Workday Enterprise Interface Builder (EIB) Inbound Integration is a tool within Workday that allows you to bulk import data into Workday. This can be incredibly useful for tasks such as updating employee information, importing pre-hire into Workday Recruiting, or importing cost center data.
Steps to Create an EIB Inbound Integration:
Workday Provides a guided interface to create Integration. The main key steps in Creating an EIB integration are Get Data , Transform, and Deliver.
Get Data: Select from which data source you want to get data for inbound integration to be loaded into the workday. Workday supports the retrieval method as AWS, Attach File at Launch, FTP/SFTP, REST URL ..etc. Most of the time we use Attach File at Launch. If you are selecting retrieval method as Attach File at Launch then select file type as Web Service Spreadsheet template and then select Workday web service operation name.
Transform: This step helps to select the transformation type that will help to convert data into a workday web service loadable format. For inbound EIB it will be defaulted as a Template model with web service operation name selected at the get step.
Delivery: This step helps to provide where data will be delivered. since we are loading data into the workday we have to select the delivery method as Workday web service operation and select the operation name.
Steps with Example:
User Case: The client wants to have an EIB inbound integration to load referral one-time payment payout amount into Workday. The company have a process to identify employees who are eligible for payout every month and they would like to load it into Workday.
For the above requirement, we will do the following to meet the requirement.
- Access task Create EIB
- Write the Name of EIB. Example: INT001 – Request One Time Payment – EIB – Inbound
- Populate Get Data Section as Below
- Retrieval Method: Attach File At Launch
- Retrieval Details: Request One-Time Payment
- File Type: Web Service Spreadsheet Template
- Web Service Operation: Request One Time Payment (Web Service)
- Select the Right value in the Transformation section:
- Transformation Type: Template Model
- Template Model from Web Service Operation: Request One-Time Payment
- Select Delivery:
- Delivery Method: Workday Web Service Operation
- Workday Web Service Operation: Request One Time payment
- Click Ok
- Generate a Template Model to know the field that needs to be populated to load one-time payment data into Workday.
- Open the Generated template in Excel and fill out all required data in the excel file.
- Launch Integration (Integration related Action –> Integration –> Launch/Schedule)
- Populate all launch Parameters and run first in validate mode to ensure that all records process as expected.
- If any error then open an error report to identify the error and update the Excel file to fix the error.
- Rerun integration with the updated file.
References:
- Demo On how to create EIB Integration. https://www.youtube.com/watch?v=-LHFBYua85U