How to export data from Workday to Pigment

This article details the process of transferring data from Workday directly into Pigment and configuring an automatic data update based on a desired schedule. 

Building a Set Up

Transferring data from Workday into Pigment is a 3-step process:

1. Build a Custom Report in Workday with that includes the data you want to send to Pigment
2. Build an Enterprise Interface Builder (EIB) in Workday which will connect the Workday report to a Pigment Block
3. (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. 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.

Build an Enterprise Interface Builder (EIB) in Workday

To create an EIB, use the Task Create EIB and select "Outbound”

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 "CSV".

In the "Transform" step, do nothing and click next.

In the "Deliver step", this is the configuration required:

• Delivery method: HTTP/SSL
• HTTP Address: put Pigment API URL with the API token as query parameter.
  • API URL template: https://pigment.app/api/import/push/csv?configurationId={CONFIGURATION_ID}&api_key={API_KEY}
  • Replace {CONFIGURATION_ID} by a Pigment Configuration ID, follow this tutorial to learn more
  • Replace {API_KEY} by a Pigment API Key, follow this tutorial to learn more
  • Your final URL should look like this:
    https://pigment.app/api/import/push/csv?configurationId=33d0d7d0-6125-47c4-b36a-882f4ed53b33&api_key=3jp2e232-9875-42f4-9fcf-63fe2ce568jp
• Web service Invocation Type: Basic Auth
• User Id and Password: enter anything in there. The authentication to Pigment is done through the {API_KEY} in the API 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"

Select "Run Now" and launch the EIB.

Your data should now appear in Pigment! 

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".  

Fill in the different information requested and Save.

Thanks to this configuration, now Workday will automatically send this report to Pigment 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. 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. 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