Troubleshooting and issue resolution

Get help if you experience errors or issues when connecting to Workday

Verify your Workday REST API endpoint

If you encountered a validation error when sharing your Workday REST API endpoint URL with us, follow these steps to resolve:

To locate and share the REST API endpoint URL with us, complete the following steps:

1. In Workday, search for and select the View API Clients report.

2. Copy the Workday REST API endpoint address and paste it in the Workday REST API endpoint field of our connection flow.

   Extra text in the copied URL

   When copying the endpoint URL, check that the selection doesn't include the Workday REST API Endpoint label. Remove any extra text after pasting the URL in the connection flow, if needed.

Find your credentials

If you need to locate the Client Secret for an existing API client, follow the steps below. You also need to share the Refresh Token with us during this process.

1. In Workday, search for and select the View API Clients report.

2. In the View API Clients dialog, navigate to the API Clients for Integrations tab.

3. Find and select the API Client you previously created.

4. In the View API Client dialog for your APAI Client, go to Related Actions > API Client > Generate New Client Secret.

   

5. Check the Confirm checkbox, then click OK.

   

6. In the Generate New API Client Secret dialog, copy the Client ID and Client Secret from Workday and paste them into the Client ID and Client Secret fields of the connection flow.

   

7. Click Next in the connection flow.

8. Click on the number displayed on the Refresh Tokens line. This will display the Refresh Tokens dialog for your API Client.

   Copy the Refresh Token value for the existing API Client and paste it into the Refresh Token field in the connection flow.

   

9. Click Next in the connection flow.

Check Domain Security Policies

If you encounter an error when connecting to Workday, check that the Security Group you created for the Integration System User has the correct policies. To do so, review our Configure and activate Security Group Policies guide.

If the Security Group is configured correctly, the error likely occurs because these policies are disabled in Workday. To resolve this, follow steps:

1. In Workday, search for and select the Domain Security Policies for Functional Area report.

2. For every combination listed below, select each required Functional Area in the navigation bar, then the Security Group Policy, and check that its status is either Active or Active - Inheriting parent permissions.

   Functional area	Security policies
   Banking and Settlement	Set Up: Settlement Process: Ad Hoc Payment (NEW)
   Common Financial Management	Set Up: Company Accounting Set Up: Company General Set Up: Accounts Set Up: Tax
   Financial Accounting	View: Organization Journals Process: Journals - View
   Organizations and Roles	Manage: Organization Integration
   Supplier Accounts	View: Supplier Invoice Request Process: Supplier Invoice Reports: Supplier Payment Process: Supplier Invoice Process: Supplier Invoice Payment/Settlement Set Up: Supplier Accounts
   Suppliers	View: Supplier Reports: Supplier

3. If a policy is disabled, use the triple-dot menu next to the policy name and navigate to Domain Security Policy > Enable to enable it.

   

4. Search for and select the Activate Pending Security Policy Changes task.

5. In the Activate Pending Security Policy Changes dialog, enter a Comment, then click OK.

   

6. Check the Confirm checkbox, then click OK to activate the policy changes.