SyncLinx is an application we offer that bridges the gap between Workday and ExakTime and allows you to import Workday entities into ExakTime to quickly get you started and help limit double-entry.
AccountLinx is the other half of SyncLinx and allows you to export your ExakTime time data for Workday. If you would like steps on setting up AccountLinx and exporting your time data into Workday, refer to our article that covers connecting the applications and the exporter settings.
If you have any questions or concerns during setup and/or use, you can contact us with the "Request Support" link at the top of the page and we will try to assist as best as possible. Keep in mind, however, that we are not Workday support. We will try to assist you as much as we are able, but there are aspects of the Workday that are out of our area of expertise and your questions may be better served by Workday support or your trusted contact to answer/assist.
As Workday allows flexibility to fit various needs, we cannot take every unique setup into account. It is advised to read through this article before setting up SyncLinx/AccountLinx to understand what is needed ahead of time.
Table of Contents
Connecting SyncLinx to Workday
- Open SyncLinx if not already open.
- Go to Tools at the top and click Select Data Source.... This should open a window with a list of available data source options.
- Select "Workday" and click OK.
- A warning may appear saying that there is a connection error. This is expected if the SyncLinx connection to Workday has not been made on the computer. Click OK on the warning.
- A window should open to set up the settings for the Workday data importer. Click Connection Web Service.
- A Connection Setup window should open. In the Connection Setup window, set up/enter the following information:
- Base URL
- Host #
- Port #
- User ID
- Password
- Save the connection.
- You can save your changes until you return to the main page of SyncLinx or adjust any of the other importer settings for Workday.
Importer Settings for Workday
SyncLinx offers a few options for Workday that may help when importing certain entities into ExakTime.
- Go to Tools at the top and click Workday Settings....
- The following options will be available:
- Data Connection
- Set up the connection between SyncLinx and your Workday system.
- Company Selection
- Select the companies you want to import data from.
- Mobile Groups
- Group Locations per Workday Company - Enable to create and assign locations to groups based on the Workday company.
- Categories
- Categorize Employees by Workday Company - Enable to create and assign a category to employees based on the Workday company.
- Categorize Locations by Workday Company - Enable to create and assign a category to locations based on the Workday company.
- Data Connection
- Save your changes.
Importing Entities with SyncLinx
The import process for SyncLinx is standardized for all accounting/payroll applications we integrate with. If you are unfamiliar with using SyncLinx, please refer to the following article.