Workday REST authentication

先决条件

To create a connection to the Workday REST connector, you need the following credentials:

• REST API Endpoint
• 授权 URL
• 令牌 URL
• 客户端 ID
• 客户端密码
• Your Workday username and password.

How to configure an OAuth API client in Workday

The Workday REST connector is based on the Workday REST API.

For establishing an integration with the UiPath OAuth application for Workday, it's recommended you create an Integration System User (ISU) with login access. Follow the steps described in Create an Integration System User (ISU). Once you complete this step, you need to create an API client or use an existing API client for your integration.

Important: For a successful integration, your Integration System User (ISU) must have the necessary permissions. If your ISU lacks adequate permissions, you may encounter errors while creating the connection. For details, see how to Configure domain security policy permissions or contact your Workday administrator.

To check your existing API clients, navigate to the View API Clients tab in your Workday dashboard. This is where you can retrieve the required credentials: the REST API Endpoint, Authorization URL, and Token URL.

To create a new API client, follow the steps described below:

1. Sign in to the Workday portal.
2. Using the search bar, find the Register API Client task.
   
   

   

   
   
3. Configure the new API client details. First, set a Client Name. Choose one that is easily distinguishable from others you may already have.
4. Set Client Grant type to Authorization Code Grant.
5. Set Access Token to Bearer.
6. Set the Redirection URI to https://cloud.uipath.com/provisioning_/callback.
7. Enable the Non-Expiring Refresh Tokens option.
8. In the Scopes (Functional Areas) field, add the permissions required for the processes you want to create.
   • For WQL operations, you must select the System - Workday Query Language scope.
   • The HTTP Request activity allows you to call any Workday REST API as long as you set the necessary permissions using the Scope field.
9. The Include Workday Owned Scope field is optional. It grants access to API scopes that are owned and managed by Workday itself. When you enable this option, the API client can interact with more proprietary or system-level functionalities.
10. Once you create the new client, copy and save the client ID and client Secret. You will use them when you create a connection to the UiPath Workday REST connector.

Add the Workday REST connection

1. 从 Automation Cloud ^TM中选择“Integration Service”。

2. From the Connectors list, select Workday REST. You can also use the search bar to narrow down the connector.
3. Select the Connect to Workday REST button.
4. Enter your required credentials and select Connect.
5. You are then prompted to sign in to Workday. Use your ISU credentials or an active user’s username and password.

6. 已添加您的连接。