Jitterbit is an enterprise iPaaS (integration platform as a service) that lets you streamline your data workflows. When paired with CData Connect AI, Jitterbit gets access to live Workday data. This article demonstrates how to connect to Workday using Connect AI and integrate with live Workday data in Jitterbit.
CData Connect AI provides a pure OData interface for Workday, allowing you to query data from Workday without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Workday, leveraging server-side processing to return the requested Workday data quickly.
About Workday Data Integration
CData provides the easiest way to access and integrate live data from Workday. Customers use CData connectivity to:
- Access the tables and datasets you create in Prism Analytics Data Catalog, working with the native Workday data hub without compromising the fidelity of your Workday system.
- Access Workday Reports-as-a-Service to surface data from departmental datasets not available from Prism and datasets larger than Prism allows.
- Access base data objects with WQL, REST, or SOAP, getting more granular, detailed access but with the potential need for Workday admins or IT to help craft queries.
Users frequently integrate Workday with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses. Access is secured at the user level, based on the authenticated user's identity and role.
For more information on configuring Workday to work with CData, refer to our Knowledge Base articles: Comprehensive Workday Connectivity through Workday WQL and Reports-as-a-Service & Workday + CData: Connection & Integration Best Practices.
Getting Started
Configure Workday Connectivity for Jitterbit
To work with Workday data from Jitterbit, we need to connect to Workday from Connect AI, provide user access to
the connection, and create a Workspace for the Workday data.
Connect to Workday from Connect AI
CData Connect AI uses a straightforward, point-and-click interface to connect to data sources.
-
Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection
- Select "Workday" from the Add Connection panel
👁 Selecting a data source
-
Enter the necessary authentication properties to connect to Workday.
To connect to Workday, users need to find the Tenant and BaseURL and then select their API type.
Obtaining the BaseURL and Tenant
To obtain the BaseURL and Tenant properties, log into Workday and search for "View API Clients." On this screen, you'll find the Workday REST API Endpoint, a URL that includes both the BaseURL and Tenant.
The format of the REST API Endpoint is: https://domain.com/subdirectories/mycompany, where:
- https://domain.com/subdirectories/ is the BaseURL.
- mycompany (the portion of the url after the very last slash) is the Tenant.
For example, in the REST API endpoint https://wd3-impl-services1.workday.com/ccx/api/v1/mycompany, the BaseURL is https://wd3-impl-services1.workday.com and the Tenant is mycompany.
Using ConnectionType to Select the API
The value you use for the ConnectionType property determines which Workday API you use. See our Community Article for more information on Workday connectivity options and best practices.
| API | ConnectionType Value |
|---|
| WQL | WQL |
| Reports as a Service | Reports |
| REST | REST |
| SOAP | SOAP |
Authentication
Your method of authentication depends on which API you are using.
- WQL, Reports as a Service, REST: Use OAuth authentication.
- SOAP: Use Basic or OAuth authentication.
See the Help documentation for more information on configuring OAuth with Workday.
👁 Configuring a connection (Salesforce is shown)
-
Click Save & Test
-
Navigate to the Permissions tab in the Add Workday Connection page and update the User-based permissions.
👁 Updating permissions
Add a Personal Access Token
When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.
-
Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
-
On the Settings page, go to the Access Tokens section and click Create PAT.
-
Give the PAT a name and click Create.
👁 Creating a new PAT
-
The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Configure Workday Endpoints for Jitterbit
After connecting to Workday, create a workspace for your desired table(s).
-
Navigate to the Workspaces page and click Add to create a new Workspace (or select an existing workspace).
👁 The Workspaces page.
👁 Adding a new Workspace.
-
Click Add to add new assets to the Workspace.
-
Select the Workday connection (e.g. Workday1) and click Next.
👁 Selecting an Asset (Salesforce is shown).
-
Select the table(s) you wish to work with and click Confirm.
👁 Selecting Tables (Salesforce is shown).
-
Make note of the OData Service URL for your workspace, e.g. https://cloud.cdata.com/api/odata/{workspace_name}
With the connection, PAT, and Workspace configured, you are ready to connect to Workday data from Jitterbit.
Connect to Workday from Jitterbit using Connect AI
To establish a connection from Jitterbit to CData Connect AI using the OData protocol, follow these steps.
- Log into Jitterbit.
- Create a project in Cloud Studio and provide a workspace environment for it.
👁 Creating a new project in Jitterbit.
- click Sources and enter OData in the search bar.
- Select the OData connector.
- Enter the OData connection properties.
- Connection Name: enter a connection name.
- OData Metadata URL: enter https://cloud.cdata.com/api/odata/{workspace_name}.
- Authentication: select Basic Auth.
- User Name: enter your CData Connect AI username. This is displayed in the top-right corner of the CData Connect AI interface. For example, [email protected].
- Password: enter the PAT you generated on the Settings page.
👁 Configuring connectivity to the Connect AI OData endpoint.
- Click Test to test the connection, and then click Save Changes.
- Choose the operation you want to perform and drag it to the workflow in your project.
👁 Selecting the operation for the workflow.
- Double-click the query operation to see all the tables and derived views available in your OData endpoint.
👁 Viewing the available endpoints.
- Select a table and configure the query.
You can now transform and integrate live Workday data in Jitterbit.
Get CData Connect AI
To get live data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Jitterbit,
try CData Connect AI today!
