Topic

How to upload contacts from Workday into an Everbridge Organization.

Description

The Workday human resources platform generates its own key for file transfer. Organization Administrators can use the public key formats outlined in knowledge article EBS: Supported Public Key Formats for Connecting to Everbridge Suite via SFTP .

Up to ten different keys can be configured for an Organization. To update an expiring SSH key certificate configured for your Everbridge tenant in Workday, you can upload a new public key to the Everbridge platform. Go to Settings > Organization > Contacts > Upload Options area in Everbridge, and upload your new public key. You can upload the new key without removing the old one, allowing Everbridge to authenticate the integration with Workday using the new key.

The following methods can also be used for transferring contact information into an organization from Workday:

Contact Integration

The Contact Integration feature allows Organizations to automatically sync their contacts with data from their company's HR software. For more information on the Everbridge Contact Integration feature, see knowledge article EBS: Contact Integration.

Workday & Everbridge API

The Everbridge Application Programming Interface (API) can be used within Workday. Make the appropriate API call from Workday whenever a contact record is added, changed, or deleted.

SFTP Server

A Secure File Transfer Protocol (SFTP) server can be used to receive a contact information file from Workday. Scripts can then be created to send the file to Everbridge. Several commercial and open-source SFTP server applications can be used for this purpose, such as FileZilla (https://filezilla-project.org/).

The contact information file received from Workday must follow the same required file specifications as any contact upload file. To generate a contact upload file template for Workday, log into the manager portal for the Organization and go to Contacts + Assets > Contacts > Uploads > Download Template.

File Types for SFTP Uploads

When uploading contact files to Everbridge's SFTP server, you can choose between a full population file or a changes file. If you currently use a full population file, you can continue with that approach. To indicate the file type (update, replace, delete, etc.), refer to the documentation on configuring SFTP at the organization level. This will provide instructions on how to properly structure the file directory and naming conventions to communicate the file type to Everbridge.

Java

A Java application can be used to send the contact information file over SFTP.

Everbridge API & cURL

The Everbridge API can be used in conjunction with a cURL-based program (https://curl.haxx.se/) to upload the contact information file.

Custom File Upload

A file uploading program can be created using a programming language that supports a REST (Representational State Transfer) API. Languages that can be used include the following:

• PHP

• Python

• Ruby

• .NET/C#

• Java

• Perl

• Javascript

Once a method has been determined, follow the steps listed below:

1. Schedule a process which creates the contact information file from Workday

Ensure that this file is saved to an accessible network location.

2. Install and test the workaround

3. Schedule the method to regularly send the contact information file to Everbridge