VOOZH about

URL: https://www.cdata.com/kb/tech/workday-ssis-task-import-2008.rst

⇱ Build Data Flows from Workday to SQL Server using SSIS

Build Data Flows from Workday to SQL Server using SSIS

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Easily back up Workday data to SQL Server using the SSIS components for Workday.

Using SQL Server as a backup for critical business data provides an essential safety net against loss. Backing up data to SQL Server enables business users to more easily connect that data with features like reporting, analytics, and more.

This example demonstrates how to use the CData SSIS Tasks for Workday inside of a SQL Server SSIS workflow to transfer Workday data into a Microsoft SQL Server database.

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


Add the Components

To get started, add a new Workday source and SQL Server ADO.NET destination to a new data flow task.

👁 The Data Flow task used in this example. (Salesforce is shown.)

Create a New Connection Manager

Follow the steps below to save Workday connection properties in a connection manager.

  1. In the Connection Manager window, right-click and then click New Connection. The Add SSIS Connection Manager dialog is displayed.
  2. In the Connection Manager type menu, select Workday. The CData Workday Connection Manager is displayed.
  3. Configure connection properties.

    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.

    APIConnectionType Value
    WQLWQL
    Reports as a ServiceReports
    RESTREST
    SOAPSOAP

    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).

Configure the Workday Source

Follow the steps below to specify the query to be used to extract Workday data.

  1. Double-click the Workday source to open the source component editor.
  2. In the Connection Manager menu, select the connection manager previously created.
  3. Specify the query to use for the data extraction. For example: 
    SELECT Worker_Reference_WID, Legal_Name_Last_Name FROM Workers WHERE Legal_Name_Last_Name = 'Morgan'
    👁 The SQL query to retrieve records. (Salesforce is shown.)
  4. Close the Workday Source control and connect it to the ADO.NET Destination.

Configure the SQL Server Destination

Follow the steps below to specify the SQL server table to load the Workday data into.

  1. Open the ADO.NET Destination and add a New Connection. Enter your server and database information here.
  2. In the Data access mode menu, select "table or view".
  3. In the Table Or View menu, select the table or view to populate.
  4. Configure any properties you wish to on the Mappings screen. 👁 The mappings from the SSIS source component to SQL Server. (Salesforce is shown.)

Run the Project

You can now run the project. After the SSIS Task has finished executing, your database will be populated with Workday data.

👁 The completed import. (Salesforce is shown.)

Ready to get started?

Download a free trial of the Workday SSIS Component to get started:

 Download Now

Learn more:

👁 Workday Icon
Workday SSIS Components

Powerful SSIS Source & Destination Components that allows you to easily connect SQL Server with Workday through SSIS Workflows.

Use the Workday Data Flow Components to synchronize with Workday Cash Management, Compensation, Financial Management, Payroll, and more. Perfect for data synchronization, local back-ups, workflow automation, and more!