Automated Continuous Workday Replication to Snowflake

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Workday data into your Snowflake instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure Snowflake as a Replication Destination

Using CData Sync, you can replicate Workday data to Snowflake. To add a replication destination, navigate to the Connections tab.

1. Click Add Connection.
2. Select Snowflake as a destination.
3. Enter the necessary connection properties. To connect to Snowflake, set the following:
   • User: The username provided for authentication with the Snowflake database
   • Password: The Snowflake user's password
   • AuthScheme: The authentication scheme used. Accepted entries are PASSWORD, OKTA
   • Account: The Account provided for authentication with Snowflake
   • URL: the URL of the Snowflake database instance, for example: https://myaccount.snowflakecomputing.com
   • Warehouse: The name of the Snowflake warehouse
   • Database: The name of the Snowflake database
   • Schema: The schema of the Snowflake database
4. Click Test Connection to ensure that the connection is configured properly.
5. Click Save Changes.

Configure the Workday Connection

You can configure a connection to Workday from the Connections tab. To add a connection to your Workday account, navigate to the Connections tab.

1. Click Add Connection.
2. Select a source (Workday).
3. Configure the connection properties.
   
   

   To connect to Workday, users need to find the Tenant and BaseURL and then select their API type.

   Obtaining the BaseURL and Tenant

   To obtain the BaseURL and Tenant properties, log into Workday and search for "View API Clients." On this screen, you'll find the Workday REST API Endpoint, a URL that includes both the BaseURL and Tenant.

   The format of the REST API Endpoint is: https://domain.com/subdirectories/mycompany, where:

   • https://domain.com/subdirectories/ is the BaseURL.
   • mycompany (the portion of the url after the very last slash) is the Tenant.
   For example, in the REST API endpoint https://wd3-impl-services1.workday.com/ccx/api/v1/mycompany, the BaseURL is https://wd3-impl-services1.workday.com and the Tenant is mycompany.

   Using ConnectionType to Select the API

   The value you use for the ConnectionType property determines which Workday API you use. See our Community Article for more information on Workday connectivity options and best practices.

   API	ConnectionType Value
   WQL	WQL
   Reports as a Service	Reports
   REST	REST
   SOAP	SOAP

   
   

   Authentication

   Your method of authentication depends on which API you are using.

   • WQL, Reports as a Service, REST: Use OAuth authentication.
   • SOAP: Use Basic or OAuth authentication.

   See the Help documentation for more information on configuring OAuth with Workday.

4. Click Connect to ensure that the connection is configured properly.
5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Workday data to Snowflake.