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Domo Knowledge Base

Workiva Writeback Connector

Version 2

 

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:

  1. Log into your Domo developer account at https://developer.domo.com/login

  2. Create a new client

  3. Select the desired data and user application scope.

  4. Click Create.

You must also have the following:

  • A Workiva client ID

  • 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

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

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

Sheet ID

Select the specific sheet where you want to send your Domo data. 

Region

Enter the region of the spreadsheet where you want to send your Domo data. Formatting guidelines are as follows:

If you were to enter this...

...your Domo data would end up here

A1

Cell A1

A2:D8

All cells in the range between A2 and D8 (inclusive)

A:A

All cells in column A

1:3

All cells in rows 1 through 3

B3:

All cells below and to the right of B3 (inclusive)

:

All cells in the sheet

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.