The Workday Connector for Zuora Billing, Zuora Payments, and Zuora Revenue
The Workday Connector automates the following transfer operations between Zuora and Workday:-
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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.
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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.
Key features
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).
