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Workday

Transferring data from Workday into Causal is a 3-step process:
  1. 1.
    Build a Custom Report in Workday with that includes the data you want to send to Causal
  2. 2.
    Create a Webhook datasource in Causal
  3. 3.
    Build an Enterprise Interface Builder (EIB) in Workday which will connect the Workday report to a Causal Block
  4. 4.
    (Optional) Create an Integration System User (ISU)

Build a Custom Report in Workday

Custom reports are built with the Workday Report Writer tool.
There are two ways of creating one:
  1. 1.
    From scratch by using the Create Custom Report task
  2. 2.
    From a copy of an existing Standard report by using the Copy Standard Report to Custom Report task
Make sure to activate the option "Enable as web service" to use the report in an EIB later. Go to the report’s Advanced settings to do it.
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Create a Webook datasource

  1. 1.
    Go to the Data Sources page: https://my.causal.app/data​
  2. 2.
    Click on Webhook under the New Data Source section. You'll see a modal like this:
Type "data" into the Data Array Key field and leave the others blank. Once you click Create Webhook Datasource Causal will generate a Webhook URL that you need for the next step.

Build an Enterprise Interface Builder (EIB) in Workday

To create an EIB, use the Task Create EIB and select "Outbound”
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In the "Get Data" step, select "Custom Report" then select the report you want to integrate (note that if you forgot to enable the "Web service option" on your report you won't be able to find it). In Details > "Alternate Output format", please select "JSON"
In the "Transform" step, do nothing and click next.
In the "Deliver step", this is the configuration required:
  • Delivery method: HTTP/SSL
  • HTTP Address: Paste the Webhook URL from the previous step
  • Web service Invocation Type: "No Security" (The authentication to Causal is actually done based on the URL)
  • File Name: leave blank
Once your EIB integration is created you can launch it to see if it works. Open the EIB you just created and click on "Action">"Integration" > "Launch / Schedule"
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Select "Run Now" and launch the EIB.
Your data should now appear in Causal!

Schedule an automated export

Open the EIB you just created and click on "Action">"Integration" > "Launch / Schedule".
Then in "Run Frequency" select the desired frequency. For this example, we will take "Monthly Recurrence".
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Fill in the different information requested and Save.
Thanks to this configuration, now Workday will automatically send this report to Causal at the frequency chosen.

(Optional) Create an Integration System User (ISU)

We also recommend using an Integration System User (ISU) to run your Custom report. This way you can run it with different security profiles.
Here are the steps to follow:
  1. 1.
    Create an Integration System User using the Create Integration System User task. Add this ISU to an existing Integration System Security Group (ISSG) or create a new one.
  2. 2.
    Using the Maintain Password Rules task, add this ISU account to the System Users exempt from the password expiration list
  3. 3.
    Update the relevant domain security policies so that the security group gets access to integration permissions
  4. 4.
    Activate pending security policy changes
  5. 5.
    Share the report with authorized users including the ISSG/ISU
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Last modified 7mo ago