add a Description in the designated text area.

4. Click Next to proceed.

The Configuration page appears.

Connect to the PayNW Reports account

1. Fill in the required details on the Configuration page.
2. Click Connect.

Once the connection is established, the connector can be used to import data from PayNW Reports.

3. Scroll down to the Table Details section, select the checkboxes for the tables you wish to import, and use the dropdown menu to label them as either Data or Metadata.

note

By default, all tables in the Table Details section are selected. You can choose to import only specific tables that are relevant to your data processing needs. For example, to import employee data, select tables containing details like name, email, address, and contact information.

Item	Description
Purpose	Option to assign a purpose (Data or Metadata) for each table.
Data	Loads customer data
Metadata	Loads Metadata
File name	Displays the name of the file that you imported.
Entity name	Displays the imported table name by default. You can rename it if required.

5. Click Save to apply the changes.

Congratulations ! for saving the PayNW Reports connector dataflow, which appears on the Dataflow > Imports page.

Run, Edit, and Delete the imported data

Once the table is imported, you can execute, modify, and remove the imported table from the Dataflow. Follow the below steps:

1. Go to the Dataflow > Imports page.

Item	Description
Name	Displays the name of the imported Dataflow.
Type	Displays connector type symbol.
Connector Name	Displays connector name.
Status	Indicates whether the data is imported successfully.
Tables Count	Displays the number of tables imported.
Created Date	Displays date of creation.
Last Refresh Type	Displays the refresh value: Full or Incremental.
Updated Date	Displays last modified date.
Last Refresh	Displays the latest refresh date, which updates each time you refresh the data.
Actions	Provides multiple options for managing dataflows.

2. Select the horizontal ellipsis under the Actions column and do the following:

If you want to	Then
Modify the Dataflow	Select Edit and modify the Dataflow. Click Save to apply your changes.
Execute the Dataflow	Select Run.
Bring the data to its previous state	Select Rollback.
Delete the Dataflow	Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the dataflow	Select Run history.

3. Click Run to execute the dataflow. Once the execution is successful, the data pipeline status will update to Completed, as illustrated in the figure below.

note

In the Dataflow's Run History Description, you can view error messages related to data import failures from a data source. Additionally, you can check the status, start time, and end time of the data pipeline execution.

Next step

After completing the data import, start the Master Data Management (MDM) - Resolve process to create a single, unified view of the data. With Skypoint MDM, you can ensure that your data is accurate, consistent, and reliable, making it easier to use for business processes, analytics, and reporting.