Obtaining connection values for Workday

About this task

This topic provides instructions for obtaining the connection values for the Workday connector.

Procedure

  1. Log in to your Workday admin account.
  2. Search for Register API Client for Integrations, and then select Register API Client for Integrations.

    The Register API Client for Integrations window opens.

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    Register API Client for Integrations window
  3. Tip: Keep the checkbox Non-Expiring Refresh Tokens selected if you do not want your refresh token to expire. If you require a refresh token that expires, click Disabled, and then specify the Refresh Token Timeout (in days).
    Specify the Client Name and Scope (Functional Areas) based on your requirements.
  4. Click OK.
  5. Copy the Client ID and Client Secret values and save them somewhere safe.
    Client ID and client secret
  6. To obtain the refresh token, complete the following steps:
    1. Search for View API Client, and then click the API Client for Integrations tab.
    2. Select the API Client that you created.
    3. On the API Client page that appears, click the three-dot icon, and then go to API Client > Manage Refresh Tokens for Integrations.
      View API Client window

      The Manage Refresh Tokens for Integrations window appears.

    4. Enter your Workday account name, and then click OK.
    5. Select the checkbox Generate New Refresh Token, and then click OK.
      Delete or Regenerate Refresh token window
    6. Copy the Refresh token value.
      Refresh token window