Business Operations and ERPs

Workday Financial Management Make

12min

With Workday Financial Management modules in Make, you can monitor, create, update, list, retrieve, and delete the invoices in your Workday account.

To use Workday in Make, you must have the Enterprise plan.

All Enterprise apps are currently labeled as premium tier 3 in Make.

Connect Workday Financial Management to Make

You can establish two types of connection between Workday Financial Management and Make: with user credentials or OAuth2.

Establish the connection with Workday Financial Management in Make via User Credentials

To establish a connection with user credentials:

  1. Log in to your Make account, add a Workday Financial Management module to your , and click Create a connection.
  2. In the Connection type dropdown, select Workday Financial Management.
  3. Enter your Host URL Address that you copied above without a trailing slash. For example, https://wd3-services1.myworkday.com for your production instance and https://wd3-impl-services1.workday.com for your sandbox instance.
  4. Enter your Tenant ID. This can be located in your account URL address as follows: https://HostName.workday.com/TenantID/d/home/html.
  5. In the Username and Password fields, enter the Workday Financial Management login credentials with API access. For more information, see the Getting Started section.
  6. Click Save.

You have successfully established the connection. You can now edit and add more Workday Financial Management modules. If your connection requires reauthorization, follow the connection renewal steps here.

Establish the connection with Workday Financial Management in Make via OAuth2

Before establishing an OAuth2 connection, your Workday system administrator must complete the steps in the Set Up Workday Financial Management for OAuth2 Connections section to generate client credentials and refresh tokens.

  1. Log in to your Make account, add a Workday Financial Management module to your , and click Create a connection.
  2. In the Connection type dropdown, select Workday Financial Management OAuth2.
  3. Enter your Host URL Address. For example, https://HostName.workday.com. Do not include a trailing slash.
  4. Enter your Tenant ID. This can be located in your account URL address as follows: https://HostName.workday.com/TenantID/d/home/html.
  5. In the Client ID and Client Secret fields, enter your client credentials.
  6. Enter the Refresh Token for the connection, provided by your Workday system administrator. Each connection should have its own refresh token as sharing tokens may result in connections being broken.
    Workday system administrators can generate tokens in Workday > View API Clients > Manage Refresh Tokens for integrations.
  7. Set the Access Token Expiry in Seconds, provided by your Workday system administrator. This value must be the same as the token expiry settings in Workday.
  8. Click Save.

You have successfully established the connection. You can now edit and add more Workday Financial Management modules. If your connection requires reauthorization, follow the connection renewal steps here.

Set Up Workday Financial Management for OAuth2 Connections

Follow these steps in Workday to retrieve the client credentials and refresh tokens necessary to establish an OAuth2 connection:

Generate Client Credentials

  1. In your Workday account search bar, search for and select the Register API Client for Integrations task.
  2. Fill in the Client Name field.
  3. Check the Non-Expiring Refresh Tokens box. This is important to minimize risk of integration down-time. If it is not selected, a new refresh token must be manually created and entered into Make after each expiration.
  4. Add the following Scopes (Functional Areas): System for WQL functionality and Tenant Non-Configurable for RAAS functionality.
  5. Click OK.
  6. Copy the Client ID and Client Secret values and store them in a safe place. This is important as you will not be able to view the Client Secret again after leaving this page. If you lose the Client Secret, you will be required to generate new credentials.

You have successfully created the Client ID and Client Secret to be used when creating the OAuth2 connection in Make.

Configure Refresh Tokens

  1. In your Workday account, go to View API Clients.
  2. Find the relevant API Client and click on ... > API Client > Manage Refresh Tokens for Integrations.

    Note: This is also where you can edit API Client scopes, generate new client secrets, and find new refresh tokens if an expiration date was set.

  3. In the Manage Refresh Tokens for Integrations window, enter the Workday Account to be assigned to the API Client. This account must have access to the reports you would like to work with. WQL, RAAS, and SOAP API security is tied to the Workday account.
  4. Click OK.
  5. In the Delete or Regenerate Refresh Token task, click the Generate New Refresh Token box.
  6. Copy the Refresh Token and store it in a safe place.
    Note: Each Workday account will have its own refresh token, but can have the same Client ID and Client Secret as other accounts linked to the same API Client.

You have successfully created the Refresh Token to be used when creating the OAuth2 connection in Make.

Supplier Invoices

You can create, update, search, retrieve, and cancel invoices with the following modules.

Other