---
title: "Workday RaaS setup guide"
canonical_url: "https://docs.getdx.com/workday-raas/"
md_url: "https://docs.getdx.com/workday-raas.md"
last_updated: "2026-05-22"
---

# Workday RaaS setup guide
Workday offers a reporting-as-a-service (RaaS) feature which allows you to export most data from Workday by creating a custom report within Workday then exposing it as a web service. The output can be various formats such as RSS, XML, CSV, or JSON format.

RaaS enables you to fetch Workday data from DX programmatically, without going through a manual process of obtaining and uploading CSV files.

## Prerequisites

To connect Workday RaaS to DX, you need:

- An active Workday report URL that matches DX’s [required format](https://docs.google.com/spreadsheets/d/19xaJ2Hr2Gd6WotpTqwcz4iZJ4K2VPB2Sl-k_Mlj6qC8/edit?gid=0#gid=0)
- The username and password to access that Workday report URL
- To configure the reports as Advanced type reports to enable web service access

## Setup instructions

#### Step 1 - Create service account

1. Log in to your Workday application using an Administrator account.
2. In the application's search box, search for 'create user' and then select **Create Integration System User**. DX uses the Integration System User to access custom reports.
3. Enter a **User Name** and **Password**.
4. Leave the **Require New Password at Next Sign In** checkbox clear.
5. Select the **Do Not Allow UI Sessions** checkbox.

#### Step 2 - Create security group

1. In the Create Security Group window, set the Type of Tenanted Security Group to **Integration System Security Group (Unconstrained)**.
2. Enter a Security Group **Name** and click **OK**.
3. In the Edit Integration System Security Group (Unconstrained) window, add the integration system user you created in Step 1 in the **Integration System Users** field.
4. Click **OK**.

#### Step 3 - Add domain security policies

1. Go to **Security Group Settings > Maintain Domain Permissions for Security Group**.
2. In the Integration Permissions section, in the **Domain Security Policies permitting Get access** field, select the security domains associated with the reports you want to sync.

#### Step 4 - Activate policies

1. Go to the **Activate Pending Security Policy Changes** page and click **OK**.
2. Click **Confirm** to activate.

#### Step 5 - Create custom report

1. On the Create Custom Report page, enter the **Report Name**.
2. In the Report Type drop-down menu, select **Advanced**.
3. Select the **Enable as Web Service** option.
4. Add **Data Source**. Add the fields you want to sync.

#### Step 6 - Share custom report

In the custom report's Share tab, add the user you created in Step 1 in the Authorized Users field.

#### Step 7 - Finish RaaS setup

1. In each custom report's Advanced tab, share each report to Report-as-a-Service.
2. For each report, go to **Actions → Web Service → View URLs**. Make a note of the CSV URL. You will need it to fill in your DX setup form.
3. Test each report by pasting it into a new browser session, and log in using the web service user. If the Report CSV does not display, check your user security settings.

#### Step 8 - Finish DX configuration

1. In the [DX Workday RaaS form](https://app.getdx.com/admin/workday-raas), enter the RaaS CSV URL and authentication credentials
2. Click **Save settings** to verify the connection
3. Once the settings are saved and the connection status is verified, click **Download CSV** in the upper right corner to test the downloading of the CSV file and inspect the contents

![](https://docs.getdx.com/assets/images/administration/workday-raas.png){class="max-w-xl mx-auto"}
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