Zuora Connector for Workday Financials
Offers guidance on how to configure and use the Workday Financials GL for Billing, Payments, and Revenue.
This feature is in the Early Availability phase. We are actively soliciting feedback from a small set of early adopters. If you want to join this early availability program, submit a request to Zuora Global Support .
The Workday Connector automates the following transfer operations between Zuora and Workday.
Zuora Billing and Payments Journal Entries to Workday FINS General Ledger creates Workday FINS General Ledger journal entries from Zuora Billing and Zuora Payments journal entries.
Zuora Revenue Journal Entries to Workday FINS General Ledger creates Workday FINS General Ledger journal entries from journal entries in Zuora Revenue journal entries.
This no-code solution eliminates the need for custom-built integrations between Zuora and Workday.
Workday connector offers the following key features.
- No-code setup
User-configurable field mappings
On-demand and scheduled execution
Summary reports
Grouping criteria selection for revenue accounting entries
User-defined revenue journal accounting batch size
Multi-org support
Prerequisites
To use the Workday Connector, ensure the following prerequisites are met:
Finance is enabled
Invoice Item Settlement is enabled in Payments
Workday Connector is enabled
Advanced Custom Fields are enabled in Platform
The following prerequisites are met for Zuora Revenue:
- The release version should be 37.020.00.0 or higher
OneID authentication is enabled
Configure the WEB_SERVICES_ENABLED profile to TRUE
Configure the ENABLE_ZR_CONNECTORS profile to SAP_GL
Configure the TA_SUB_BATCH_SPLIT_SIZE profile to 1-10000
Configuration
The following diagram illustrates the steps in configuring the Workday Connector and Workday Connector (Revenue).
Execution flow
The following diagram illustrates the steps in executing the Workday Connector and Workday Connector (Revenue).