Setting up Workday SFTP sync with an EIB

Overview

This article shows how to set up an outbound Enterprise Interface Builder (EIB) in Workday, to extract data, transform it into a .csv file, and deliver it to Opensense over SFTP.

The goal is seamless integration of Workday data with Opensense, by automating file transfers over SFTP. For what Opensense sets up on its side, and the connection details you receive, see Workday SFTP sync overview (change request).

Setting up the EIB

Step 1: Create a custom report in Workday

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

Step 2: Configure the outbound EIB

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

The screenshot’s example has Inbound selected. For Opensense, select Outbound.

Step 3: Define the data source

1. In the Get Data section, choose a Data Source Type:

   Custom Report

   Select an existing custom report that's enabled for web services.

   REST URL

   Use an existing REST URL, or create a new one.

   Web Service Data Source

   Use an existing web service data source, or create a new one.

2. If you generate output other than Workday XML, select an Alternate Output Format: CSV, GData, JSON, RSS, or Simple XML. For Opensense, select CSV.

Step 4: Configure the delivery method

1. Go to the Deliver section.
2. Choose SFTP as the delivery method (Opensense uses SFTP).
3. Enter the SFTP Address, starting with sftp://.
4. Enter the Directory on the SFTP server.
5. Enter the User ID, and a File Name with a .csv extension.

Step 5: Schedule the EIB

1. Use the Integration Scheduler to run the EIB automatically. The options include Run Now, Run Once in the Future, and a daily, weekly, or monthly recurrence.
2. Save, and configure the schedule you want.

Step 6: Test the integration

1. Launch the EIB manually, and check that the .csv file transfers successfully.
2. Monitor for errors, and resolve them promptly.

Step 7: Monitor and maintain

1. Check the Process Monitor regularly for scheduled runs.
2. Keep data accurate by addressing errors promptly.

What’s next

• Workday Integration Cloud Platform datasheet (PDF)
• Syncing user data to Opensense over SFTP
• Workday SFTP sync overview (change request)

For more help, ask your Workday administrator, or contact Opensense Support at help@opensense.com.