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

This documentation guides users on creating an EIB in Workday to extract data, transform it into a .csv format, and deliver it to Opensense via SFTP.

Objective

Enable seamless integration of Workday data with Opensense by automating file transfers using SFTP.

Step-by-Step Instructions

1. Create a Custom Report in Workday

1. In Workday, search for and select the Create Custom Report task.
2. Provide a descriptive Report Name.
3. Set Report Type to Advanced.
4. Ensure Enable As Web Service is checked.
5. Choose the appropriate Data Source.
6. Add the required fields under the Columns tab.
7. Save and test the report to ensure it returns the expected data.

2. Configure the Outbound EIB

1. In Workday, search for and select the Create EIB task.
2. Provide a descriptive Name for the EIB.
3. Select Outbound as the direction.
4. Configure the 3-step pattern: Specify a data source, an optional transformation, and a transport protocol.

3. Define the Data Source

1. In the Get Data section, choose a Data Source Type:
- Custom Report: Select an existing custom report enabled for web services.
- REST URL: Use an existing REST URL or create a new one.
- Web Service Data Source: Use or create a new web service data source.
2. If generating output other than Workday XML, select an Alternate Output Format:
- CSV, GData, JSON, RSS, Simple XML.
3. For Opensense, select CSV as the output format.

4. Configure the Delivery Method

1. Navigate to the Deliver section.
2. Specify where to deliver the data:
- SFTP (used for Opensense).
- Enter the SFTP Address, prefixed with sftp://.
- Specify the Directory on the SFTP server.
- Enter the User ID and define the File Name with a .csv extension.

5. Schedule the EIB

1. Use the Integration Scheduler to automate EIB runs. Options include:
- Run Now
- Run Once in the Future
- Daily, Weekly, or Monthly Recurrence.
2. Save and configure the desired schedule.

6. Test the Integration

1. Manually launch the EIB and verify that the .csv file is successfully transferred.
2. Monitor for errors and resolve them promptly.

7. Monitor and Maintain

1. Regularly check the Process Monitor for scheduled runs.
2. Maintain data integrity by addressing errors promptly.

Related Resources

Workday Integration Cloud Platform Documentation

FTP Sync to Opensense