Skip to main content
All CollectionsIntegrationsWorkday
How to set up the Workday integration
How to set up the Workday integration
Updated over a week ago

The TextUs integration for Workday connects your TextUs accounts with your Workday instance so that you can do the following:

  • Import phone numbers from Workday into TextUs using the TextUs Chrome extension.

  • Send and receive text messages with candidates in your Workday account using the TextUs web app, Chrome extension, or mobile app.

  • Log your team’s text conversations back to Workday candidate records.

Getting started with your Workday integration

Note: Your Workday admin should complete the steps in this guide to ensure your integration has the correct account settings and permissions. This process should only need to be completed one time.

To integrate TextUs with your Workday instance and synchronize data between the two platforms, complete the following steps:

Step 1: Set up your integration system user

Complete the steps in the sections below to set up your integration system user.

  1. Log in to your Workday account as an administrator.

  2. In the search box, enter Create Integration System User and select the link in the results.

  3. Under Account Information, enter the following account information for the integration system user:

    • User Name

    • New Password

    • New Password Verify

    • Select the checkbox for Do Not Allow UI Sessions (optional).

  4. Click OK, then click Done to save your settings.

Create an integration system security group

Next, create an integration security group and assign the integration security user to the group:

  1. In the search box, enter Create Security Group and select the link in the results.

  2. On the Create Security Group menu:

    • Click the Type of Tenant Security Group dropdown and select Integration System Security Group (Unconstrained).

    • In the Name field, enter a name for the group. For example, ISSG_TEXTUS_UNCONSTRAINED.

  3. Click OK.

  4. In the Integration System Users dropdown, select the integration system user you created in the previous section.

  5. Click OK, then click Done to save your settings.

Configure domain security policy permissions

Complete the following steps below to grant domain security policy permissions:

  1. In the search box, enter Web Services Security Audit and select the link in the results.

  2. In the Web Services Task Select field, Security Audit pop-up menu, select Get Candidates (Web Service), then click OK.

  3. Update the security permissions for your domains by clicking the ellipsis, then selecting Edit Domains > Edit Security Policy Permissions.

  4. Under Integration Permissions, click the plus icon to add a new security group

  5. Enter the name of the Integration System Security Group (Unconstrained) created in step 2 of the section Create an integration system security group above.

  6. Select the checkboxes to provide Get and Put access.

  7. Click OK, then click Done to save your settings.

  8. Repeat steps 3 to 7 for any additional items listed in the Domain column.

Activate security policy changes

To active your security policy changes, complete the following steps:

  1. In the search box, enter Activate Pending Security Policy Changes and select the link in the results.

  2. On the Activate Pending Security Policy Changes menu, enter ISSG Creation in the Comment field.

  3. Click OK.

  4. On the next page, select the checkbox for Confirm.

  5. Click OK to save your settings.

Fetch the API URL

Next you will need to fetch API URL and tenant slug from your web service. You will need this information to complete the integration process in the TextUs web app.

  1. In the search box, enter Public Web Service and select the link in the results.

  2. Open the Web Services Report by clicking the ellipsis then selecting Web Services > View URLS.

  3. Search for soapbind:address.

  4. Copy the API URL and the tenant slug. You will need this information to complete the integration process in the TextUs web app. As a note, the URL should always end in the tenant slug.

Note: In the example https://wd5-services1.myworkday.com/ccx/service/textus_example

  • The API URL is: https://wd5-services1.myworkday.com/ccx/service/textus_example

  • The tenant slug is: textus_example

Step 2: Create a Workday custom object

Custom objects allow you to store and manage specific sets of information that is unique to your integration with TextUs. To create a custom object in Workday, complete the steps in the sections below.

  1. Log in to your Workday account as an administrator.

  2. In the search box, enter Create Custom Object and select the link in the results.

  3. On the Create Custom Object menu, complete the following:

    • In the Workday Object field, select Non-Effective Dated > Job Application.

    • In the Custom Object Name field, enter SMS Messaging.

  4. Click OK.

Confirm general settings

  1. On the General Settings page, check that your custom object has the following configuration:

    • Custom Object Name: SMS Messaging

    • Web Service Alias ID: smsMessaging

    • Allow Multiple Instances per Object: Yes

  2. Click Next.

Set field definitions

On the Field Definitions page, you add the required fields below to determine what information is displayed in the SMS messaging object. The sections below list the configuration options proposed for new fields.

Create Timestamp field with type text

  • Field Label: Timestamp

  • Web Service Alias: timestamp

  • Field Type: Next

  • Validation: Required

  • Display Order: 0

  • On the Display Order field, open the Details menu and set the Display Option to Sort Descending.

Create Message field with type html text

  • Field Label: Message

  • Web Service Alias: message

  • Field Type: HTML text (enable messages up to 2500 characters long, as opposed to only 255 characters for a plain Text field)

  • Validation: Required

  • Display Order: 1

Create Sender Name field with type text

  • Field Label: Send Name

  • Web Service Alias: sendName

  • Field Type: Text

  • Validation: Required

  • Display Order: 2

Create Destination field with type text

  • Field Label: Destination

  • Web Service Alias: destination

  • Field Type: Text

  • Validation: Required

  • Display Order: 3

Set the domain and active the custom object

  1. Set the Domain field to Job Requisition for Recruiting.

  2. Click Next

  3. Review the summary of Field Names and Security Permissions within the custom object, then click OK.

  4. On the Activate Custom Object page set the following:

    • Display Value: Message

    • Reference ID: Timestamp

  5. Click OK, then click Done.

Update and activate the security policy

  1. In the search box, enter View Domain and select the link in the results.

  2. From this task, search for Job Requisition for Recruiting domain.

  3. Edit the domain’s security policy.

  4. Under Integration Permissions, add the Integration System Security Group user to the domain.

  5. Click Done.

  6. Next, activate the pending security policy changes by completing the following steps:

    1. In the search box, enter Activate Pending Security Policy Changes and select the link in the results.

    2. On the Activate Pending Security Policy Changes menu, enter ISSG Creation in the Comment field.

    3. Click OK.

    4. On the next page, select the checkbox for Confirm.

    5. Click OK to save your settings.

Step 3: Enable the Workday integration in TextUs

Now that you have completed the configuration process in your Workday account, complete the following steps to enable your Workday integration in TextUs:

  1. Log in to next.textus.com with your org admin user account.

  2. Click on your user icon and go to Accounts.

  3. On the Accounts page, find your org account at the top of the account hierarchy and click View.

  4. Go to Settings > Account Settings > Integrations.

  5. Click the Workday icon, then enter the following information:

    • Username: The username of the integration system user.

    • Password: The password for the integration system user.

    • API URL: The endpoint address copied from the Workday web service.

    • Tenant Slug: The unique identifier copied from the API URL.

  6. Click Save.

  7. The integration process is complete. Your Workday icon on the Integrations page should now be toggled on.

Did this answer your question?