Extend Google Sheets with Workday Data

Interact with Workday data from Google Sheets through macros, custom functions, and add-ons. The CData API Server enables connectivity to Workday data from cloud-based and mobile applications like Google Sheets. The API Server is a lightweight Web application that produces OData services for Workday.

Google Apps Script can consume these OData services in the JSON format. This article shows how to create a simple add-on that populates a Google Spreadsheet with Workers data and, as you make changes, executes updates to Workday data.

Getting Started

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Set Up the API Server

If you have not already done so, download the CData API Server. Once you have installed the API Server, follow the steps below to begin producing secure Workday OData services:

Connect to Workday

To work with Workday data from Google Sheets, we start by creating and configuring a Workday connection. Follow the steps below to configure the API Server to connect to Workday data:

1. First, navigate to the Connections page.
2. Click Add Connection and then search for and select the Workday connection.
3. 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.
   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. After configuring the connection, click Save & Test to confirm a successful connection.

Configure API Server Users

Next, create a user to access your Workday data through the API Server. You can add and configure users on the Users page. Follow the steps below to configure and create a user:

1. On the Users page, click Add User to open the Add User dialog.
2. Next, set the Role, Username, and Privileges properties and then click Add User.
3. An Authtoken is then generated for the user. You can find the Authtoken and other information for each user on the Users page:

Creating API Endpoints for Workday

Having created a user, you are ready to create API endpoints for the Workday tables:

1. First, navigate to the API page and then click Add Table .
2. Select the connection you wish to access and click Next.
3. With the connection selected, create endpoints by selecting each table and then clicking Confirm.

Gather the OData Url

Having configured a connection to Workday data, created a user, and added resources to the API Server, you now have an easily accessible REST API based on the OData protocol for those resources. From the API page in API Server, you can view and copy the API Endpoints for the API:

Retrieve Workday Data

Open the Script Editor from your spreadsheet by clicking Tools -> Script Editor. In the Script Editor, add the following function to populate a spreadsheet with the results of an OData query:

function retrieve(){
  var url = "https://MyUrl/api.rsc/Workers?select=Id,Worker_Reference_WID,Legal_Name_Last_Name,Legal_Name_Last_Name";
  var response = UrlFetchApp.fetch(url,{
    headers: {"Authorization": "Basic " + Utilities.base64Encode("MyUser:MyAuthtoken")}
  }); 
  var json = response.getContentText();
  var sheet = SpreadsheetApp.getActiveSheet();
  var a1 = sheet.getRange('a1');
  var index=1;
  var workers = JSON.parse(json).value;

  var cols = [["Id","Worker_Reference_WID","Legal_Name_Last_Name","Legal_Name_Last_Name"]]; 
  sheet.getRange(1,1,1,4).setValues(cols);

  row=2;
  for(var i in workers){
    for (var j in workers[i]) {
      switch (j) {
        case "Id":
          a1.offset(row,0).setValue(account[i][j]);
          break;
        case "Worker_Reference_WID":
          a1.offset(row,1).setValue(account[i][j]);
          break;
        case "Legal_Name_Last_Name":
          a1.offset(row,2).setValue(account[i][j]);
          break;
        case "Legal_Name_Last_Name":
          a1.offset(row,3).setValue(account[i][j]);
          break;
      }      
    }
    row++;
  }
}

Follow the steps below to add an installable trigger to populate the spreadsheet when opened:

1. Click Resources -> Current Project's Triggers -> Add a New Trigger.
2. Select retrieve in the Run menu.
3. Select From Spreadsheet.
4. Select On open.

After closing the dialog, you are prompted to allow access to the application.

Post Changes to Workday Data

Add the following function to post changes to cells back to the API Server:

function buildReq(e){
  var sheet = SpreadsheetApp.getActiveSheet();
  var changes = e.range;
  var id = sheet.getRange(changes.getRow(),1).getValue();
  var col = sheet.getRange(1,changes.getColumn()).getValue();
  
  var url = "http://MyServer/api.rsc/Workers("+id+")";
  var putdata = "{\"@odata.type\" : \"CDataAPI.Workers\",  \""+col+"\": \""+changes.getValue()+"\"}";;
  UrlFetchApp.fetch(url,{
    method: "put",
    contentType: "application/json",
    payload: putdata,
    headers: {"Authorization": "Basic " + Utilities.base64Encode("MyUser:MyAuthtoken")}
  });

}

Follow the steps below to add the update trigger:

1. Click Resources -> Current Project's Triggers.
2. Select buildReq in the Run menu.
3. Select From Spreadsheet.
4. Select On edit.

You can test the script by clicking Publish -> Test as Add-On. Select the version, installation type, and spreadsheet to create a test configuration. You can then select and run the test configuration.

As you make changes to cells, the API Server executes updates to Workday data.