Overview

This guide will walk you through the steps generate your client credentials within Workday and input them into the Merge Dashboard. Please note that generating your own client credentials is required for the Workday connector to work.

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

• You have Administrator permissions in your company's Workday instance

Instructions

Step 1: Register a new API Client

1. In the Search field, select the Task Register API Client.

   

2. On the Register API client page, in the Client Name field, enter the Client Name, select Authorization Code Grant for Client Grant Type.

3. Input https://ah.merge.dev/oauth/callback as the Redirection URI.

   

4. Add the following Scope (Functional Areas):

3. Click Ok. Save the Client Secret and Client ID. Click Done.

Step 2: Retrieve Workday tenant endpoints

1. In the Search field, select View API Client.

   

2. On the View API Clients page, save the Workday REST API Endpoint and the Authorization Endpoint. Tenant name is the Workday tenant identifier found in your Workday URL.

   1. For example, if your URL is https://impl.workday.com/acme_dpt1/d/home.htmld, the tenant is acme_dpt1. Save this as well.

Step 3: Enter credentials in Merge

1. In the Connectors page, enter your OAuth credentials for Workday, and click the "+ Add connector" button.

   

If you face any issues during this process, please don't hesitate to reach out to us!