Connectors / Service / UltiPro

UltiPro

UltiPro

UltiPro is a cloud-based platform providing one system of record for HR, payroll, and talent management.

Overview

UltiPro is a cloud-based platform that delivers human capital management to organizations across all industries.

Authentication

When using the UltiPro connector, the first thing you will need to do is go to your Tray.io account page, and select the workflow you wish to work on. Once in the workflow builder itself, search and drag the UltiPro connector from the connectors panel (on the left hand side) onto your workflow.

With the new UltiPro connector step highlighted, in the properties panel on the right, click on 'New Authentication' which is located under the 'Settings' heading.

This will result in a Tray.io authentication pop-up window. The first page will ask you to name your authentication, and state which type of authentication you wish to create ('Personal' or 'Organisational').

As you can see, the next page asks you for your 'Username', 'Password', 'Client access key', 'User access key' and 'Base service URL' credentials.

Username and password are the username and the password of your UltiPro Service Account.

The 'Client Access Key' & the 'User Access Key' can be found on your UltiPro Web Service administrative page.

PLEASE NOTE:The Client Access Key is also known as the Customer API Key, and the User Access Key is also known as the User API Key.
IMPORTANT!: You must make sure you have the appropriate permissions granted to the Service Account, for the Reports-as-a-Service service. Before a service account can access BI via Reports-as-a-Service or Report Exports, you need to submit a service case from the Customer Success Portal to request this.

The Base Service URL can be found on your UltiPro Web Service administrative page as well. It can be retrieved from the list of links of the service endpoints. Example of the Base Service URL – 'service2.ultipro.com'

Once you have added these fields to your Tray.io authentication popup window, click on the 'Create authentication' button. Go back to your settings authentication field (within the workflow builder properties panel), and select the recently added authentication from the dropdown options now available.

Your connector authentication setup should now be complete.

Available Operations

The examples below show one or two of the available connector operations in use.

Please see the Full Operations Reference at the end of this page for details on all available operations for this connector.

Example Usage

TRAY POTENTIAL: Tray.io is extremely flexible. By design there is no fixed way of working with it - you can pull whatever data you need from other services and work with it using our core and helper connectors. This demo which follows shows only one possible way of working with Tray.io and the UltiPro connector. Once you've finished working through this example please see our Introduction to working with data and jsonpaths page and Data Guide for more details.

Below is an example of a way in which you could potentially use the UltiPro connector, to retrieve a report.

The steps will be as follows:

  1. Setup using a manual trigger and use the UltiPro connector to send a list of associated reports through.
  2. Get information on each report listed.

The final outcome should look like this:

1 - Setup Trigger & add 'List reports'

Once you have clicked 'Create new workflow' from your main Tray.io dashboard named it, select the Manual trigger from the trigger options available:

After you have been redirected to the Tray.io workflow dashboard, from the connectors panel on the left, add a UltiPro connector to your second step. Set the operation to 'List reports'.

When run, this workflow will list all reports in your UltiPro account.

2 - Get report

Add a new UltiPro connector step and select the operation 'Get report':

Use the connector-snake to assign the 'Report path' field to the 'Report path' array, that is produced by the 'List reports' step. Update the index of the required report:

JSONPATHS: For more information on what jsonpaths are and how to use jsonpaths with Tray.io, please see our Intro page and Data Guide for more details.
CONNECTOR-SNAKE: The simplest and easiest way to generate your jsonpaths is to use our feature called the Connector-snake. Please see the main page for more details.

When run, this workflow will now retrieve the requested report.

You can expand the contents of the report like so:

BEST PRACTICES: Whenever you do decide to create your own workflow, please make sure you take a look at our Managing data best practices guide.

All Operations

Latest version:

1.0