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Docebo Connect for Workday

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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).

Activating Docebo Connect

To activate Docebo Connect on your platform, please reach out to your Docebo Account Manager.

Glossary

  • Recipe: Recipes are automated workflows built by users that can span multiple apps.
  • Connection: Docebo Connect needs to be authorized to communicate with other 3rd party solutions, using the app's API, and it may require OAuth-based authorization, API keys, etc; this authorization is referred to as a connection.
  • Connector: Allows Docebo Connect to interact with other 3rd party applications through a series of triggers and actions. Connector types:
    • Global-Scope / Prebuilt: Off-the-shelf Connectors ready to use, developed and maintained by either Docebo or Workato.
    • Community Connector: If a Global-Scope / Prebuilt connector is not available for your integration project, with Docebo Connect you can access the Community Library where you can choose from hundreds of connectors developed and maintained by the Workato network partner.
    • SDK Connector: If the connector you need is not available in Docebo Connect as not as Global-Scope / Prebuilt or from the Community Library, you can create your own custom connector. Please note: to do so requires some knowledge of Ruby.
  • Triggers: monitor events that occur in the application you hope to connect to and kickstart a workflow of actions that we call recipes (e.g. Webhooks).
  • Actions: carry out specific predefined operations in the target application (e.g. API).
  • Lookup Table: Lookup tables (similar to cross-reference tables) let you lookup frequently used data easily in a recipe.
    Data in lookup tables is typically organized like in a database table, with columns and rows of data. You can find an entry within the specified lookup table by matching against data in one or more columns.
  • Properties: Account properties allow you to store account-wide recipe configuration parameters. They show up in all recipes as usable values under the Properties data-tree.

Before You Start

All the recipes for this integration can be found in the Projects 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 on 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 projects 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.

1 - Create Connector.png

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:

2- locate connector.png

You will then need to configure the connector by filling in the relevant fields with your Workday information:

3 - workday connector config.png

Recipe

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.

4 - recipe time trigger.png

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.

5 - admin email.png