Workday Setup Guidelink
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
In your Workday account, create a new user with sufficient permissions to download reports.
Create custom reportslink
In the same Workday account, create one or more custom reports.
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 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.
Finish Fivetran configuration link
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In your connector setup form, enter your chosen destination schema name.
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Enter your chosen destination table name.
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Enter the username and password for the Fivetran ETL user you created in Step 1.
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Enter the report URL you found in Step 3.
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Click Save & Test. Fivetran will take it from here and sync your data from your Workday account.
Related articleslink
description Connector Overview
account_tree Schema Information
settings API Connector Configuration