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Connecting to Workday

Workday is a cloud-based enterprise platform offering integrated solutions for HCM, finance, payroll, and planning, helping mid-to-large enterprises streamline operations across departments. Workday integrates seamlessly with skyData Platform (AIP) through its built-in connector, enabling intelligent automation, predictive analytics, and real-time insights. This streamlines workflows, ensures compliance, and empowers organizations to boost efficiency and make smarter decisions. This document will guide you through the process of connecting Workday to the skyData.

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Prerequisite

You need the following details to configure and import data using the Workday⇗ connector:
  • Username
  • Password
  • Workday URL
  • Company Reference Id
  • Default Activity Start Date

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To import data using the Workday connector

Follow the below steps to create and configure a new dataflow for the Workday import connector:
  1. Go to Dataflow > Imports.
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  1. Click New dataflow (indicated by an arrow).
The Set dataflow name page appears. Alt image
  1. Enter the dataflow name in the Name text area.
  2. Click Next to proceed.
The Choose connector page appears. Alt image

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Add Workday connector

  1. On the Choose Connector page, use the Search feature to locate and select the Workday Connector.
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  1. Enter the Display Name for your dataflow in the text area.
  2. You can add a Description in the text area.
  3. Click Next to proceed.
The Configuration page appears. Alt image

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Connect to the Workday account

  1. Fill in the required details on the Configuration page.
  2. Click Connect.
Once the connection is established, you can use the connector to import data from a table in Workday. Alt image
  1. Scroll down to the Table Details section, select the checkboxes for the tables you wish to import, and use the dropdown menu to label them as either Data or Metadata.
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In the Table Details section, by default, all tables are selected. You can mark only those tables that you want to import and process the data. For example, to import customer data, you can check those tables which contain customer information, such as name, email, address, and contact details.
  1. Click Save to apply the changes.
Alt image After saving the connection, the Workday connector appears on the Dataflow > Imports page.

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Run, edit, and delete the imported data

Once the table is imported, you can execute, modify, and remove the imported table from the Dataflow. Follow the below steps:
  1. Go to the Dataflow > Imports page.
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  1. Select the horizontal ellipsis under the Actions column and do the following:
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You can see the error message corresponding to failure while importing data from a data source in the Dataflow under Run History > Description. Also, you can see the status, start time, and end time for the execution of the data pipeline.

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Next step

After completing the data import, start the Master Data Management (MDM) - Resolve process to create a single, unified view of the data. With SkyPoint MDM, you can ensure that your data is accurate, consistent, and reliable, making it easier to use for business processes, analytics, and reporting.