Workday SFTP sync overview (change request)

Overview

Opensense offers a secure and reliable way to sync data through its SFTP server. The process integrates with your system by transferring .csv files, for automated updates and user synchronization.

This article outlines the integration process for transferring data securely from Workday to Opensense over SFTP (Secure File Transfer Protocol). For the full Workday steps, see Setting up Workday SFTP sync with an EIB.

What Opensense does

Activate the server configuration. We turn on and configure our secure SFTP server to communicate with your domain.
Define the protocol and connection settings. We set up the secure connection parameters, compatible with your system requirements.
Authenticate access. Unique credentials (username and password) securely authenticate the connection to our server.
Specify file transfer rules. We configure filters to process only the required file types (for example, .csv), and set the directories for storage.
Turn on user data synchronization. Automated syncing keeps user information regularly updated, based on the transferred files.
Map the fields. When the connection is configured, the .csv fields are mapped as needed.

Connection details

Opensense gives you these connection details:

Protocol: SFTP
Port: 22 (default)
Hostname: sftp.sendergen.com
Username: Provided after account creation
Password: Provided after account creation
Root folder: Provided after account creation

What you do in Workday

Create a report in Workday. Generate a report to extract the relevant data. This report is the source for data transfers.
Configure the outbound EIB. Set up an Enterprise Interface Builder (EIB) that defines the direction of the data transfer and the integration details.
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.
Configure the delivery method. Specify the delivery settings, including the SFTP destination and file details, for accurate transfers.
Schedule the EIB. Automate recurring data transfers with the Workday Integration Scheduler.
Test the integration. Check the setup by testing file transfers, and fix any issues.
Monitor and maintain. Review the process regularly, to keep data accurate and resolve any errors promptly.

Benefits

Secure data transfers
All file transfers use encrypted SFTP connections.
Automated updates
User data syncs automatically, which reduces manual effort.
Customizable integration
The process is tailored to your specific data and system needs.

What’s next

For further help, contact Opensense Support at help@opensense.com.