How will you transfer data from Tenant to Studio in Workday?

How will you transfer data from Tenant to Studio in Workday?

There are several methods to transfer data from your Workday tenant to Workday Studio, depending on what type of data you need to transfer and how you plan to use it:

Methods to Transfer Data:

1. Using Web Services (SOAP/REST APIs)

Identify the required Workday web service (e.g., Get_Workers, Get_Organizations).
Configure an Integration System User (ISU) with proper security permissions.
Generate or obtain the WSDL for the web service.
In Workday Studio, create a new integration project.
Use the Web Service Consumer connector to call the Workday API.
Authenticate using OAuth 2.0 or Basic Auth.
Map and transform the response data as needed.
Deploy and test the integration.

2. Using Report-as-a-Service (RaaS)

Create a custom Workday report with the required data fields.
Publish the report as a RaaS (Report-as-a-Service).
Note the RaaS URL (e.g., https://wd2-impl-services1.workday.com/ccx/service/tenant/Report_ServiceName).
In Workday Studio, use an HTTP connector to call the RaaS URL.
Pass authentication headers (ISU credentials).
Retrieve data in XML/JSON format.
Process and transform the data as needed.

3. Using Enterprise Interface Builder (EIB)

Create an EIB in Workday (Integration > Create EIB).
Select the appropriate data source (e.g., Worker, Custom Report).
Configure the output format (CSV, XML, etc.).
Schedule or manually run the EIB to generate the file.
Store the file in a location accessible to Studio (SFTP, shared drive, etc.).
In Studio, use a File connector to read the EIB output.
Process the data further if required.

4. Using File-Based Transfer (Manual Extract & Import)

Run a Workday report and export it as CSV/Excel.
Upload the file to a shared drive, SFTP, or cloud storage.
In Studio, configure a File Inbound connector to read the file.
Parse and transform the data as needed.
Validate and process the data before sending it to the target system.

General Steps for All Methods:

Define Data Requirements – Identify fields, frequency, and volume.
Choose the Right Method – Based on real-time needs, data size, and security.
Set Up Security – Ensure ISU has correct domain & business process permissions.
Develop & Test in Sandbox – Validate before moving to production.
Schedule or Trigger – Decide if the transfer is manual, scheduled, or event-based.
Monitor & Maintain – Set up alerts for failures and log data transfers.