• New employees in the CSV get a store account created and (optionally) an onboarding credit allocation.
• Returning employees (previously deactivated) are reactivated with their original credit balance restored.
• Departed employees — anyone missing from the CSV — are deactivated, and any unspent credit is transferred back to your admin account.
• Recurring credit (monthly budgets, anniversary gifts, etc.) can be distributed based on fields in the CSV.

• A Workday user with Integration Build, Integration Configure, and custom report permissions (usually granted via the Integration Administrator security group).
• A Bearer token and endpoint URL from Jaapi — email support@jaapi.store with your store domain (store.jaapi.store) to request these.
• A sample CSV with the columns you intend to send.

1. In Workday, run the task Create Custom Report.
2. Set Report Type to Advanced.
3. Set Data Source to All Active Employees (or a similar source scoped to the population you want in the store).
4. Check Enable As Web Service — this allows the EIB to consume the report and is required for the CSV transformation.
5. Add the columns you want to send. A minimal set is email, first name, last name, and employee ID. Add department, manager, location, hire date, or anything else you want Jaapi to act on.
6. Save and run the report once to confirm the data looks right.

1. Run the task Create EIB and choose Outbound.
2. Get Data — set the data source to the custom report you created in Step 1.
3. Transform — add a Custom Report Transformation with Alternate Output Format set to CSV. The default EIB output is XML; this step is what produces a CSV body.
4. Deliver — see the next section for the REST vs. SFTP configuration.
5. Save the EIB and run it once manually to send a first sync.

On the EIB's Deliver step, pick the REST transport and enter:

• URL: https://store.jaapi.store/api/v1/users/active
• HTTP Method: POST
• Content-Type: text/csv
• Authentication: Bearer Token — paste the token Jaapi sent you

The endpoint expects the CSV body directly (not multipart, not wrapped in JSON). A successful sync returns 200 OK with a JSON summary of changes applied. Errors return 4xx with a JSON error field.

Jaapi runs an SFTP endpoint that forwards files to the same sync logic. Use this if your Workday environment is constrained to SFTP delivery, or if you already have an SFTP-based export pattern.

• Transport: SFTP
• Host: sftp.jaapi.store
• Port, username, SSH key: provided by Jaapi
• Directory: provided by Jaapi
• File name: anything — the contents are what we process

On each upload, the file is forwarded to the same sync endpoint and processed identically to the REST path.

1. Run the task Schedule Future Process and select your EIB.
2. Set Run Frequency to Daily.
3. Pick a run time outside business hours in your primary region so new hires can shop the store on their first morning.

• Create — emails in the CSV that don't exist in Jaapi become new users.
• Reactivate — emails that were previously deactivated are restored with their credit balance.
• Deactivate — users missing from the CSV are soft-deleted and their unspent credit is returned to your admin.
• Distribute credit — optional; based on a per-customer mapping from CSV fields to credit amounts.

Every sync writes an audit record and sends a summary email to your designated admin so you can spot-check changes without logging in.

1. Email support@jaapi.store with your store domain (store.jaapi.store) and a sample of the CSV you want to send.
2. We'll reply with a Bearer token (or SFTP credentials), confirm the column mapping, and agree the credit rules.
3. Build the custom report, EIB, and schedule per steps 1–4 above.
4. Run the EIB manually once — we'll verify the result with you before enabling the schedule.