Workday
Transferring data from Workday into Causal is a 3-step process:
- 1.Build a
Custom Report
in Workday with that includes the data you want to send to Causal - 2.Create a Webhook datasource in Causal
- 3.Build an Enterprise Interface Builder (EIB) in Workday which will connect the Workday report to a Causal Block
- 4.(Optional) Create an
Integration System User (ISU)
Custom reports are built with the Workday Report Writer tool.
There are two ways of creating one:
- 1.From scratch by using the
Create Custom Report
task - 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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- 1.
- 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.
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!
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.
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.Create an Integration System User using the
Create Integration System User
task. Add this ISU to an existingIntegration System Security Group
(ISSG) or create a new one. - 2.Using the
Maintain Password Rules task
, add this ISU account to the System Users exempt from the password expiration list - 3.Update the relevant domain security policies so that the security group gets access to integration permissions
- 4.Activate pending security policy changes
- 5.Share the report with authorized users including the ISSG/ISU
Last modified 7mo ago