> ## Documentation Index
> Fetch the complete documentation index at: https://docs.skypoint.ai/llms.txt
> Use this file to discover all available pages before exploring further.

#  

# 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.

## Prerequisite

You need the following details to configure and import data using the <a href="https://www.workday.com/" target="_blank">Workday⇗</a> connector:

* Username
* Password
* Workday URL
* Company Reference Id
* Default Activity Start Date

## 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**.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdayone.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=9084ec31d292b333e016530f90af54bf" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdayone.png" />

2. Click **New dataflow** (indicated by an arrow).

The **Set dataflow name** page appears.

<img src="https://mintcdn.com/skypoint/yrHdYGHo4dyrWTOM/doc_snippets/Workdaytwo.png?fit=max&auto=format&n=yrHdYGHo4dyrWTOM&q=85&s=4532adefb5843dccf418cfb2590b2aee" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/Workdaytwo.png" />

3. Enter the dataflow name in the **Name** text area.
4. Click **Next** to proceed.

The **Choose connector** page appears.

<img src="https://mintcdn.com/skypoint/0-Gc_wrnTaoF16Ok/doc_snippets/workdaythree.png?fit=max&auto=format&n=0-Gc_wrnTaoF16Ok&q=85&s=2931d035fa94c67de8288e90864f686d" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdaythree.png" />

## Add Workday connector

1. On the **Choose Connector page**, use the Search feature to locate and select the **Workday** Connector.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdayfour.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=c218046652aefa2d5f420fd88fcf9224" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdayfour.png" />

2. Enter the **Display Name** for your dataflow in the text area.
3. You can add a **Description** in the text area.
4. Click **Next** to proceed.

The **Configuration** page appears.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdayfive.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=7c84691a0b7119b19d0a3742ed04c4e8" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdayfive.png" />

## 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.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdaysix.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=6f6493b2798e2327e7a3f3865dc0fb10" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdaysix.png" />

3. 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**.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdayseven.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=a34489648aa3bc18cf4c8fa0f36994ec" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdayseven.png" />

<Note>
  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.
</Note>

| Item        | Description                                                                 |
| :---------- | :-------------------------------------------------------------------------- |
| Purpose     | Option to assign a purpose (Data or Metadata) for each table.               |
| Data        | Loads customer data                                                         |
| Metadata    | Loads Metadata                                                              |
| File name   | Displays the name of the file that you imported.                            |
| Entity name | Displays the imported table name by default. You can rename it if required. |

5. Click **Save** to apply the changes.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdayeight.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=f3cf349c86a47a7528257a7073f87e35" alt="Alt image" width="1920" height="1085" data-path="doc_snippets/workdayeight.png" />

After saving the connection, the Workday connector appears on the **Dataflow** > **Imports** page.

## 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.

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdaynine.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=63ca209ac3495128442ccb3971ded383" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdaynine.png" />

| Item              | Description                                                                                 |
| :---------------- | :------------------------------------------------------------------------------------------ |
| Name              | Displays the name of the imported Dataflow.                                                 |
| Type              | Displays connector type symbol.                                                             |
| Status            | Indicates whether the data is imported successfully.                                        |
| Tables count      | Displays the number of tables imported.                                                     |
| Created Date      | Displays date of creation.                                                                  |
| Last refresh type | Displays the refresh value: Full or Incremental.                                            |
| Updated Date      | Displays last modified date.                                                                |
| Last Refresh      | Displays the latest refresh date, which updates each time you refresh the data.             |
| Group by          | Option to view the items in a specific group. For example, type, status, tables count, etc. |

2. Select the horizontal ellipsis under the **Actions** column and do the following:

| If you want to                       | Then                                                                                               |
| :----------------------------------- | :------------------------------------------------------------------------------------------------- |
| Modify the Dataflow                  | Select **Edit** and modify the Dataflow. Click **Save** to apply your changes.                     |
| Execute the Dataflow                 | Select **Run**.                                                                                    |
| Bring the data to its previous state | Select **Rollback**.                                                                               |
| Delete the Dataflow                  | Select **Remove** and then click the **Delete** button. All tables in the data source get deleted. |
| See the run history of the Dataflow  | Select **Run history**.                                                                            |

<img src="https://mintcdn.com/skypoint/bdNg_rEnXPmjS0sm/doc_snippets/workdayten.png?fit=max&auto=format&n=bdNg_rEnXPmjS0sm&q=85&s=851ce3151a8dd12914c09f3a46af4b23" alt="Alt image" width="1920" height="1089" data-path="doc_snippets/workdayten.png" />

<Note>
  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.
</Note>

## Next step

After completing the data import, start the [Master Data Management (MDM) - Resolve](https://docs.skypointcloud.com/docs/stitch.html) 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.