# Workday

Workday is a cloud-based enterprise platform for human capital management, financial management, and business planning. Connecting Workday to Duvo lets your assignments read customer and supplier records and look up financial details directly from your Workday tenant without manual navigation.

## Setup

This is a credential-based connection. You will need a Workday administrator to configure an API client and integration system user before connecting.

### Prerequisites

* A Workday tenant with SOAP Web Services enabled (enabled by default on most tenants).
* An **Integration System User (ISU)** configured in Workday. Your Workday administrator creates this under the *Create Integration System User* task.
* An **API Client** registered in Workday via the *Register API Client for Integrations* task, with the **Non-Expiring Refresh Tokens** option selected and appropriate scopes assigned.
* A **refresh token** generated for the ISU through *Manage Refresh Tokens for Integrations* on the registered API client.

### Required Permissions

The Integration System User must have domain security policies granted for the Workday services your assignments will access:

* **Revenue Management** domain — required for reading customer records and balances.
* **Resource Management** domain — required for reading supplier records.

Your Workday security administrator assigns these through *Integration System Security* and then activates the pending security policy changes.

### Connection Fields

| Field             | Description                                                                                                                                             |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Workday Host**  | Your Workday service hostname (for example, `wd2-impl-services1.workday.com`). Found in your browser address bar when logged into Workday.              |
| **Tenant**        | Your Workday tenant identifier (for example, `mycompany`). Your Workday administrator can confirm this value.                                           |
| **Client ID**     | The OAuth2 client ID shown after registering the API client in Workday.                                                                                 |
| **Client Secret** | The OAuth2 client secret shown after registering the API client in Workday. This value is only displayed once — copy it during registration.            |
| **Refresh Token** | The OAuth2 refresh token generated for your Integration System User. Generate this through *Manage Refresh Tokens for Integrations* on your API client. |

### Third-Party Documentation

* [Workday Web Services (WWS) Directory](https://community.workday.com/sites/default/files/file-hosting/productionapi/index.html) — SOAP API reference for all Workday web services.
* [Integration Security — Workday Community](https://community.workday.com/node/393246) — guide on configuring domain security policies for integration users.

## Capabilities

* **List and search customers** — retrieve paginated customer records including name, category, payment terms, currency, status, credit limit, and contact details.
* **View customer balances** — pull total balance, overdue balance, year-to-date sales, and last-twelve-month sales for any customer.
* **List and search suppliers** — retrieve paginated supplier records including name, category, group, payment terms, currency, status, and contact details.
* **Look up individual records** — get full details for a specific customer or supplier by ID, including address, phone, email, and bank information.
* **Cross-entity partner search** — search customers and suppliers simultaneously when you need to find a business partner without knowing their entity type.

## Key Benefits

* **Unified data access** — read customer records, supplier details, and financial data from a single Workday connection without switching between Workday modules.
* **Automated data retrieval** — pull customer balances, supplier details, and partner records into your workflows automatically instead of exporting reports manually.
* **Secure, scoped access** — uses your Integration System User credentials with domain-level security policies, so assignments can only access what the ISU is authorized to see.
* **No manual Workday navigation** — assignments query Workday data directly, eliminating the need to log in and run reports by hand.

## Works Well With

* **Google Sheets or Microsoft Excel** — pull Workday customer and supplier data into spreadsheets for financial analysis, vendor reviews, or stakeholder reporting.
* **Gmail or Microsoft Outlook** — retrieve Workday records and include them in automated notifications, approval requests, or follow-up emails.
* **Slack or Microsoft Teams** — post supplier updates, overdue balance alerts, or customer status changes to the relevant team channels.