Configure Unified Supplier Integration for Customers Migrating off the Legacy Supplier Connector
- Run the legacy supplier connector and resolve any existing errors with your tenant or supplier data. Contacts must be active on the Workday supplier contact record before you enable the new integration.
- Configure both these authentication methods
- Ensure that theDefault Payment Type,Payment Type, andSupplier Categoryfields are included on the supplier onboarding form in Workday Strategic Sourcing (WSS).
- Enable OAuth 2.0 Clients within Edit Tenant Setup - Security
- Configure theManage: Supplier Synchronizationdomain to grant access to theSupplier Synchronization Errorstask.
- Security:Set Up Supplierdomain in the supplier functional area to have access to the Configure Unified Supplier Integration task.
You can configure the Unified Supplier Integration (USI) to synchronize supplier attributes between Workday and Workday Strategic Sourcing (WSS) in real time. This integration defines how supplier data is shared and maintained across both systems.
- Access theConfigure Unified Supplier Integration task.
- On theOpt Intab, review the acknowledgement and select theConfirmcheck box.
- ClickNext.
- On theManage API Clienttab, clickRefreshto verify the synchronization with WSS.
- In theConfigure Synchronization Criteriasection, select the supplier attributes you want to synchronize with WSS.
- Set up the notification occurrence for theSupplier Synchronization Errortask.
- ClickConfirm
- ClickNext.
- Review the details in theReviewstep.
- ClickOK.
- (Optional) If you use segmented supplier security, configure security for the integration.
- Add the new ISU to theSpend API Client Configurationsecurity group.
Add the Spend API Client Configuration security group to these domains:- Integration Event
- Reports: Supplier
- Set Up: Currencies
- Set Up: Settlement
- Set Up: Supplier
- Set Up: Supplier Accounts
- Set Up: Supplier Categories
- Set Up: Supplier Contacts
- Set Up: Supplier Maintenance
- View: Supplier
- Workday Graph API Applications
If Workday fails to create the API client, access the
Configure Unified Supplier Integration
task again. In the Manage API Client
section, select the Regenerate Credentials
check box and click Next
.