Follow our setup guide to connect Workday to Fivetran.
Prerequisiteslink
To connect Workday to Fivetran, you need:
- An active Workday report URL
- The username and password to access that Workday report URL
- To configure the reports as Advanced type reports to enable web service access
Setup instructionslink
NOTE: You must add a separate Workday connector in your Fivetran dashboard for each report. Each Workday connector will sync its report data to its own table in your destination.
Create a new userlink
- Log in to your Workday account.
- Create a new Integration System User to download reports. Fivetran uses the Integration System User to access Custom Reports.
Create security grouplink
- In the Create Security Group window, set the Type of Tenanted Security Group to Integration System Security Group (Unconstrained).
- Enter a Security Group Name and click OK.
- In the Edit Integration System Security Group (Unconstrained) window, add the integration system user you created in Step 1 in the Integration System Users field.
- Click OK.
Add domain security policieslink
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Go to Security Group Settings > Maintain Domain Permissions for Security Group.
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In the Integration Permissions window, permit the domain security policies to have Get access. For example, you must permit the following for the Workers business object:
- Person Data: Work Contact Information
- Workday Accounts
- Worker Data: Active and Terminated Workers
- Worker Data: All Positions
- Worker Data: Business Title on Worker Profile
- Worker Data: Current Staffing Information
- Worker Data: Public Worker Reports
- Worker Data: Workers
Activate policieslink
- Go to the Activate Pending Security Policy Changes page and click OK.
- Click Confirm to activate.
Create custom reportlink
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On the Create Custom Report page, enter the Report Name.
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In the Report Type drop-down menu, select Advanced.
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Select the Enable as Web Service option.
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Add Data Source. Add the fields you want to sync.
NOTE: You can create one or more custom reports.
Add authorized user to reportlink
In the custom report’s Share tab, add the user you created in Step 1 in the Authorized Users field.
Finish custom report configurationlink
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In each custom report’s Advanced tab, share each report to Report-as-a-WebService.
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For each report, go to Actions --> Web Service --> View URLs. Make a note of the REST URL. You will need it to fill in your Fivetran connector setup form.
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Test each report by pasting it into a new browser session, and log in using the Fivetran ELT web service user. If the Report XML does not display, check your user security settings.
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Select the primary key(s). To track history of the report data, make a timestamp column part of the composite primary key.
Finish Fivetran configuration link
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In your connector setup form, enter the Destination schema name of your choice.
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Enter the Destination table name of your choice.
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Enter the Username and Password for the Fivetran ELT user you created in Step 1.
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Enter the Report URL you found in Step 7.
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Select the Primary Keys you want to use.
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Click Save & Test. Fivetran will take it from here and sync your data from your Workday account.
Related Contentlink
description Connector Overview
account_tree Schema Information
settings API Connector Configuration