Introduction
Docebo Connect is a Docebo module acting as a connector between your platform and third-party SaaS systems, helping you to integrate your platform with more than 400 third-party external systems, reducing the integration effort.
Docebo Connect offers a large catalog of connectors for the most popular SaaS systems, to manage automated workflows (called recipes) shared among systems in order to exchange and share data on the basis of triggers.
Please note that Docebo Connect takes advantage of the APIs and business logic already existing in the integrating systems and does not create new ones. In addition, Docebo Connect does not manage SSO flows with Identity Providers (such as SAML, OpenID Connect, etc), JavaScript integrations (such as Google Analytics or Google Tag Manager) or iframe integrations (such as Docebo OEM or Salesforce Canvas).
This article describes the process of using a Docebo Connect recipe to facilitate the batch import of employees from a Workday report (RaaS).
For more information on the definition of terms and concepts used throughout this article, please read Docebo Connect Glossary of Terms.
Activating Docebo Connect
To activate Docebo Connect on your platform or sandbox, please reach out to your Docebo account manager. Please note that depending on the integration requirements, there may be associated costs.
Before you start
All the recipes for this integration can be found in the project's folder. This folder should be considered a “special folder” as all the recipes contained within are subject to automatic updates. As such, any customizations you make to recipes located within the folder can be overwritten by Docebo. In order to prevent such an occurrence, it is strongly advised to create a new project folder for any recipes you wish to use in production and copy or clone the recipes from the project's folder inside.
Connectors
You will need two Connectors for these recipes, Workday and your default Docebo Connect connector.
The default Docebo connector will already be located inside your Project folder, described here are the steps necessary to add the Workday connector to Docebo Connect.
The Workday connector can be found by first pressing the down arrow next to the Create recipe button in the Workday folder, then pressing Create connection.
In the following Create Connection screen, type Workday into the search box and hit enter. Then, click on the Workday connector in the search results.
You will then need to configure the connector by filling in the relevant fields with your Workday information:
Recipe
Please note: If you wish for this integration to pull the Workday information into Docebo on a regularly scheduled basis, you will need to configure the schedule in the first element and start the Batch Employees Import from Workday Report (RaaS) recipe. Otherwise, if you wish to use this integration only as needed, run the recipe using the Test Recipe button inside the recipe editor when appropriate.
For more information about starting recipes, please see Docebo Connect usage: common recipe actions.
Batch Employees Import from Workday Report (RaaS)
This recipe allows you to batch import employees from a Workday report (RaaS).
Time triggers
The first element of the recipe implements a time trigger, this can easily be edited by clicking on the trigger and editing the time units, currently set to every 1 hour. To do so, click on the first element in the recipe and then press the Edit button in the top right corner of the window. You will then be in edit mode.
Select the time you wish to apply and then press the Save button in the top right corner of the window to apply your changes to the recipe. Next, press the Exit button to leave edit mode.
Email delivery
You can specify an administrator email address in the second element of the recipe. This email address will be used in case of errors which are accumulated in step 8 and sent in step 10.
To add an email address, click on the second element in the recipe and then press the Edit button in the top right corner of the window. You will then be in edit mode.
Select the time you wish to apply and then press the Save button in the top right corner of the window to apply your changes to the recipe. Next, press the Exit button to leave edit mode.
- Trigger
- Triggered automatically every hour
- Calls to other recipes
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- None