KamoCRM + Workday

Approved KamoCRM hours into your Workday tenant

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Maelezo ya jumla

Workday is configured per tenant, and so is this connection: you register an API client for integrations in your own tenant, and KamoCRM uses that client's credentials and refresh token rather than anything shared. Approved timecards then push with labor allocation attached, the worker directory syncs in and matches on work email, and the pay period calendar and PTO balances read back so approval cut-offs and leave figures agree with what Workday holds.

Kesi za matumizi ya kawaida

Approved hours into the tenant

Timecards that clear approval push to Workday for the open pay period without a file drop or manual load.

Costed hours for reporting

Labor allocation travels with the time so Workday reporting attributes it to the job or cost centre.

Worker directory in step

Workers sync from Workday and match on work email, so the CRM roster follows the tenant rather than drifting from it.

Periods and balances from Workday

The pay period calendar and PTO balances read from Workday, so deadlines and leave figures match the system of record.

Ufungaji

  1. 1In Workday, register an API client for integrations and note the client ID and secret
  2. 2Generate a refresh token for that client
  3. 3Open Settings → HR → Payroll Provider Setup in KamoCRM and choose Workday
  4. 4Enter your tenant hostname and tenant name
  5. 5Supply the client ID, client secret, and refresh token
  6. 6Confirm the API version and SOAP base URL for your tenant
  7. 7Match KamoCRM members to Workday workers; email matching does most of this
  8. 8Map your earning codes, then run the connection test

Nini data ya syncs

Approved time entries, pushed per pay period
Time entries pulled back from Workday for reconciliation
Worker directory with work-email matching
Pay period calendar
PTO balances
Labor allocation on pushed hours

Questions about Workday

What do we register on the Workday side?
An API client for integrations in your own tenant. That gives you the client ID and secret, and you generate a refresh token for it. KamoCRM stores all three encrypted for your organization.
Why does it ask for an API version and SOAP URL?
Workday tenants are pinned to particular web-service versions, and the base URL differs per tenant. Making them explicit means an upgrade on your side is a settings change rather than a broken sync.
Is this OAuth?
It uses a refresh token issued to your tenant's integration client rather than an interactive sign-in, which is how Workday expects a server-to-server integration to authenticate.
What happens to an unmapped earning code?
The sync reports it and names the code rather than dropping the hours. Map it once and re-run the period.
Does KamoCRM calculate pay?
No. Workday calculates and pays. KamoCRM supplies approved hours and reads back the periods and balances the tenant maintains.

Uunganisho zaidi kama Workday

ADP Workforce NowPush approved KamoCRM timecards into ADP Workforce NowBambooHRApproved KamoCRM timecards and directory sync with BambooHRDayforceApproved KamoCRM hours into your Dayforce namespaceGustoSend approved KamoCRM timecards straight to Gusto payroll

Connect Workday with KamoCRM — free forever. No credit card required.

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