How-to: Set up the Workday Integration
How does the integration work?
Here are the steps required to set up the Workday Integration:
1 - Structure Employee Data
First, you’ll create an Employee Demographics Data Report in Workday, outputting to JSON format, which contains the required fields listed below and any optional fields you would like to add. Once completed, you can securely associate that Employee Demographics Data Report to a Workday Web Services URL, which you’ll later pass to Expensify.
The following fields are required:
- Employee Email
- Employee Policy
- Employee ID
- Manager Email
For more details on the JSON format and optional fields, please see the advanced employee updater guide.
2 - Connect Workday to Expensify
Next, you can easily trigger the integration by using the Expensify Advanced Employee Updater API with your Workday Web Services URL.
To pass the Workday Web Services URL correctly, you’ll want to make sure that the parameters are set up. The Workday Web Services URL would go in the feedUrl parameter, with your authentication credentials added to feedUser and feedPassword. You can see an example of this under Via URL in our Advanced Employee Updater API documentation:
Expensify will now invite any new employees and update existing employees and approval workflows based on the report when a request to the Expensify API is sent.
Please note that the Expensify API is a self-serve tool. For any other questions, we recommend the Community Forum as a great resource for getting API help and advice!
Note: When you have connected Workday successfully, it will not show as connected on the Connections page of your Policy. The button on the Connections page is simply for requesting setup info.