Workday Setup Guide

Follow our setup guide to connect Workday to Fivetran.

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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

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Setup instructions

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 user

In your Workday account, create a new user with sufficient permissions to download reports.

Create custom reports

In the same Workday account, create one or more custom reports.

Finish custom report configuration

1. In each custom report's Advanced tab, share each report to Report-as-a-WebService.

   

2. 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.

   

3. 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.

4. 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

1. In your connector setup form, enter your chosen destination schema name.

2. Enter your chosen destination table name.

3. Enter the username and password for the Fivetran ETL user you created in Step 1.

4. Enter the report URL you found in Step 3.

5. Click Save & Test. Fivetran will take it from here and sync your data from your Workday account.