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Authorization

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

Prerequisites​

Before creating a Workday Reporting credential, you need to obtain your Username, Password, and a valid custom report URL from your Workday account. Workday Reporting uses Basic Authentication for all API requests.

To obtain your Workday Reporting credentials, follow these steps:

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

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

  3. Ensure that your user account has the required permissions to access Workday Reporting as a Service (RaaS) and generate custom reports.

  4. Your Username is typically your Workday login username that you use to sign in to the system.

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

  6. To obtain a Custom Report URL, navigate to Reporting or Custom Reports in your Workday dashboard, and generate a custom report using the Reporting as a Service (RaaS) feature. The report should be configured to return JSON data. Copy the JSON URL generated for the report, as this will be used for credential validation.

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

The Username and Password are used in Basic Authentication for all API requests to the Workday Reporting API. The Custom Report URL is used to validate your credentials. If your credentials are compromised, you should immediately change your password in your Workday account. For detailed information about Workday Reporting, API authentication, and available endpoints, refer to the Workday documentation.

Create a Workday Reporting Credential​

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

New Credential Overlay – Workday Reporting

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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.

Basic Authentication​

Workday Reporting uses Basic Authentication for all API requests. The Username and Password are used as the basic authentication credentials.

  1. Enter your Username in the Username field. This is your Workday username that you use to sign in to the system. The Username is used as the username in Basic Authentication for all API requests to the Workday Reporting API.

  2. Enter your Password in the Password field. This is your Workday password. The Password is used as the password in Basic Authentication for all API requests to the Workday Reporting API. The Password is sensitive information and must be kept confidential.

  3. Enter your Authentication Test URL (Any valid custom report URL) in the Authentication Test URL (Any valid custom report URL) field. This should be any valid URL that should be used for validating your credentials. Enter any valid custom report URL generated using Workday Reporting as a Service (RaaS) feature that returns JSON data. This URL is used to test and validate your credentials during credential creation.

    Your Workday Reporting credentials (Username, Password) are the same credentials you use to sign in to your Workday account. The Authentication Test URL should be a valid custom report URL generated using Workday Reporting as a Service (RaaS) feature that returns JSON data.

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

    For detailed information about Workday Reporting, API authentication, and available endpoints, see the Workday documentation.

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.