Workday RaaS Setup Guide
Follow our setup guide to connect Workday RaaS to Fivetran.
Prerequisites
To connect Workday RaaS 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 instructions
NOTE: You must add a separate Workday RaaS connector in your Fivetran dashboard for each report. Each Workday RaaS connector will sync its report data to its own table in your destination.
Create new user
- 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 group
- 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 policies
Go to Security Group Settings > Maintain Domain Permissions for Security Group.
In the Integration Permissions section, in the Domain Security Policies permitting Get access field, select the security domains associated with the reports you want to sync.
NOTE: For the complete list of security domains associated with the Workday Financial Management and Workday Human Capital Management modules, see our Workday Financial Management setup guide and Workday Human Capital Management setup guide. However, the list of security domains in our setup guides is not comprehensive. Some objects may require additional permissions. To identify the required object permissions, use the View Security for Securable Item task in your Workday tenant.
Activate policies
- Go to the Activate Pending Security Policy Changes page and click OK.
- Click Confirm to activate.
Create custom report
On the Create Custom Report page, enter the Report Name.
In the Report Type drop-down menu, select Advanced.
Select the Enable as Web Service option.
Add Data Source. Add the fields you want to sync.
NOTE: You can create one or more custom reports.
Add authorized user to report
In the custom report's Share tab, add the user you created in Step 1 in the Authorized Users field.
Finish custom report configuration
In each custom report's Advanced tab, share each report to Report-as-a-WebService.
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.
IMPORTANT: If you want to incrementally sync your reports, you must specify their query parameters as dynamic values in the report URLs. For more information, see our connector overview documentation.
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.
Select the primary key(s). To track history of the report data, make a timestamp column part of the composite primary key.
Create custom OAuth client app
IMPORTANT: Perform this step only if you want to authenticate your account using OAuth. Skip to the next step if you want to use Basic authentication to sync your data.
- In the search box, search for Register API client.
- In the Client Name field, enter your custom app name.
- In the Client Grant Type field, select Authorization Code Grant.
- Select the Enforce 60 Minute Access Token Expiry checkbox.
- In the Access Token Type field, select Bearer.
- In the Redirection URI, enter
https://fivetran.com/integrations/workday/oauth2/return
. - In the Refresh Token Timeout (in days) field, enter a timeout period for your refresh token.
NOTE: By default, the value is set to 30 days. You can enter the timeout period value between 1 and 365 days.
- In the Scope (Functional Areas) drop-down menu, select the scopes you need access to.
NOTE: Be sure not to select the Support Proof Key for Code Exchange (PKCE), Grant Administrative Consent, Include Workday Owned Scope, and Locked Out due to Excessive Failed Signon Attempts checkboxes.
- Click OK.
- Make a note of the Client ID, Client Secret, and Authorization Endpoint. You will need them to configure Fivetran.
Finish Fivetran configuration
In your connector setup form, enter the Destination schema name of your choice.
Enter the Destination table name of your choice.
Select the authentication mode: Basic or OAuth.
(Optional): If you choose Basic, do the following:
- Enter the Username and Password for the Fivetran ELT user you created.
(Optional): If you choose OAuth, do the following:
- Enter your Workday Tenant. You can find the tenant in your Workday Web Services URL:
https://<Workday-host-name>/ccx/service/<Workday-Tenant>/...
. - Enter the Client ID you created.
- Enter the Client Secret you created.
- Enter your Workday Hostname. You can find the Workday Hostname in your Workday Web Services URL, in the following format:
https://<Workday-host-name>/ccx/service/...
. - In the Authorization URL field, enter the authorization endpoint that you found.
- Click Authorize to allow Fivetran to access your Workday account using OAuth. You will be redirected to your Workday account to authorize Fivetran's access.
- Log in to your Workday account. Once you have finished, you will be redirected back to Fivetran.
- Enter your Workday Tenant. You can find the tenant in your Workday Web Services URL:
Enter the Report URL you found.
In the Report Format drop-down menu, select the report format type. The default format is
json
.To unpack the nested columns and sync them separately, set the Enable Unpacking Nested Columns toggle to ON. By default, we sync the nested columns as JSON objects into your destination.
NOTE:
- We can unpack only the nested columns and not the columns with nested arrays.
- When we unpack and sync the nested columns, the unpacked values may exceed the column limits of your destination.
Select the Primary Keys you want to use.
NOTE: We do not support selecting columns from within nested child objects as primary keys in your Workday RaaS reports.
Click Save & Test. Fivetran will take it from here and sync your data from your Workday account.
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