Team Sync Connector Setup via Workday EIB (Enterprise Interface Builder)
Details for Report Creation
Before creating the EIBs, you will need to create two reports structured using the information below. The reports can be sent in any order. Once we have received a file for each report type we will begin processing the reports.
Report 1: Supervisor orgs (Teams) Report
- Format as CSV
- Fields
id
: any unique identifier for an organization.name
: the name of the organization.manager_ids
: the unique identifier, same as the id in the users report. Supports multiple manager ids, separated by commasparent_team_id
: the primary identifier of the parent organization.
We recommend filtering out any teams that are missing ids or names. These fields are required and will cause an error if they are missing
Pluralsight requires that teams have unique names. If your team names are not unique the import process will add your managers name and the teams unique id to the end of the team name. For example... Team Name (John Smith - 12345).
Example of a valid team report (CSV):
id | name | manager_ids | parent_team_id |
---|---|---|---|
SUP403303 | SUP_ORG_403303_Global Technology (Jane Smith) | X123 | |
SUP400103 | SUP_ORG_400103_GT-Global ISO (John Doe) | X234 | SUP403303 |
Report 2: Workers (Users) Report
- Format as CSV
- Fields
id
: any unique identifier for a worker (strongly prefer id used for SSO integration with Pluralsight)email
: user’s email.first_name
: user’s first name.last_name
: user’s last name.team_id
: the unique organization identifier, same as the id in the org report. Field value can be empty.
We recommend filtering out any users that are missing ids or emails. These fields are required and will cause an error if they are missing
Example of a valid user report (CSV):
id | first_name | last_name | team_id | |
---|---|---|---|---|
X234 | John-doe@company.com | John | Doe | SUP400103 |
X123 | Jane-Smith@company.com | Jane | Smith | SUP403303 |
Workday Outbound EIB Documentation
Workday has provided detailed documentation for setting up and launching an outbound EIB.
Specific Setup Details for this Connector
-
Select
Outbound
when creating the EIB -
Under the Get Data Section
- Data Source Type:
Custom Report
- Custom Report:
- Select one of the reports you created
- Alternate Output Format:
CSV
- Data Source Type:
-
Under the Deliver Section
- Delivery Method:
HTTP/SSL
- Web Service Invocation Type:
Basic Auth
- HTTP Address
- https://integrations-api.pluralsight.com/workday
- File Name:
- Either
users
orteams
depending on the report you selected for this EIB
- Either
- For other fields including
username
andpassword
please reference theAuthentication options
options below:
- Delivery Method:
Please Note: The use of special characters in files (Quotation marks, commas, symbols, etc.) can possibly cause errors while parsing. We recommend that you remove any special characters from your files to ensure your file gets processed successfully.
Authentication options
Basic Authentication
Username: pluralsight
Password: [insert-your-api-key-here]
Bearer Authentication
Set Authentication header to “Bearer [insert-your-api-key-here]”
There is also an optional PGP Encryption piece that can be enabled in the EIB Integration for extra security. If you would like to utilize this feature, let the PaaS Team know.
Use these instructions to set up launching and scheduling when this should run. We recommend weekly for now.
Viewing Results of EIB Submission
Workday does not display the results of your EIB Submission other than to display success or failure. If an error occurred during the process of validating your files, Workday will simply return that there was an error with no other information.
Please utilize our Team Sync Results Tool to view the status and/or errors that occurred during the Validation and Sync Run processes.