Configuring Workday Financials

Retrieving your Workday Financials credentials

Complete the following steps to retrieve your host and tenant name:

1. Login and access your Workday console.
2. Type “Public Web Services” in the search bar and press Enter.
3. Click on the applicable filters in the Web Service column to access Financial Management.
4. Click the icon next to the Financial Management.
5. Navigate to Web Service > View WSDL.
6. Search for the URL with the host and tenant names in the WSDL file.
   You will need the host and tenant names to configure the Zuora Connector for Workday Financials.

Creating the Workday ISU for the Zuora Connector

An Integration System User (ISU) must be created and maintained in the Workday environment. This action allows the connector to work and authenticate.

Complete the following steps to create an ISU for Zuora:

1. Login and access the Workday console using your administrator credentials.
2. Type "Create Integration System User" in the search bar and press Enter.
3. Enter appropriate values for the following fields:
   • User Name
   • New Password
   • Password Rules
   • Select the Do Not Allow UI Sessions option.
4. Click OK.

Creating a Workday Security Group and assigning your ISU

After creating an ISU, you should assign the user to a Workday Security Group.

Complete the following steps to create a Workday Security Group and assign your ISU:

1. Login and access the Workday console using your administrator credentials.
2. Type "Create Security Group" in the search bar and press Enter.
3. Select Integration System Security Group (Unconstrained) from the Type of Tenanted Security Group drop-down field.
4. Type "ISSG_Zuora" in the Name field.
5. Click OK to access the Edit Integration System Security Group (Unconstrained) section.
6. Type "ISU_Zuora" in the Integration System Users field.
7. Click OK.

Assigning domain security policy permissions

You must assign domain security policies after creating a Workday Security Group.

Complete the following steps to assign domain security permissions:

1. Login and access the Workday console using your administrator credentials.
2. Type "Integration System Security Group" in the search bar and press Enter, and the ISSG window will appear.
3. Navigate to ISSG > Security Group > Maintain Domain Permissions for Security Group.
4. Click on the Related Actions button.
5. Determine and assign the permissions required for your Workday setup. 

The permissions listed in Security Permissions for Accounting Journal features cover all of the standard Zuora fields.

If a customer requests an extended field from a Zuora-supported Workday data object through data mapping, appropriate permissions must be updated to enable Zuora to access the field.