---
title: "Workday SFTP Sync for Opensense"
slug: "workday-sftp-sync-for-opensense"
updated: 2025-01-24T01:56:14Z
published: 2025-01-24T01:56:14Z
canonical: "help.opensense.com/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.

# 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**.

![](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/00-creating-an-eib-900px(1).png)

#### **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.

![](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/eib%20out%20getdata.JPG)

#### **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.

![](https://cdn.document360.io/05b0e12d-96a6-4b75-a423-672ab2be88d7/Images/Documentation/eib%20out%20deliver.JPG)

#### **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](https://www.workday.com/content/dam/web/uk/documents/datasheets/datasheet-workday-integration-cloud-platform-uk.pdf)

[FTP Sync to Opensense](/v1/docs/ftp-sync-to-opensense)

**Note!This guide ensures accurate delivery of data to Opensense via SFTP. Consult your Workday administrator or Opensense support for additional assistance.**