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Overview

OnLink helps synchronize HR and employee data. Here’s a quick demo that shows how OnLink can be used to synchronize Workday HR data with JSM Assets.

https://www.loom.com/share/c6eca177260e41ceb7f98f848fa7925b

This is an update video showing how to map and test data imports.

https://www.loom.com/share/879dbfb4f5aa4f259e2c953e78810926

Getting Started

Here’s a getting started guide that walks you through the setup of OnLink.

  1. Click on Assets and click on the schema you want to import data into. Then click on Schema configuration -> Import -> Create Import and then select OnLink Importer. Give the Import a name and click on Create Import.

    image-20240218-044259.png
  2. Click on the three dots and select Configure app, then set a name in the Configure mapping attributes popup. Click on Save configuration.

    image-20231229-185253.png
  3. Now go to OnLink app, you should see a new configuration there. Select Edit in the drop down. Here you can select the Source system and rest of the configuration.

    image-20240218-044610.png
  4. Schema is pre-selected in OnLink and is set to the schema you selected in step 1. Set object type to the specific object you want to map to. Then map field level attributes (source data field is on the left side and the object attribute appears on the right side). Use “map” prefix for field mapping and “key” prefix for a unique identifier that will be used to identify objects for update purposes. Here are a couple of examples:

    1. key:Worker_ID=WorkerID - sets Worker_ID (from source system) as the unique identifier

    2. map:First_Name=Firstname - maps First_Name from source to Firstname object attribute

    3. map:DepartmentRef=Department|RefID=${DepartmentRef}- maps DepartmentRef (department ID from source) to Department (which is an attribute of type Department object), the string following pipe specifies the AQL to lookup department. RefId is the key on the Department object. ${DepartmentRef} is the lookup value.

  5. To map references to other schema attributes, you can specify AQL after the pipe symbol as shown above for mapping DepartmentRef. DepartmentRefID is the value coming from Workday custom report. DepartmentRef is the attribute in schema pointing to Department object. RefID is the attribute on Department object. Here’s an example object definition - you can see support for User, Object and other types:

    image-20240218-045431.png
  6. OnLink processes data in two steps - Get Data and Import Data. To manually test, you can click on Get Data first and then wait until you see “No more pending records. Data will be imported on next Import run.” message in Job Logs. Then, click on Import. Production runs are fully automated based on the schedule you choose.

image-20240318-045922.png

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