CR - Workday SFTP Sync for Opensense

Setting Up an Outbound Enterprise Interface Builder (EIB) in Workday to Send a .CSV File via SFTP to Opensense

Overview

Opensense offers a secure and reliable method for syncing data through our SFTP server. This process ensures seamless integration with your system by transferring .csv files for automated updates and user synchronization.

What We Do

1. Activate Server Configuration

We enable and configure our secure SFTP server to communicate with your domain.

2. Define Protocol and Connection Settings 

We establish the secure connection parameters, ensuring compatibility with your system requirements.

3. Authenticate Access

Unique credentials (username and password) are used to securely authenticate the connection to our server.

4. Specify File Transfer Rules

We configure filters to process only the required file types (e.g., .csv) and designate the appropriate directories for storage.

5. Enable User Data Synchronization

Automated syncing is enabled to ensure that user information is regularly updated based on the transferred files.

6. Field Mapping

Once the connection is configured, map the .csv fields as required

Information to provide customers

• Protocol: SFTP

• Port: 22 (Default)

• Hostname: sftp.sendergen.com

• Username: Will be provided after account creation

• Password: Will be provided after account creation

• Root Folder: Will be provided after account creation

What You Will Do

1. Create a Report in Workday

• Generate a report to extract relevant data. This report serves as the source for data transfers.

2. Configure the Outbound EIB

• Establish an Enterprise Interface Builder (EIB) to define the direction of data transfer and specify integration details.

3. Define the Data Source

• Choose the appropriate data source, such as custom reports or web services, and set the format to .csv for Opensense compatibility.

4. Configure the Delivery Method

• Specify delivery settings, including the SFTP destination and file details, to ensure accurate transfers.

5. Schedule the EIB

• Automate recurring data transfers using the Workday Integration Scheduler.

6. Test the Integration

• Verify the setup by testing file transfers and addressing any issues.

7. Monitor and Maintain

• Regularly review the process to ensure data integrity and resolve any errors promptly.

Benefits

Secure Data Transfers

All file transfers are conducted over encrypted SFTP connections.

Automated Updates

User data is synced automatically, reducing manual effort.

Customizable Integration

The process is tailored to align with your specific data and system needs.