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Workday technical integration

Integration options

Section titled “Integration options”

Workday offers several integration methods. Pick the one that fits your technical needs and partnership status.

Workday Integration Cloud (XML)

Section titled “Workday Integration Cloud (XML)”

Use Workday’s native integration platform for scheduled data sync:

<integration>
  <source>
    <workday-report id="New_Hires_Today"/>
  </source>
  <transformation>
    <map-to-tallyfy>
      <!-- each target is the kick-off field's timeline ID -->
      <field source="Employee_ID" target="a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6"/>
      <field source="Legal_Name" target="3c9d1e7fa4b820516d8e2f7a9c0b4d15"/>
      <field source="Job_Profile" target="9f2b7c1e4a6d8035b1c7e9d2f4a6b801"/>
      <field source="Supervisory_Organization" target="6e4a2c80f19b3d75e0a8c246b93f157d"/>
    </map-to-tallyfy>
  </transformation>
  <target>
    <tallyfy-api>
      <endpoint>https://go.tallyfy.com/api/organizations/{org_id}/runs</endpoint>
      <template>f7e6d5c4b3a2918070615243342516f0</template>
    </tallyfy-api>
  </target>
</integration>

REST API integration

Section titled “REST API integration”

For approved partners with Workday REST API access:

const processWorkdayEvent = async (event) => {
  if (event.type === 'WORKER_HIRED') {
    const worker = await workdayAPI.getWorker(event.workerId);


    const response = await fetch(
      'https://go.tallyfy.com/api/organizations/{org_id}/runs',
      {
        method: 'POST',
        headers: {
          'Authorization': 'Bearer YOUR_TALLYFY_TOKEN',
          'X-Tallyfy-Client': 'APIClient',
          'Accept': 'application/json',
          'Content-Type': 'application/json'
        },
        body: JSON.stringify({
          checklist_id: 'f7e6d5c4b3a2918070615243342516f0',
          // prerun keys are the kick-off fields' timeline IDs, not their labels
          prerun: {
            'a1b2c3d4e5f6a7b8c9d0e1f2a3b4c5d6': worker.employeeID,         // Employee ID
            '3c9d1e7fa4b820516d8e2f7a9c0b4d15': worker.legalName,          // Full name
            '9f2b7c1e4a6d8035b1c7e9d2f4a6b801': worker.workEmail,          // Email
            '6e4a2c80f19b3d75e0a8c246b93f157d': worker.costCenter,         // Cost center
            '2d7f9a1c5e3b806478d0a2c4e6f81b39': worker.primaryWorkLocation, // Location
            '5b8c0e2a7f4d1936a8e0c5b3d7f92146': worker.jobProfile,         // Job title
            '0a3e6b9d2c8f5174e9b2d6a0c4f83b57': worker.manager             // Manager
          }
        })
      }
    );


    return response.json();
  }
};

The prerun object is keyed by each kick-off field’s timeline ID, a 32-character hex string. You’ll find it as the id on each entry of the prerun array returned by GET /organizations/{org_id}/checklists/{checklist_id}. Don’t use the alias sitting next to it - alias keys never match, and Tallyfy drops unmatched keys silently, so the process launches successfully with that field left blank.

Each prerun value’s shape depends on the field type. The per-type list lives on Launch process.

Data mapping

Section titled “Data mapping”

Here’s how common Workday fields map to Tallyfy kick-off form fields. The Tallyfy column names the field you’re aiming at - in the API payload you address it by its timeline ID, not by this name.

Workday FieldTallyfy kick-off fieldDescription
employeeIDemployee_idUnique employee identifier
legalNamefull_nameEmployee full name
workEmailemailWork email address
costCentercost_centerCost center code
businessUnitbusiness_unitBusiness unit name
primaryWorkLocationlocationOffice location
jobProfilejob_titleJob title / role
managermanager_nameDirect manager
workerTypeemployee_typeFull-time, contractor, etc.

Authentication

Section titled “Authentication”

Workday uses OAuth 2.0 with JWT for API authentication. Store credentials securely - don’t expose them in client-side code.

iPaaS alternatives

Section titled “iPaaS alternatives”

If you don’t have direct API access, use an integration platform instead:

  • Celigo - NetSuite-native with Workday connectors
  • Workato - Enterprise automation recipes
  • MuleSoft - Anypoint Platform connectors
  • Boomi - Dell Boomi AtomSphere
Section titled “Related articles”

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