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URL: https://www.cdata.com/kb/tech/workday-sync-csv.rst

⇱ Automated Continuous Workday Replication to Local Delimited Files

Automated Continuous Workday Replication to Local Delimited Files

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Use CData Sync for automated, continuous, customizable Workday replication to delimited files (CSV/TSV).

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Workday data into local delimited files (CSV/TSV), allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

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 CSV/TSV as a Replication Destination

Using CData Sync, you can replicate Workday data to delimited files, like CSV or TSV. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select CSV as a destination. 👁 Configure a Destination connection to CSV.
  3. Enter the necessary connection properties. To connect to a directory for storing delimited files, set the following:
    • Destination Folder: Set this location on the disk for the delimited files.
    • Include Column Headers: Set this to True for the first row in each file to represent the column names.
  4. Click Test Connection to ensure that the connection is configured properly. 👁 Configure a Destination connection.
  5. Click Save Changes.

Configure the Workday Connection

You can configure a connection to Workday from the Connections tab. To add a connection to your Workday account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Workday).
  3. Configure the 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 Source connection (Salesforce is shown).
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

👁 Select Source and Destination connections for the replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

👁 Choose entire tables to replicate (Salesforce is shown).

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication. 👁 Configure a replication Transform.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

👁 Schedule your job to run automatically.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Workday data to delimited files.