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Adaptive Planning
Steps: Configure Workday to Import Data to Adaptive Planning

Steps: Configure Workday to Import Data to Adaptive Planning

Create your Workday credential in Adaptive Planning.
Once you configure an integration system user (ISU) and API client for data import, eligible Workday reports display as options in the
Manage Reports
 page of
Design Integration
.
We strongly recommend creating separate ISUs for each import use-case to increase the security of your data. The ISU for importing data requires access to more security domains than the ISU that enables user sync.
  1. Access the
    Create Integration System User
     task.
    Security:
    Integration Security
     in the Integration functional area.
  2. As you complete the task, consider:
    Opção Descrição
    User Name
    Workday recommends that you use this name: ISU_Adaptive_Integration_Implementer
    Require New Password at Next Sign In
    Select this check box.
  3. Access the
    Create Security Group
     task.
    Security:
    Integration Security
     in the Integration functional area.
  4. As you complete the task, consider:
    Opção Descrição
    Type of Tenanted Security Group
    Select
    Integration Security Group (Unconstrained)
    .
    Name
    Workday recommends that you use this name: Adaptive Integration System Security Group
    Integration System Users
    Add the ISU that you just created.
  5. From the related actions menu of the
    Set Up: Adaptive Planning
     domain in the Adaptive Planning functional area, select
    Domain
    Edit Security Policy Permissions
    .
  6. Add the security group that you just created to:
    • The
      Report/Task Permissions
       grid with View and Modify access.
    • The
      Integration Permissions
       grid with Get and Put access.
  7. Activate Pending Security Policy Changes.
  8. As you create your API client, consider:
    Opção Descrição
    Client Name
    Workday recommends that you use this name: Integration API Client
    Client Grant Type
    Select
    Jwt Bearer Grant
    .
    x509 Certificate
    Select
    Adaptive Planning
    .
    Access Token Type
    Select
    Bearer
    .
    Redirection URI
    Enter the Redirection URI from your Workday credential in Adaptive Planning.
    Scope (Functional Areas)
    Select the functional areas that encompass the reports you use to import. The functional areas should cover your:
    • Report data sources.
    • Report data source filters.
    • Report fields.
    Example: If the reports you use to import data use the
    Plan Dimensions
     report data source, select
    System
    .
Create a Workday Data Source in Adaptive Planning so that you can import your Workday data using eligible reports.