Workday Adaptive Planning Integration

Overview

Adaptive has several integration channels and I've worked with them all.

The API allows totally custom integrations written in the tool or language of your choice, CCDS and the Data Agent ETL tool offer a lot of flexibility and the native integration platform supports an every growing number of data source and methods in a fairly user-friendly interface.

Adaptive integrations can include:

• Import actuals and other data
• Import transaction data for drill-down
• Export plan data (budget / forecast)
• Update metadata including accounts, levels, dimensions and attributes

My experience includes:

• Python-based API integrations including meta-data synchronisation
• CCDS integration from SAP files via SFTP
• Netsuite and Salesforce
• Pentaho ETL scripts and Data Agents

Adaptive Integration Platform

The integration platform supports ETL with specific connectors and generic methods.

Generic:

• JDBC
• CCDS (custom cloud data source)
• Data Agent / ETL

Pipelines:

• Fabric (Azure)
• Snowflake
• Incorta

Specific systems:

• Workday Fins and HCM
• NetSuite
• Salesforce
• Sage Intacct
• Dynamics GP
• Adaptive itself

The Adaptive API

The API includes functionality not in the native integration, such as exporting reports, bulk loading users, updating permission sets and triggering other tasks.

Furthermore, the API allows complete control over all available parameters so, for example, you can update actuals using replace mode and include new dimension names and codes to automatically update the dimension.

Since you write your own code, an API-based itegration can send emails with attachments, or hook into other interfaces and create a support ticket if there was an error.

A newish feature of the API allows extracting security events, which you may want for an audit or ISO 27001 compliance.