Sign In & Create Your First Tenant
Sign in to OfficeConnect for the first time and configure your Workday tenant connection.
A tenant in OfficeConnect is a saved connection to a Workday instance. You create it once, and OfficeConnect remembers it for future sessions.
What you’ll need
Before you start, gather these details from your Workday administrator:
| Detail | Where to find it |
|---|---|
| Client ID | Workday OfficeConnect API client |
| API Endpoint URL | Workday OfficeConnect API client |
| Authorization Endpoint URL | Workday OfficeConnect API client |
Steps
1
Open Excel and click the OfficeConnect tab
After installation, the OfficeConnect tab appears in the Excel ribbon.
2
Click Log In
The Workday Adaptive Planning sign-in page opens in a browser panel.
3
Click 'Log in with Workday'
This takes you to the tenant configuration screen.
4
Enter your tenant details
Fill in the tenant form:
| Field | Example | Notes |
|---|---|---|
| Name | Production | A friendly name you’ll see in the sign-in drop-down |
| Data Source | Adaptive Planning | Choose Financials only if you’re connecting to Workday Financial Management |
| Client ID | abc0MjQw... | From your Workday API client |
| API Endpoint URL | https://example.myworkday.com/ccx/api/v1/tenant | From your Workday API client |
| Authorization Endpoint URL | https://example.myworkday.com/tenant/authorize | From your Workday API client |
Click Save.
5
Sign in with your Workday credentials
After saving the tenant, the Workday sign-in page appears. Enter your Workday username and password.
Result
OfficeConnect connects to your tenant. The Reporting pane appears in Excel with your instance’s accounts, time periods, and levels available.
The tenant name appears in the sign-in drop-down for future sessions — you won’t need to re-enter these details.
Add additional tenants (optional)
From the Log In drop-down, select Manage Tenants to add, edit, or remove tenants. Your organization can mix Adaptive Planning and Financials tenants.
Next steps
→ Work with Multiple Instances if your organization has sandbox or multi-instance setups