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Connect to Workday Data from Filemaker Pro (Mac)
Use CData Connect Cloud to connect to and query live Workday data from Filemaker Pro on Mac.
FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect Cloud, FileMaker Pro gets access to live Workday data. This article demonstrates how to connect to Workday using Connect Cloud and query Workday data in FileMaker Pro.
CData Connect Cloud provides a pure SQL Server interface for Workday, allowing you to query data from Workday without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to Workday, leveraging server-side processing to return the requested Workday data quickly.
About Workday Data Integration
CData provides the easiest way to access and integrate live data from Workday. Customers use CData connectivity to:
- Access the tables and datasets you create in Prism Analytics Data Catalog, working with the native Workday data hub without compromising the fidelity of your Workday system.
- Access Workday Reports-as-a-Service to surface data from departmental datasets not available from Prism and datasets larger than Prism allows.
- Access base data objects with WQL, REST, or SOAP, getting more granular, detailed access but with the potential need for Workday admins or IT to help craft queries.
Users frequently integrate Workday with analytics tools such as Tableau, Power BI, and Excel, and leverage our tools to replicate Workday data to databases or data warehouses. Access is secured at the user level, based on the authenticated user's identity and role.
For more information on configuring Workday to work with CData, refer to our Knowledge Base articles: Comprehensive Workday Connectivity through Workday WQL and Reports-as-a-Service & Workday + CData: Connection & Integration Best Practices.
Getting Started
Configure Workday Connectivity for FileMaker Pro
Connectivity to Workday from FileMaker Pro is made possible through CData Connect Cloud. To work with Workday data from FileMaker Pro, we start by creating and configuring a Workday connection.
- Log into Connect Cloud, click Connections and click Add Connection
- Select "Workday" from the Add Connection panel
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Enter the necessary authentication properties to connect to Workday.
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.
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.
- Click Create & Test
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Navigate to the Permissions tab in the Add Workday Connection page and update the User-based permissions.
Add a Personal Access Token
If you are connecting from a service, application, platform, or framework that does not support OAuth authentication, you can create a Personal Access Token (PAT) to use for authentication. Best practices would dictate that you create a separate PAT for each service, to maintain granularity of access.
- Click on your username at the top right of the Connect Cloud app and click User Profile.
- On the User Profile page, scroll down to the Personal Access Tokens section and click Create PAT.
- Give your PAT a name and click Create.
- The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.
Connect to Workday from FileMaker Pro using Connect Cloud
To establish a connection from FileMaker Pro to the CData Connect Cloud Virtual SQL Server API, follow these steps.
Configure the ODBC Connection to CData Connect Cloud
- Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
- Configure a DSN for the Actual ODBC driver by setting the following properties:
- URL: tds.cdata.com
- Port: Change the port from 1433 to 14333
- Username: Your Connect Cloud email address
- Password: the PAT you created earlier
Query Workday from FileMaker Pro
- In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query.
- Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
- In "Table.Column,"" select a table and a column name.
- Set the "Operator" to =.
- Select "Column," and then select the same table and column name as "Table.Column."
- Click "Insert into SQL Query."
- If no other modifications to the SQL query are required, click "Execute."
Get CData Connect Cloud
To get live data access to 100+ SaaS, Big Data, and NoSQL sources directly from your SQL Server database, try CData Connect Cloud today!
