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Workday

Workday

Setup Guide

Follow these steps to connect Workday to your CData Connect account:

  1. Open the Connections page of the CData Connect dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Workday into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Follow the steps to create an OAuth app in Workday.

  6. In CData Connect, enter the host for the API URL and the tenant for the Workday account in the Authentication section. To obtain these values:

    1. Log into Workday and search for View API Clients. Select it when it appears.

    2. In the listed values, find the Workday REST API Endpoint.

      1. The base URL is the Host, and the final term is the Tenant.

      2. For example, if the endpoint is https://wd3-impl-services1.workday.com/ccx/api/v1/mycompany, the Host is https://wd3-impl-services1.workday.com and the tenant is mycompany.

  7. Enter the OAuth client Id and the OAuth client secret in the OAuth section.

  8. Click Sign in to connect securely through OAuth. This action opens the Workday sign-in page in a new tab.

  9. Log into your Workday account and provide the requested permissions (if applicable).

  10. At the top of the CData Connect Add Workday Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

Create an OAuth App in Workday

You must create an OAuth app in Workday to connect to CData Connect. Follow these steps to create one:

  1. Login to your Workday account. In the search box at the top of the page, enter Register API Client.

  2. Select the Register API Client form.

  3. Enter a name for the app in the Client Name field.

  4. For the grant type, select Authorization Code Grant.

  5. For the access token type, select Bearer.

  6. In the Redirection URI field, enter https://oauth.cdata.com/oauth/

  7. In the Scope section, enable the Custom Objects > System scope. CData Connect uses system endpoints to list views and columns.

  8. Add any additional scopes that you require. If you are uncertain about which scopes to include, you can select every scope under each subsection.

  9. Select the Include Workday Owned Scope checkbox.

  10. Click OK to save the app.

  11. Workday loads the View API Client page that contains information about the new app. Copy the Client ID and Client Secret for use in CData Connect.

More Information

For more information about interactions between CData Connect and Workday, see this information page.