How do I set up Pay Cat as an API user in Jonas Premier?

This article covers the steps to create an API user inside your Jonas Premier Construction Software to assist Pay Cat with your payroll implementation

To pull across your data from Jonas Premier into Jonas Payroll, we must first set up an API user with access to your Jonas Premier file. The steps to create a user with the necessary permissions are shown below.

Create a new user

First log in to Jonas Premier. We will need to know the client ID you use at this stage.
Type ‘Users’ into the quick search bar.
Click “Add” and create a user with the name JC_API
Enter the email address garth@paycat.com.au
Leave the “Expiration Date” blank
Set the User Type to “Project Management”
Click save and you’ll be prompted to set a password. Please check the email we sent you for this password.

Assign any relevant companies to the user

Click the ‘Companies’ Tab at the bottom of the page
Assign your company to the user

Create a new role for API users

Type ‘Role Security’ in the quick search bar
Add a new role, and name it ‘LabourJobCostingAPI’
Give the role a description like ‘API User’
Make the status ‘Active’
Go to the ‘special actions’ tab near the bottom of the screen
Select ‘Data: Payroll’, ‘Data: Beanworks’ and ‘Data: Project Management’
Press Save

Assign the API role to the new user

Type ‘Users’ in the quick search bar again
Select the user we set up earlier (JC_API)
Go to the ‘Roles’ tab and add the role we created above (LabourJobCostingAPI)

Other information we will need to complete your configuration:

There are some fields which cannot be extracted from Jonas Premier via the API. These fields will need to be copied into a spreadsheet so we can set them up manually. The information we need you to send us are:

Your Client ID
A list of employees with their “employee number” from Jonas Premier
A list of your “pay codes”
A list of “cost items” which employees should be able to track time against, and their associated “cost item code”