This Onecloud Workiva BizApp allows the functionality to interact with both Workiva Wdesk and Wdata prep, including managing sheet content, create objects such as views, queries, and sheets, upload and download data, and manage metadata, etc. The bi-directional Workiva capabilities enable OneCloud to facilitate an exchange of data from a variety of source and target systems, including performance management systems including Anaplan, Oracle EPM, IBM Planning Analytics, and Planful.
OneCloud connects to Workday via the REST API. To automate Workday functionality with OneCloud, you’ll need to navigate to the connection manager to create a connection.
From here, choose Workiva from the service drop-down, select the appropriate Runner, and use the Workiva BizApp Connection Parameters to complete the setup.
You will need to create a Wdesk user or users that will be used for the integration. You do this by creating an OAuth2 grant associated with the Wdesk integration user. Any calls using the API will be done on behalf of that user, and any historical edits to a Wdesk document will show as being made by the user associated with the OAuth2 grant. APIs will respect user permissions, so you will need to ensure that the provided user has appropriate access to the data you’d like to integrate with.
Workiva has stipulated a best practice to create a unique user for each integration. This will help clarify which changes were made by each integration and allow you to limit the scope of access for each integration to only the documents appropriate for that integration. For details on creating an integration user, please follow Workiva’s setup guide: https://success.workiva.com/developers/guides/setup
To test the connection, create a new OneCloud Chain with a simple command such as List Views.
The following is an example of a working connection. Please substitute your own values.