Overview of Workday Integration with Staffbase Email

Learn how to set up the Workday integration with the Staffbase Studio to sync contacts for Staffbase Email.

Staffbase Email

Staffbase supports Workday integration with Staffbase Studio for automatically syncing contacts to Staffbase Email. This integration streamlines contact management, keeping data accurate and up to date across Workday and the Staffbase platform.

  • Automatic regular updates: Keep your contact information accurate and current with seamless syncs daily.
  • Greater flexibility:
    • Leverage imported contacts attributes to create mappings and then use user groups for targeted communication.
    • Configure multiple integrations to connect multiple Workday instances to Staffbase Email.

The integration consists of two main steps:

  1. Preparing for integration in Workday
  2. Connecting Workday with Staffbase Studio

This initial setup is required to sync contacts. Follow these steps in Workday:

  1. Create an integration system user (ISU)
  2. Add the ISU as a system user
  3. Create a security group
  4. Configure domain security policies
  5. Create and configure a custom report
  6. Share and transfer ownership of the report
  7. Copy the report URL
    Learn more.

This process sets up the connection between Workday and the Staffbase Studio, and once set up, it runs automatically in a 24-hour cycle. To establish a connection with the Studio for the Staffbase Email, refer to Configure Workday integration in Staffbase Studio for Staffbase Email.