This is a credential-based connection. You will need a Workday administrator to configure an API client and integration system user before connecting.
Setup
Confirm 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.
Grant the required permissions
The Integration System User must have domain security policies granted for the Workday services your agents will access:
- Revenue Management domain — required for reading customer records and balances.
- Resource Management domain — required for reading supplier records.
Add the connection in Duvo
On the Connections page, open Workday and fill in these fields:
Your Workday service hostname (for example,
wd2-impl-services1.workday.com). Found in your browser address bar when logged into Workday.Your Workday tenant identifier (for example,
mycompany). Your Workday administrator can confirm this value.The OAuth2 client ID shown after registering the API client in Workday.
The OAuth2 client secret shown after registering the API client in Workday. This value is only displayed once — copy it during registration.
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
Third-party documentation
- Workday Web Services (WWS) Directory — SOAP API reference for all Workday web services.
- Integration Security — Workday Community — 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 agents can only access what the ISU is authorized to see.
- No manual Workday navigation — agents query Workday data directly, eliminating the need to log in and run reports by hand.
Works Well With
Google Sheets
Pull Workday customer and supplier data into spreadsheets for financial analysis, vendor reviews, or stakeholder reporting.
Gmail
Retrieve Workday records and include them in automated notifications, approval requests, or follow-up emails.
Slack
Post supplier updates, overdue balance alerts, or customer status changes to the relevant team channels.