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Authorization

Follow this guide to create a new Workday Adaptive Planning credential that will allow Nexla to authenticate to and exchange data with your Workday Adaptive Planning account.
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Workday Adaptive Planning API

Prerequisites​

Before creating a Workday Adaptive Planning credential, you need to obtain your Username/Email and Password from your Workday Adaptive Planning account. Workday Adaptive Planning uses username and password authentication for all API requests.

To obtain your Workday Adaptive Planning credentials, follow these steps:

  1. Sign in to your Workday Adaptive Planning account using your administrator credentials.

  2. Navigate to your account settings or user profile in your Workday Adaptive Planning dashboard.

  3. Ensure that your user account has the required permissions to invoke API methods. The user must have the necessary API access permissions configured in Workday Adaptive Planning.

  4. Your Username/Email is typically your Workday Adaptive Planning login email address or username that you use to sign in to the system.

  5. Your Password is the password associated with your Workday Adaptive Planning account.

  6. Store both credentials securely, as you will need them to configure your Nexla credential. The Password is sensitive information and should be kept confidential.

The Username/Email and Password are used to authenticate API requests to the Workday Adaptive Planning API. The login name of the user invoking the API must have the required permissions to invoke methods. If your credentials are compromised, you should immediately change your password in your Workday Adaptive Planning account. For detailed information about API authentication, permissions, and available endpoints, refer to the Workday Adaptive Planning API documentation.

Create a Workday Adaptive Planning Credential​

  • To create a new Workday Adaptive Planning credential, after selecting the data source/destination type, click the Add Credential tile to open the Add New Credential overlay.

New Credential Overlay – Workday Adaptive Planning

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Credential Name & Description​

  1. Enter a name for the credential in the Credential Name field and a short, meaningful description in the Credential Description field.

    Resource descriptions are recommended but are not required. They should be used provide information about the resource purpose, data freshness, etc. that can help the owner and other users efficiently understand and utilize the resource.

Username and Password Authentication​

Workday Adaptive Planning uses username and password authentication for all API requests. The login name of the user invoking the API must have the required permissions to invoke methods.

  1. Enter your Username/Email in the Username/Email field. This is the login name of the user invoking the API. This user must have the required permissions to invoke methods. The Username/Email is typically your Workday Adaptive Planning login email address or username.

  2. Enter your Password in the Password field. This is the password of the user invoking the API. The Password is sensitive information and must be kept confidential.

  3. Enter your API Version in the API Version field. This should be the version of the Workday Adaptive Planning API you want to use (e.g., 39). The default value is 39. The API Version determines which version of the API will be used for requests.

  4. The Caller Name field is automatically set to nexla to identify your client application. This field is hidden and does not require configuration.

    Your Workday Adaptive Planning credentials (Username/Email, Password) are the same credentials you use to sign in to your Workday Adaptive Planning account. The login name of the user invoking the API must have the required permissions to invoke methods.

    If your credentials are compromised, you should immediately change your password in your Workday Adaptive Planning account. The credentials provide access to your Workday Adaptive Planning account data and should be treated as sensitive information. Keep your credentials secure and do not share them publicly.

    For detailed information about API authentication, permissions, and available endpoints, see the Workday Adaptive Planning API documentation and Workday Adaptive Planning API overview.

Save the Credential​

  1. Once all of the relevant steps in the above sections have been completed, click the Save button at the bottom of the overlay to save the configured credential.

  2. The newly added credential will now appear in a tile on the Authenticate screen during data source/destination creation and can be selected for use with a new data source or destination.