Workday Financial Management
by Workday
Workday cloud financials for accounting, procurement, expenses and revenue management at large enterprises.
- Category
- Finance & ERP
- Type
- ERP
- Interface
- SOAP API
- Built with
- Connect Anything
- Credentials
- OAuth 2.0, Username and password
02Data
What you can sync.
- Journal entries
- Suppliers
- Customer invoices
- Supplier invoices
- Worktags
Join Workday Financial Management journal entries with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Workday Financial Management data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
- A username and password
Workday Financial Management uses OAuth 2.0 (client ID, client secret, refresh token) or a username and password. You add the credentials once, when the AI asks for them, and it tells you where to create them in Workday if you need help.
04How it works
How it works in DataMind.
-
Pick Workday Financial Management.
Open Lake, pick Workday Financial Management in the source picker and name the connection. Connect Anything opens with a ready prompt that points the AI at the Workday Financial Management API docs.
-
Answer a few questions.
The AI reads the Workday Financial Management documentation, then asks which credentials you will use, which data to sync (for example journal entries and suppliers), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
The connector agent writes a Python connector for Workday Financial Management, tests it against the live API and shows you sample rows. Then the data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
05Related
