Configure a Connection Profile

From the CData ribbon, click Get Data and select From SAP SuccessFactors connection/s to launch the CData Query window. To setup a new connection, you will have to click the New SAP SuccessFactors Connection button. Here you can set the connection settings, test the connection, and save the connection profile.

The CData Excel Add-In for SAP SuccessFactors communicates to SAP SuccessFactors over the OData API. By default, it is enabled. However, if you need to provide additional permissions, please follow the steps from SAP laid out in their support here.

Connecting to SAPSuccessFactors

You can authenticate to SAP SuccessFactors using Basic authentication or OAuth with SAML assertion.

Basic

You must provide values for the following properties to successfully authenticate to SAP SuccessFactors. Note that the provider will reuse the session opened by SAP SuccessFactors using cookies. Which means that your credentials will be used only on the first request to open the session. After that, cookies returned from SAP SuccessFactors will be used for authentication.

• AuthScheme, set this to BASIC.
• Url, set this to the url of the server hosting Success Factors. Some of the servers are listed here.
• User, set this to the username of your account.
• Password, set this to the password of your account.
• CompanyId, set this to the unique identifier of your company.

Once OData is enabled, you must grant access to the API to activate Basic Auth for a given user.

Granting Permission for an RBP System

• Assign the permission in Administrator Permissions > Manage Integration Tools > Allow Admin to Access OData API through Basic Authentication.

Granting Permission for a User-based System

• Click Administrative Privileges > Integration Tools, and select Allow Admin to Access OData API through Basic Authentication.
• On the Managing Administrative Privilege page, select the Employee Export and Employee Import checkboxes to grant those permissions to the given user.

OAuth

See Using OAuth Authentication for an authentication guide for OAuth2.

Connection Properties

The Connection properties describe the various options that can be used to establish a connection.

Managing Connections

After successfully authenticating to SAP SuccessFactors you will be able to customize the data you are importing. To learn more about this, see Managing Connections.

See Also

• Querying Data: Use the data selection wizard to pull data into a spreadsheet. You can also configure scheduled data refresh here.
• Using the Excel Add-In: Find other ways to interact with SAP SuccessFactors data, such as using the available CData Excel Functions.