API Integration
Making the switch is a breeze. With our seamless integration of your existing solutions with Workday Adaptive Planning, our team of experts will guide you every step of the way-ensuring a smooth integration process and that all your valuable data is intact.
Seamlessly Integrate and Connect Any System
Effortlessly harness the power of your data! No matter where it comes from—be it ERP, CRM, or HR/Payroll systems—you can seamlessly integrate and source it all in one go.
Let our dedicated team take care of the tedious tasks for you. Connect your source systems to Workday Adaptive Planning and unlock smooth, end-to-end processes that empower your business.
How Does Workday Adaptive Planning Integration Work?
Let us take care of all the technical configurations for you! With our dedicated team on the job, your team can skip the hassle of tedious manual data integration into the Workday platform. We'll make the process smooth and effortless, allowing you to focus on what really matters.
Although the Workday integration is at your fingertips, it's not quite a set-it-and-forget-it situation. A bit of technical finesse is involved to ensure all your data feeds align perfectly. So, how does the integration with Workday Adaptive Planning come into play?
Our team of experts is dedicated to making data integration effortless for you. We'll implement seamless integration systems that work flawlessly with any solution—be it ERP, CRM, HR, or Payroll. Let us handle the complexity so you can focus on driving your business forward!
Workday Adaptive Planning - integrate your source system for more reliable data
Integration with APIs
Workday Adaptive Planning offers multiple methods to connect with source systems. A popular approach now is through APIs (Application Programming Interfaces), especially as many core systems shift to cloud-based models instead of traditional on-premise setups.
Automate data flows from any cloud system with an API to Workday Adaptive Planning
Every business, big or small, relies on some form of accounting and financial ERP system, like NetSuite, to keep things running smoothly.
However, many of these platforms lack integrated planning and reporting features. Companies often turn to familiar tools like Excel or elevate their game with advanced performance management solutions such as Workday Adaptive Planning to fill that gap.
This way, they can tackle the complexities of the monthly lifecycle process and ensure their financial insights are spot on!
FEATURE
Deep Expertise Knowledge To Configure Any System
Every integration is unique! Even when two organisations utilise the same finance system, the way they configure and use it can vary significantly.
That's where SW comes in to eliminate the guesswork. Our consultants bring a wealth of expertise and a deep understanding of diverse ERP and finance system setups, ensuring a smooth and efficient integration process tailored to your specific needs.
FEATURE
Our expert consultants have a deep understanding of the intricacies of various finance systems, including the essential components and structures that are crucial for a seamless deployment in Workday Adaptive Planning.
With our team’s data integration specialists on board, we're well-equipped to tackle any technical challenges or unique aspects of your source system. We're committed to providing ongoing support as your source systems evolve, ensuring a smooth transition and continued success.
Manual Uploads Using Standard Import Templates
- Apply mapping to achieve single COA/Structure when importing
- Easy to use instructions for any user with import permissions
- Least amount of configuration time for one-off imports
- Manual extraction of data from sources
- Manual transformation of data in excel to fit standard template format
Manual Uploads Using Custom Import Templates
- Apply multiple mapping profiles to achieve single COA/Structure when importing
- One-time set-up for format
- Apply transformations of data within Adaptive
- Manual extraction of data from sources
Automated Uploads Using Adaptive Integration
- Apply multiple mapping profiles to achieve single COA/Structure when importing
- One-time connection set-up
- Apply transformations of data within Adaptive
- Automatic extraction from data sources with scheduler
Maximum Effort | Manual Uploads Using Standard Import Templates
- Apply mapping to achieve single COA/Structure when importing
- Easy to use instructions for any user with import permissions
- Least amount of configuration time for one-off imports
- Manual extraction of data from sources
- Manual transformation of data in excel to fit standard template format
Medium Effort | Manual Uploads Using Custom Import Templates
- Apply multiple mapping profiles to achieve single COA/Structure when importing
- One-time set-up for format
- Apply transformations of data within Adaptive
- Manual extraction of data from sources
Least Effort | Automated Uploads Using Adaptive Integration
- Apply multiple mapping profiles to achieve single COA/Structure when importing
- One-time connection set-up
- Apply transformations of data within Adaptive
- Automatic extraction from data sources with scheduler
BENEFITS
Benefits Of SW API Integration
- Quick setup with pre-configured scripts
- Automated updates for both data and structures
- Seamless automation of transaction imports and account balance syncing
- Comes with a user manual for effortless maintenance
Efficiency through automation, strategic planning, optimised business growth.

Contact Us for Free Consultation
Ready to plan, execute, and analyse with confidence? Contact us for a free consultation to learn how to leverage powerful technology for success.
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Shearwater Asia is a leading one-stop finance and IT digital transformation consultancy in Asia with over 14 years of experience.
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