Workday offers a Reporting as a Service (RaaS) features which allows you to export most data from Workday by creating a custom report within Workday then exposing it as a web service. The output can be various formats such as RSS, XML, CSV, or JSON format.
RaaS enables you to fetch Workday data from DX programmatically, without going through a manual process of obtaining and uploading CSV files.
Prerequisites
To connect Workday RaaS to DX, you need:
An active Workday report URL that matches DX’s required format
The username and password to access that Workday report URL
To configure the reports as Advanced type reports to enable web service access
Setup instructions
Step 1 - Create service account
Log in to your Workday application using an Administrator account.
In the application's search box, search for 'create user' and then select Create Integration System User. DX uses the Integration System User to access custom reports.
Enter a User Name and Password.
Leave the Require New Password at Next Sign In checkbox clear.
Select the Do Not Allow UI Sessions checkbox.
Step 2 - Create security group
In the Create Security Group window, set the Type of Tenanted Security Group to Integration System Security Group (Unconstrained).
Enter a Security Group Name and click OK.
In the Edit Integration System Security Group (Unconstrained) window, add the integration system user you created inStep 1 in the Integration System Users field.
Click OK.
Step 3 - Add domain security policies
Go to Security Group Settings > Maintain Domain Permissions for Security Group.
In the Integration Permissions section, in the Domain Security Policies permitting Get access field, select the security domains associated with the reports you want to sync.
Step 4 - Activate policies
Go to the Activate Pending Security Policy Changes page and click OK.
Click Confirm to activate.
Step 5 - Create custom report
On the Create Custom Report page, enter the Report Name.
In the Report Type drop-down menu, select Advanced.
Select the Enable as Web Service option.
Add Data Source. Add the fields you want to sync.
Step 6 - Create custom report
In the custom report's Share tab, add the user you created in Step 1 in the Authorized Users field.
Step 7 - Finish RaaS setup
In each custom report's Advanced tab, share each report to Report-as-a-Service.
For each report, go to Actions --> Web Service --> View URLs. Make a note of the CSV URL. You will need it to fill in your DX setup form.
Test each report by pasting it into a new browser session, and log in using the web service user. If the Report CSV does not display, check your user security settings.
Step 8 - Finish DX configuration
In the DX Workday RaaS form. Enter the RaaS CSV URL and authentication credentials
Click Save settings to verify the connection
Once the settings are saved and the connection status is verified, click Download CSV in the upper right corner to test the downloading of the CSV file and inspect the contents