ConfigBot WD - How To Generate Workbook for Integration.

Generate Workbook - Integration

The following article will help explain on how you generate workbook for Integration in Configbot.

1.       Enter your Username and Password and click at the submit button to login.

2.       Navigate towards the "Platform Panel" and click on the "Integration" module tile.

3.       Select the workspace that best suits your preferences or requirements.

4. Navigate to newly added Iteration and click at Hamburger Menu then select Generate Workbook Option.

5. Inside the Generate Workbook Window, Enter your Workday Password and add any relevant Notes then Click at "Core Connectors" check box and click at confirm and start button to process execution.

6. Once the execution is completed, open the workbook and navigate towards the Core Connectors sheet.

7. To generate the workbook for Setup Integration, first copy any Integration Template. Then navigate to the Setup Integration sheet and paste it into the Integration Template column. Once done, add the System Name and Unique System ID (ensure there are no spaces). You can fill in the remaining details as relevant. Please make sure to leave the other sections empty, as they will be auto-filled once the workbook is generated for this specific template.

8. Back in your workspace, click at hamburger menu and select the generate workbook option, Enter your workday Password and relevant notes then select Setup Integration check box and click at Confirm and Start button to process execution.

9. Once the processing status is completed, open the workbook and navigate to the Setup Integration sheet, where you will see that the data related to the Integration Template has been generated across all sections, and from there you can update the data for the specific template as required.

This completes the successful process of workbook generation in the Integration module in Configbot.

Updated on: 01/24/2026