Connecting Paychex
Last updated: October 7, 2024
Background
This article walks through the requirements and steps for connecting the Paychex integration to Lumos.
Lumos partners with Merge.dev for our Paychex integration. For more info on the integration requirements, please review the Merge.dev documentation.
Instructions
1. Click the Paychex card in your Lumos integrations. (Reconnect or add new)
2. Click the Connect Paychex button.
3. Follow the instructions in the pop-up that appears to finish connecting the integration.
Once you've connected the integration, you'll probably want to set it as a source of user data. You can do this in Lumos here. We also have documentation on the different source of truth settings here:📄 Source of Truth
Troubleshooting
Permissions
Please ensure you have Admin permissions in your company's Paychex instance or someone has shared their access with you.