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Set up a connection to Workday

Workday is an enterprise management cloud platform that provides solutions for finance, HR, spend management, and planning.

Set up a connection

Required preparation

To set up a connection to Workday, you must first:

  1. Create an Integration System User (ISU) for Celigo in your Workday account. For information on how to create an ISU, see Workday integration.
  2. Add the security domains in the Integration System Security Group (ISSG) for Celigo as shown:
Workday.png

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings: 

Setting Instructions
Name your connection * Enter a clear and distinguishable name. Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.
API type *

Choose your Workday account API type:

  • REST: Get Workers, invoice, budget, customer, and scorecard details
  • SOAP: Get human resource details

API type: REST

Subdomain * Enter your subdomain of the Workday account environment. For example, if you sign in at https://wd2-impl-services1.workday.com/ccx/, your subdomain is wd2-impl-services1.
Tenant ID * Enter your Workday tenant ID. For example, if your Workday tenant URL is https://impl.workday.com/sample_company/d/home.html, then sample_company is your tenant ID.
OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by Workday.

Fetch data How to retrieve the client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource

API type: SOAP

Subdomain *

Enter your subdomain of the Workday account environment. For example, if you sign in at https://wd2-impl-services1.workday.com/ccx/, your subdomain is wd2-impl-services1.

Version *

Enter your Workday Web Service (WWS) version. For example, v41.0.

Tenant ID * Enter your Workday tenant ID. For example, if your Workday tenant URL is https://impl.workday.com/sample_company/d/home.html, then sample_company is your tenant ID.
Username * Enter your ISU username and append @tenant ID. For example, if IN000_Celigo is your username and xyz1234 is your tenant ID, then enter IN000_Celigo@xyz1234.
Password * Enter your ISU login password.

Tip: This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see Custom auth and OAuth 2.0 auth universal connector documentation for the respective API types.

  1. Sign in to your Workday account.
  2. Search and navigate to View API clients > API clients.
  3. Click Register API client.
  4. Enter a Client name.
  5. For the Client grant type, choose Authorization code grant.
  6. For the Access token type, choose Bearer.
  7. Enter integrator.io Redirect URI.
  8. Select OAuth 2.0 scopes.
  9. Click Done.
  10. Copy the Client ID.
  11. Copy the Client secret.

Additional references

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