Sign In & Create Your First Tenant
A tenant in Workday 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 |
If your admin hasn’t yet generated these, see Set Up Workday SSO.
Steps
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.
Enter your Client ID and endpoint URLs from the Workday API client configuration.
Result
Workday OfficeConnect connects to your tenant. The Reporting pane appears in Excel with your instance’s accounts, time periods, and levels available.
After sign-in, the Reporting pane populates with your Adaptive Planning accounts, time periods, and levels.
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.
- Build Your First Report now that you’re signed in.
- Push tenant config to many machines via Deploy Tenants via Registry.