Integrate Workday with Oomnitza to gain visibility of Workday business assets. Information about devices, including quantity, manufacturer, and cost is synced with Oomnitza.
Before you start
This integration leverages the Resource Management Get Assets API. See Workday API Documentation: Get Assets.
Before you create the integration with Oomnitza, add your Workday credentials to Oomnitza. See Adding Workday credentials. To do this, you require your Workday username and password.
To sync Oomnitza with Workday, you require the following information:
- Workday URL. Example:
https://<subdomain>.workday.com
. - Acquired from date. Track the assets that were acquired from the date specified.
- Workday Web service version. The Web Service Description Language (WSDL) version for a service that you want to get from Workday. Enter the version using this format
vN.N.N
. -
Workday tenant name. If the format of the WSDL URL is
href="https://<domain_name>/ccx/service/<tenant_name>/<service_name>/<version>
and the actual URL ishttps://wd2-impl-services1.workday.com/ccx/service/my_company/Absence_Management/v37.0
, then the tenant name ismy_company
. See SOAP API Reference documentation. - Username. The username for the Workday tenant for logging into the Workday service. You enter only the username. The tenant name is automatically appended to the username.
- Password.
To easily find the records that are uploaded to Oomnitza, it's best practice to create a dedicated user account for each integration. This will make it easier for you to retrieve the records that are uploaded to Oomnitza from the vendor application.
Add the global variable or variables so that when you create workflows that use presets the variable is automatically added. See Adding global settings.
Table: Global variables for Workday
Name | Global Variable (Key) |
Workday URL | Workday.URL |
Workday Tenant Name | Workday.Tenant Name |
Workday Web Service Version | Workday.Version |
Creating an asset integration
- In Oomnitza, click Configuration> Integrations> Overview.
- Click Block view
- Scroll down to the Extended section for asset integrations.
- Click NEW INTEGRATION.
- Select the integration in the sidebar.
- Click ADD.
Integration details overview
More information is provided about the following fields to help you complete the integration:
Software data
Depending on the asset integration, an option might be available to ingest desktop software information such as the name and version of the software installed on an asset. To view the software information in Oomnitza, you have the software module.
Installation types
- Cloud. Store credentials in the Oomnitza cloud.
- Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication.
Integration preferences
- Create & Update. Add and update records.
- Create only. Add records.
- Update only. Update records.
Integration details
To review or update the integrations details, click Edit .
- Update the integration name if necessary.
- Select an installation type.
- For integration preferences, select an option.
- Enter the name of the integration user.
Credential details
If you selected Cloud as the installation type, choose one of the following options:
- Select the credentials that were created for the integration.
- Edit the credentials that were created for the integration.
- Create new credentials
Scheduling the integration
By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.
- Click Edit
.
- Make and save your changes.
Mapping fields to Oomnitza
To map the fields to Oomnitza, click Edit .
Select Edit integration to add rules for syncing data.
Filtering integration results.
You can add new fields to your integration by selecting Add new field on the mapping page.
Creating custom API fields.
Creating custom mappings
Map the Workday fields to Oomnitza fields and create custom mappings to get the information that you need.
- Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
- You have the option to create custom mappings. To do this, complete these steps:
- Click the down arrow on the field you want to map to Oomnitza.
- Select Add new Oomnitza field.
- Change the name of the new field.
- Select the Unique checkbox, if the field is a unique value, such as an ID.
- Click CREATE.
- Assign a sync key to a unique field, such as the Serial Number.
- Click UPDATE.
Standard Workday to Oomnitza mappings
The following Workday fields can be mapped to Oomnitza:
Asset Description
Asset ID
Asset Identifier
Asset Name
Asset Reference ID
Business Use Percentage
Date Placed In Service
Event In Progress
Manufacturer
Quantity
Quantity Available
Residual Value
Serial Number
Total Asset Cost
Ensure that you select one of the fields as the Sync Key such as the Serial Number or Asset ID.
Tracking information
When the integration is run, you can track, for example, the name of the credentials that were used, the username, and password, and so on. To do this, you can map the following fields to Oomnitza:
- Connect: Credentials
- Connect: Username
- Connect: Workday Password
- Connect: Workday Tenant Name
- Connect: Workday URL
- Connect: Workday Web Service Version
- Connector Sync Time
Launching the integration
Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration.
If you selected Cloud as the installation type when creating the integration, see Running an extended integration
If you selected Local as the installation type when creating the integration, see Running an extended integration locally.
Viewing data ingested by Oomnitza
Viewing ingested asset data
For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.
Viewing ingested user data
For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab.
Related Links
Creating a workflow using the impair asset preset
Set the market value of an asset.
- Click Configuration > Workflows
- Click Add (+) and select Assets from the list.
- Drag and drop the API block onto the canvas.
- Edit the API block.
- Enter Workday as ther search criteria and Workday Impair Asset.
- Select the Workday credentials.
- Enter the Transaction Effective Date, New Market Value, Impairment Reason Reference ,and Impairment Comment. See Workday API Documentation: Impair Asset.
- Click Advanced Mode
- Select the Response tab. You can map the response by adding
{{response}}
in the Response field. When you get the response, you can then parse the JSON response values to custom Oomnitza fields. See Mapping positive and negative responses. - Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Edit and add a rule to trigger when the Status field equals Impaired, the workflow will only run when this criteria is met.
- Connect the Blocks.
- Save, validate, and activate your workflow.
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