Ready to get started?

Learn more about the CData Excel Add-In for Workday or download a free trial:

Download Now

Transfer Data from Excel to Workday

This article explains how to transfer data from Excel to Workday using the Excel Add-In for Workday.

The CData Excel Add-In for Workday enables you to edit and save Workday data directly from Excel. This article explains how to transfer data from Excel to Workday. This technique is useful if you want to work on Workday data in Excel and update changes, or if you have a whole spreadsheet you want to import into Workday. In this example, you will use the Workers table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Establish a Connection

If you have not already done so, create a new Workday connection by clicking From Workday on the ribbon.

To connect, there are three pieces of information required: Authentication, API URL, and WSDL URL.

Authentication

To authenticate, specify your User and Password. Note that you must append your Tenant to your User separated by an '@' character. For instance, if you normally log in with 'geraldg' and your Tenant is 'mycompany_mc1', then your User should be specified as 'geraldg@mycompany_mc1'.

API URL

The API URL may be specified either directly via APIURL, or it may be constructed from the Tenant, Service, and Host. The APIURL is constructed in the following format: <Host>/ccx/service/<Tenant>/<Service>.

WSDL URL

The WSDLURL may be specified in its entirety, or may be constructed from the Service and WSDLVersion connection properties. The WSDLURL is constructed in the following format: https://community.workday.com/sites/default/files/file-hosting/productionapi/<Service>/<WSDLVersion>/<Service>.wsdl

Retrieve Data from Workday

To insert data into Workday, you will first need to retrieve data from the Workday table you want to add to. This links the Excel spreadsheet to the Workday table selected: After you retrieve data, any changes you make to the data are highlighted in red.

  1. Click the From Workday button on the CData ribbon. The Data Selection wizard is displayed.
  2. In the Table or View menu, select the Workers table.
  3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
  4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to Workday

After retrieving data, you can add data from an existing spreadsheet in Excel.

  1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyWorkersSheetInExcel!A1.
  2. After using a formula to reference the cells you want to add to Workday, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Workers sheet.
  3. Highlight the rows you want to insert and click the Insert Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.