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 Skypoint AI 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 Skypoint AI.
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
To import data using the Workday connector
Follow the below steps to create and configure a new dataflow for the Workday import connector:
- Go to Dataflow > Imports.
- Click New dataflow (indicated by an arrow).
The Set dataflow name page appears.
- Enter the dataflow name in the Name text area.
- Click Next to proceed.
The Choose connector page appears.
Add Workday connector
- On the Choose Connector page, use the Search feature to locate and select the Workday Connector.
- Enter the Display Name for your dataflow in the text area.
- You can add a Description in the text area.
- Click Next to proceed.
The Configuration page appears.
Connect to the Workday account
- Fill in the required details on the Configuration page.
- Click Connect.
Once the connection is established, you can use the connector to import data from a table in Workday.
- 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.
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.
| 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. |
- Click Save to apply the changes.
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:
- Go to the Dataflow > Imports page.
| 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. |
- 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. |
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.
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.