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Workday Connector

This article explains how to set up the Workday connector.

The Workday connector offers easy access to Workday data by providing real-time financial information.

Setup Workday connector

To setup a workday connector:

  1. Navigate to Connections and select Create Connection.

  2. Select the Workday Data Source from the drop down.

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Description automatically generated

  3. Enter information in the following required fields:

    Field

    Description

    Version

    Select a version from the list. E.g., Current

    Name

    Enter a name for the data source. You can refer to this field while creating business views.

    Host

    Specify the Host URL of the Workday instance. The Host is the domain part of your Workday URL. For example, https://wd23-services1.workday.com/tenant, wd23-services1.workday.com is the Host

    Authentication Type

    Only OAuth 2.0 is currently supported.

    Client ID

    Specify the CLIENT ID associated with your Workday. Refer Generate a Refresh Token section on how to retrieve the Client ID.

    Client Secret

    Specify the Client Secret associated with your Workday. Refer Generate a Refresh Token section on how to retrieve the Client Secret.

    Tenant ID

    Specify the Tenant ID associated with your Workday application in the required format. This is typically found in the Workday URL. If your URL is impl.workday.com/mycompany/, then the Tenant ID is mycompany.

    Refresh Token

    Specify the Refresh Token for connection in the required format. Refer Generate a Refresh Token section on how to create the Refresh token.

    Max Threads

    Specify the maximum number of threads, a connector can create in parallel to fetch the data.

    Use Double Buffer

    Enable the Use Double Buffer field to enhance connection pooling efficiency in a multithreading environment.

    Use Encrypted Endpoints

    Enable the Use Encrypted Endpoints field to determine if the data source endpoints are encrypted using HTTPS.

    Use Host Verification

    Disable the Use Host Verification field to allow the connector to accept all host names without validation.

    Use Peer Verification

    Disable the Use Peer Verification field to prevent the connector from verifying the server’s identity.

  4. Click Save. The connection will be automatically validated before saving.

    After the connection is saved, associated Business Views will be imported automatically.

Generate a Refresh Token

The “Register API Client for Integrations” task in Workday is used to set up an API client. This allows the external applications to interact with Workday’s APIs in a secure manner. Here are the key steps involved:

  1. Access the Task:

    1. Log in to your Workday tenant.

    2. Use the search bar to find and select the “Register API Client for Integrations” task.

  2. Fill in the Required Details:

    1. Client Name: Enter a unique name for your API client.

    2. Scopes: Specify the permissions your integration requires.

    3. You can also enable “Non-expiring Refresh Tokens” so that frequent updates are not required.

  3. Save and Retrieve Credentials:

    1. After completing the form, save the API client.

    2. Note down the Client ID and Client Secret provided. These credentials are essential for authenticating your application.

  4. Generate Refresh Tokens:

    1. Navigate to the “View API Clients” report by using Search bar.

    2. Navigate to “API Clients for Integration” tab.

    3. Select the API Client and use the actions menu to select API Client > Manage Refresh Tokens for Integrations action.

    4. Choose the Workday account and generate a new refresh token.

    5. Copy the Refresh Token.

Business views used in Workday

Workday connector has prebuilt content. Any available business views will be automatically imported.
Here is the list of prebuilt business views that are imported:

  1. Hierarchies GXL-GL-S-WKD
  2. GL LOV Ledger Type GXL-GL-S-WKD
  3. GL LOV Currencies GXL-GL-S-WKD
  4. GL LOV Cost Center GXL-GL-S-WKD
  5. GL LOV Company GXL-GL-S-WKD
  6. GL LOV Account GXL-GL-S-WKD
  7. GL Journal Details GXL-GL-S-WKD
  8. GL Balances GXL-S-GL-WKD

 

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