Connect to SuccessFactors

Review the recommendations in the Prerequisites section.

Authentication

The SuccessFactors connector enables you to authenticate using either Basic or OAuth 2.0 methods. However, SAP SuccessFactors recommends that you use OAuth 2.0.

To connect to your SuccessFactors account, provide the following information:

• Connection name

• Enter a unique name to identify this connection. This enables you to reuse the connection in other recipes.

• Authentication type

• Select either Basic or OAuth 2.0 authentication method. Depending on your choice, provide the following information:

  • Basic

  • Enter your username and password.

  • OAuth 2.0

  • Enter your Client ID and private key. The Client ID is the API Key that was generated in API Center.

• Company ID

• You may find it in “Show version information” under the profile drop-down or by looking for the term "company=" in the URL. You can refer to this knowledge base (opens new window) for detailed steps on how to find the Company ID.

• User ID

• Your SuccessFactors user ID.

• Environment

• Select either Select environment or Enter API endpoint. Depending on your choice, provide the following information:

  • Select environment

  • Select your SuccessFactors environment.

    To find your environment, look at the first part of the SuccessFactors URL. For example, if the URL is pmsalesdemo8.successfactors.com (opens new window), the environment is DC8 SalesDemo. You may refer to this knowledge base (opens new window) to map the different URLs to their respective environments.

  • Enter API endpoint

  • Enter the endpoint URL to access the SuccessFactors OData API.

• Application interface key

• Defaults to Workato's application interface key if left blank. This field is optional.

• Timezone

• If you specified the Environment type API endpoint, you must select the API Server Timezone. For more information, refer to this SAP documentation.

  Otherwise, this is an optional field.

• Is this app in a private network

• You must select the No gateway option.

  If your organization's SuccessFactors app is in a private network, you must access it through on-prem connectivity.