---
title: "Setting up Workday SFTP sync with an EIB"
slug: "workday-sftp-sync-for-opensense"
description: "Create an outbound EIB in Workday that exports a custom report as a .csv file and delivers it to Opensense over SFTP on a schedule."
updated: 2025-01-24T01:56:14.000Z
canonical: "https://help.opensense.com/docs/workday-sftp-sync-for-opensense"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.opensense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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)](https://help.opensense.com/docs/cr-workday-sftp-sync-for-opensense-1).


## 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 Create EIB window, with a Name field and the Inbound and Outbound options](https://help.opensense.com/media/00-creating-an-eib-900px-1-c81068f96b19.png)

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**:

   <dl class="kb-insights-summary">
     <div><dt>Custom Report</dt><dd>Select an existing custom report that's enabled for web services.</dd></div>
     <div><dt>REST URL</dt><dd>Use an existing REST URL, or create a new one.</dd></div>
     <div><dt>Web Service Data Source</dt><dd>Use an existing web service data source, or create a new one.</dd></div>
   </dl>

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**.

![The Get Data step of Create Outbound EIB, with the Data Source Type menu open on Custom Report](https://help.opensense.com/media/eib-20out-20getdata-a052851aa320.jpg)


### 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.

![The Deliver step of Create Outbound EIB, with the delivery method list, including SFTP](https://help.opensense.com/media/eib-20out-20deliver-5e153d7bb4b0.jpg)


### 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)](https://help.opensense.com/media/datasheet-workday-integration-cloud-platform-uk-3ad32f58e654.pdf)
- [Syncing user data to Opensense over SFTP](https://help.opensense.com/docs/external-sftp-sync)
- [Workday SFTP sync overview (change request)](https://help.opensense.com/docs/cr-workday-sftp-sync-for-opensense-1)

For more help, ask your Workday administrator, or contact Opensense Support at [help@opensense.com](mailto:help@opensense.com).