Workday REST with examples

Workday is a cloud financial management and human capital management software that seamlessly combines finance and HR for greater business performance and visibility into organizational data.

Use the Workday REST integration connector to sync data between your Workday REST instance and other cloud applications.

The Workday REST connector works best when you are executing workflow-centric actions (e.g. approve inbox task). If your use case requires you to work with larger datasets (e.g. full reports from Workday) or with custom reports/objects, use the Workday integration connector instead

How to connect to Workday on Workato

The Workday REST connector uses the Workday REST API. Workday recommends using an Integration System User (ISU) for integration using third party services like Workato.

#Connect to Workday on Workato

Workday connection fields

API Client

You will need to create an API client to connect to Workday REST API. There are 2 ways to connect using API clients:

1. Authorize using a user account
2. Use an API Client for Integration For more info Workday Training

#API Client for user account

Use a regular API Client to authorize a connection to the REST API using a user account.

First, navigate to the View API Clients page by typing it into the search bar. You should see this screen. Here, you will see the endpoints required for the connection. Take note of REST API endpoint, Token endpoint and Authorization endpoint.

View API clients

Click on an existing API Clients that is available to integration if there are any. Otherwise, you need to create a new one. Navigate to Register API Client in your Workday instance.

Registering a new client

• Enter a meaningful name to indicate that this API client is used for Workato recipes
• Select Authorization Code Grant for Client Grant Type
• Select Bearer for Access Token Type
• Use https://www.workato.com/oauth/callback as the Redirection URL
• Select all the OAuth2 scopes and Functional Area scope that you need for the recipes you intend to create. Learn more skills from Workday Integration Training

API client details

Remember to save the Client ID and Client Secret before clicking Done. This will be required to create a Workday REST connection.

#API Client for Integrations

If you wish to use a manually generated token to connect to Workday, you will need to register an API client for integration. This is required when using an ISU that does not have login access and is used only for API access.

Navigate to Register API Client for integration in your Workday instance.

Registering a new client for Integrations

• Enter a meaning name to indicate that this API client is used for Workato recipes
• Select Non-Expiring Refresh Tokens to avoid regenerating and reconnecting
• Select all the OAuth2 scopes and Functional Area scope that you need for the recipes you intend to create

API client details

Remember to save the Client ID and Client Secret before clicking Done. This will be required to create a Workday REST connection.

Lastly, navigate to Action > API Client > Manage Refresh Tokens for Integrations.

Generate refresh token

Select the Integration user to perform all recipe actions.

Select refresh token for ISU

If there are no existing refresh tokens, select Generate new refresh token and copy the new Refresh token. This will be required to create a Workday REST connection.

Refresh token for ISU

To get in-depth knowledge, enroll for a live free demo on Workday Online Training