Workday Reports-as-a-Service
Connect your Symon.AI and Workday Reports-as-a-Service (RaaS) accounts to import your data.
Connect your Symon.AI and Workday Reports-as-a-Service (RaaS) accounts to import your data.
Before you begin
Before you can import your data using Workday Report-as-a-Service, there are some steps to complete in Workday. Ensure that you complete the following steps to work with Symon.AI:
Set the report options:
In the Create Custom Report page, set your Workday report type to Advanced and select the Enable as Web Service option.
Locate the Report URL:
In the View Custom Report page, click the menu beside the report name, then select Web Service > View URLs. Right-click on REST Workday XML and then select Copy.
Importing data
In Symon.AI, go to the Data tab.
Click Import data.
In the Third-party sources section, click Workday RaaS.
Click New connection.
On the Connect to your database page, enter the following information:
Field
Description
Connection name
(Optional) The name of the connection.
User name
The user name to access the connection.
Password
The password to access the connection.
Click Next.
On the Connect to your Report page, enter the following information:
Field
Description
Report URL
The URL to the Workday XML REST link for the report that you want to extract.
Report name
The name of the Workday stream for the report.
Click Next.
On the Choose data sets page, the data sets load. After they load you'll be redirected to the next step.
On the Import data page, select the data sets to include or obfuscate. Click Next.
Note
You cannot edit the Column type in the data set as it is set in Workday.
On the Review page, review the data sets that you are importing.
Click Import data. The data is available on the My Data page.