Workday Setup Guide
Follow our setup guide to connect Workday to Fivetran.
Prerequisites
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
In Workday
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In your Workday account, create a new user with sufficient permissions to download reports.
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In the same Workday account, create one or more custom reports.
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In each 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 Workday setup form.
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Test each report by pasting it into a new browser session, and log in using the Fivetran ETL 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.
In Fivetran
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.
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In the top right corner of your Fivetran dashboard, click on + Connector.
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Select the Workday connector to launch the setup form.
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Enter your desired destination schema name.
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Enter your desired destination table name.
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Enter the username and password for the Fivetran ETL user you created in Workday.
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Enter the report URL you found in Workday.
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Click Save & Test. Fivetran will take it from here and sync your data from your Workday account.