Workiva Writeback Connector
Intro
Workiva is a leading cloud platform for connected reporting across accounting, finance, audit, and internal controls. Use this connector to export data from a Domo DataSet to a Workiva spreadsheet. To learn more about the Workiva API, visit their page (https://success.workiva.com/developers/api-reference).
You export data from Domo to Workiva in the Data Center. This topic discusses the fields and menus that are specific to the Workiva Writeback connector user interface. General information for adding DataSets, setting update schedules, and editing DataSet information is discussed in Adding a DataSet Using a Data Connector.
Prerequisites
To configure this connector, you must have a Domo Client ID and Client Secret. To obtain these credentials, do the following:
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Log into your Domo developer account at https://developer.domo.com/login.
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Select the desired data and user application scope.
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Click Create.
You must also have the following:
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A Workiva client ID
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A Workiva client secret
To learn how to obtain these credentials, see https://success.workiva.com/developers/guides/setup.
Configuring the Connection
This section enumerates the options in the Credentials and Details panes in the Workiva Writeback Connector page. The components of the other panes in this page, Scheduling and Name & Describe Your DataSet, are universal across most connector types and are discussed in greater length in Adding a DataSet Using a Data Connector.
Credentials Pane
This pane contains fields for entering credentials to connect to your Workiva account. The following table describes what is needed for each field:
Field |
Description |
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Domo Client ID |
Enter your Domo client ID. |
Domo Client Secret |
Enter your Domo client secret. |
Client ID |
Enter your Workiva client ID. |
Client Secret |
Enter your Workiva client secret. |
For information about obtaining these credentials, see "Prerequisites," above.
Once you have entered valid Workiva credentials, you can use the same account any time you go to create a new Workiva DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Managing User Accounts for Connectors.
Details Pane
This pane contains a number of fields for specifying your data and indicating where it's going.
Menu |
Description |
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Domo DataSet ID | Enter the DataSet ID (GUID) for the DataSet you want to copy to Workiva. You can find the ID by opening the details view for the DataSet in the Data Center and looking at the portion of the URL following datasources/. For example, in the URL https://mycompany.domo.com/datasources/845305d8-da3d-4107-a9d6-13ef3f86d4a4/details/overview, the DataSet ID is 845305d8-da3d-4107-a9d6-13ef3f86d4a4. | ||||||||||||||
Spreadsheet ID |
Enter the ID of the Workiva spreadsheet where you want to send your Domo data. This can be found in the spreadsheet URL. For example, in the URL https://app. wdesk.com/a/aabbccddeeffgghhkkllXTest/spreadsheet/aaaa-bbbb-cccc-dddd-eeee, the ID is aaaa-bbbb-cccc-dddd-eeee. |
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Sheet ID |
Select the specific sheet where you want to send your Domo data. |
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Region |
Enter the region of the spreadsheet where you want to send your Domo data. Formatting guidelines are as follows:
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Other Panes
For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Data Connector.