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Configuring Zuora Connector for Workday Financials (Accounts Receivable GL)

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Configuring Zuora Connector for Workday Financials (Accounts Receivable GL)

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Configuring Zuora Connector for Workday Financials (Accounts Receivable GL) involves the following tasks:

Authenticating your Zuora and Workday environments

Complete the following steps to authenticate your Zuora and Workday environments:

  1. Navigate to Marketplace > Integration Hub.
  2. Search and select Zuora Connector for Workday Financials (Accounts Receivable GL). 
  3. Click Authentication.
  4. Enter appropriate values for the following fields in the Workday Authentication section.
    • Username
    • Password
    • Workday Tenant URL
  5. Enter appropriate values for the following fields in the Zuora Authentication section. For more information on how to generate Client ID and Client Secret, see Create an OAuth Client for a User.
  6. Turn on the Enable Integration toggle to activate the connector. 

Note: You can click Test Connection to check your authentication.

Configuring Email notifications

The Zuora Connector for Workday Financials (Accounts Receivable GL) can send email notifications on completion.

Complete the following steps to configure emails:

  1. Navigate to Marketplace > Integration Hub.
  2. Search and select Zuora Connector for Workday Financials (Accounts Receivable GL). 
  3. Click Authentication.
  4. Click the Setting icon.
  5. Turn on the Email settings toggle. 
  6. Select Warnings and Success (optional).
  7. Click Add Email to add recipients.
  8. Click Save.

Establishing the Connector field mapping

After successful authentication, you can optionally adjust the default field mappings between the source and the target fields. The Source fields provide a list of fields from either the Zuora summary journal object or the Zuora detailed journal object. The Target fields provide a list of fields from the Workday Standard Journal object.

Complete the following steps to map the fields:

  1. Navigate to  Marketplace > Integration Hub.
  2. Search and select Zuora Connector for Workday Financials (Accounts Receivable GL). 
  3. Click Field Mapping.
  4. Click the + icon. 
  5. Choose the applicable source field and map it to the corresponding target field of the Workday journal. 

You can map both standard and custom fields from source to target, such as work tags, cost centers, or custom work tags.

  1. Click the Refresh icon to dynamically refresh the list of fields in the source and target menus upon any field changes in the Zuora or Workday journal object.
  2. If you want to manually approve every posting journal, create a new field mapping that maps a Zuora source or custom source to Auto_Complete target.

By default, the connector posts and submits the journals in Workday and will not create journals in Draft mode.