> For the complete documentation index, see [llms.txt](https://docs.balkan.id/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.balkan.id/getting-started/setting-up-your-tenant/application-integrations/direct-application-integrations/workiva-integration-setup.md).

# Workiva Integration Setup

### Getting Started <a href="#h_01h9kzjybek4temypa6a5ffh7w" id="h_01h9kzjybek4temypa6a5ffh7w"></a>

BalkanID recommends creating a separate service account for the purposes of this integration, instead of using personal or employee named accounts.

#### Requirements: <a href="#h_01hq31hmzdrvcyk70k44ey6dv5" id="h_01hq31hmzdrvcyk70k44ey6dv5"></a>

An API grant in Workiva acts as a specific Workiva user and hence it is recommended to use a grant belonging to an *Organization Admin*.

* ***Client ID -*** The client ID of the Workiva API grant.
* ***Client Secret -*** The client secret generated for the API grant.
* ***Organization ID*** ***-*** The ID of the Workiva organization to extract.
* ***Region Subdomain -*** The subdomain corresponding to the region your Workiva organization lives in: `app` (US), `eu`, `apac`, or `ca`.

#### Getting the Configuration <a href="#h_01h9kzjybeacehzfkaw2cz10mj" id="h_01h9kzjybeacehzfkaw2cz10mj"></a>

An API grant can be created at the organization level or the workspace level. The organization-level grant is recommended. Requires the **Org Security Admin** role.

1. Sign in to *Workiva*, click your name in the lower left, and select *Organization Admin*.
2. Navigate to *Identity & access management*, and select the *Provisioning* tab. Under *Create Identity Provider or API Grant*, click *Add Identity or API* and select *API Grant*.
3. Fill in the grant:
   * Client Name - a name that identifies this grant, e.g. `BalkanID Integration`.
   * Workspace - the workspace the grant is attributed to.
   * Workiva Username - the username of the integration user the grant acts as.
   * Expires - set per your organization's security policy.
   * Scopes - `organization:read` and `file:read`.
   * IP Restrictions - optional.
4. Save the grant. Copy the *Client ID* - this is your *Client ID*
5. The *Client Secret* is visible only to the user the grant belongs to. That user signs in, opens their *user profile*, and regenerates the grant to reveal the secret. Copy it and save it - this is your *Client Secret*. You will enter it within the BalkanID application when prompted.
6. For Organization ID, click your name in the lower left and select *Organization Admin*. In your browser URL, the organization ID is the GUID after `/o/`:

   `https://app.wdesk.com/s/admin/o/`**`371b5fc8-fcc4-404a-9d22-d07d8f46a7e0`**`/...`

   Copy that GUID - this is your *Organization ID*.
7. For Region subdomain, copy this part of your Workiva URL - the subdomain before `.wdesk.com`:

   `https://`**`app`**`.wdesk.com/...`<br>

   <table><thead><tr><th width="295.87890625">Your Workiva URL</th><th>Region Subdomain</th></tr></thead><tbody><tr><td><a href="https://app.wdesk.com/">https://app.wdesk.com</a> (For US)</td><td>app</td></tr><tr><td><a href="https://eu.wdesk.com/">https://eu.wdesk.com</a> (For EU)</td><td>eu</td></tr><tr><td><a href="https://apac.wdesk.com/">https://apac.wdesk.com</a> (For APAC)</td><td>apac</td></tr><tr><td><a href="https://ca.wdesk.com/">https://ca.wdesk.com</a> (For CA)</td><td>ca</td></tr></tbody></table>

{% hint style="info" %}
For more details, see [Workiva's official API setup documentation](https://developers.workiva.com/2026-01-01/setup.html).
{% endhint %}

### Configure integration within your BalkanID tenant <a href="#h_01h9kzjybf182sj7n8mrydhrdt" id="h_01h9kzjybf182sj7n8mrydhrdt"></a>

1. Login to the BalkanID application and switch to the tenant you would like to add your integration to.
2. Head to *Integrations* > **Add Integration**, select **Workiva.**

   <div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FXRvzAfUdpqlc7iQZT5Na%2Fimage.png?alt=media&amp;token=43dd9897-4221-45f6-b341-f15fd50fa14a" alt=""><figcaption></figcaption></figure></div>

   <div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FerIERpOKv2wN9HheWViO%2Fimage.png?alt=media&amp;token=19fd6e22-5e52-42f1-a7c1-bfd252c66264" alt=""><figcaption></figcaption></figure></div>
3. Set up the *Primary Application owner (mandatory)* and the *Description*, if any. Set up Secondary Application Owner(s), if any.<br>

   Select the Extraction Type. From here, you can configure your application using one of the following methods:

   1. **Direct integration** - Provide your Client ID, Client Secret, Organization ID and Region Subdomain obtained above to set up a direct connection with BalkanID.
   2. **SCIM integration** - Provide SCIM server credentials to set up a SCIM connection with BalkanID.
   3. **Manual file upload** - Upload Entity and Entity Relations through a .CSV file upload. Contact the team for assistance with this.<br>

      <div data-with-frame="true"><figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2F9RYQGCxFzZixllnVnGDz%2Fimage.png?alt=media&amp;token=378512af-9ac3-46d2-ad01-d52a21a27e5c" alt=""><figcaption></figcaption></figure></div>
4. Click on next to move onto *Optional Configuration.*
5. Fill **Optional configuration,** if required.

   <figure><img src="https://2975852473-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbVGYwk8aSk5yI1GDPEW9%2Fuploads%2FWwMwzBtDCwYSplMbZBtP%2Fimage.png?alt=media&amp;token=0d22f002-4d7b-4d31-84c0-31b50ca63edd" alt="" width="563"><figcaption></figcaption></figure>
6. Once you filled in the information, click **Save**. Your integration is now configured and you will see the status of the integration displayed alongside other integrations on the *Integrations* page. When data is available, the integration Status will read **Connected** and the integration Message will read **Data available**.


---

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