> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server.

# Zuora Connector for Workday Financials

> Offers guidance on how to configure and use the Workday Financials GL for Billing, Payments, and Revenue.

Offers guidance on how to configure and use the Workday Financials GL for Billing, Payments, and Revenue.

> **Note**
>
> 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](https://support.zuora.com/) .

## Workday Connector for Zuora Billing, Zuora Payments, and Zuora Revenue

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):

![Configuration of Workday Connector and Workday Connector (Revenue)](/_fern-img/1477ceb66152fa40cba87e0eb5115fa6289c91fd7a7af6ab7557ff938b2a0652.webp)

## Execution flow

The following diagram illustrates the steps in executing the Workday Connector and Workday Connector (Revenue):

![Execution flow of Workday Connector and Workday Connector (Revenue).](/_fern-img/0bcf9319b4be96a701953c51edcbf3cefbd0471a3793b48767e29976c90747b6.webp)

> Offers guidance on how to configure and use the Workday Financials GL for Billing, Payments, and Revenue.

## Docs

- [Workday for Billing - Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora.md): The Workday Financials GL (Billing) automates accounts receivable journal postings to the Workday Financials general ledger, offering a no-code integration solution with key features like configurable field mapping and multi-org support.
- [Configure Zuora Billing](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-zuora-billing.md): Learn how to configure Zuora Finance by creating user roles, users, clients, and configuring custom fields, segments, and general ledger segmentation rules.
- [Create a Zuora User Role](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-zuora-billing/create-a-zuora-user-role.md): Learn how to create a Zuora user role with specific permissions using the platform's administration settings.
- [Create a Zuora user](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-zuora-billing/creating-a-zuora-user.md): This task guides you through creating a Zuora user and assigning it to the "Workday Connector" role.
- [Create a Zuora Client](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-zuora-billing/create-a-zuora-client.md): Learn how to create a Zuora Client after setting up a Zuora User, including navigating settings and managing OAuth credentials.
- [Configure Custom fields](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-zuora-billing/configure-custom-fields.md): Learn how to extend the Journal Entry object with a custom field for Workday Accounting Journal IDs.
- [Configure Segments](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-zuora-billing/configure-segments.md): Learn how to configure segments in Zuora to automatically include segment data in journal entries.
- [Configure general ledger segmentation rules](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-zuora-billing/configure-general-ledger-segmentation-rules.md): Learn how to configure general ledger segmentation rules to determine how journal entries are segmented during a journal run.
- [Workday Financials - Zuora Configuration](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration.md): Learn how to configure Workday Financials for integration with Zuora by setting up connection settings and security permissions.
- [Retrieve the Workday URL containing your host and tenant names](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/configure-workday-financials.md): Learn the high-level process to configure Workday Financials. This topic provides the process to retrieve the URL containing your host and tenant name .
- [Create a journal source for Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/configure-workday-financials-1.md): Guides you through the process of creating a journal source for Zuora in Workday.
- [Create Workday ISUs for Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/configure-workday-financials-1-1.md): Guides you through the process of creating Integration System Users (ISUs) in Workday for use with Zuora.
- [Create a Workday security group and assigning your ISUs](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/configure-workday-financials-1-1-1.md): Guides you through creating a Workday Security Group and assigning Integration System Users (ISUs).
- [Assign domain security policy permissions](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/configure-workday-financials-1-1-2.md): Guides you through assigning domain security policy permissions in Workday, including setting integration permissions for specific security groups.
- [Assign business process security policy permissions](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/configure-workday-financials-1-1-2-1.md): Learn how to assign security policy permissions for business processes in Workday.
- [Activate your security policy changes](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/configure-workday-financials-1-1-2-2.md): Learn how to activate pending security policy changes in Workday.
- [Security permissions for Accounting journal features](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials/workday-financials-zuora-configuration/security-permissions-for-accounting-journal-features.md): The permissions listed cover all of the standard Zuora fields.
- [Configure Workday Financials GL (Billing) - Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora.md): This section covers the tasks involved in configuring Workday Financials GL (Billing).
- [Authenticate your Zuora and Workday environment](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/configure-workday-financials-gl-billing.md): Learn how to authenticate your Zuora and Workday environments by navigating through the Integration Hub, configuring connection details, and validating authentication.
- [Establish the connector field mapping](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/establishing-the-connector-field-mapping.md): Learn how to extend default field mappings between Zuora and Workday to customize journal entries.
- [Billing custom attributes and FX segment field mappings](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/billing-custom-attributes-and-fx-segment-field-mappings.md): Configure mappings between Zuora Billing custom attributes and FX segment fields and Workday Accounting Center fields for use in Accounting Center rules.
- [Configure Billing custom attributes and FX segment fields](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/billing-custom-attributes-and-fx-segment-field-mappings/configure-billing-custom-attributes-and-fx-segment-fields.md): Configure the Billing source fields and FX segment fields to map custom attributes (ATR1–ATR50) and FX segments (SEG1–SEG5) from Zuora to Workday Accounting Center.
- [Specify constants to configure workday financials](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/specify-constants-to-configure-workday-financials.md): Learn how to configure Workday Financials by specifying constants through the Integration Hub.
- [Create value mappings to configure workday financials](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/creating-value-mappings-to-configure-workday-financials.md): Create value mappings in Workday Financials by using the Expressions Wizard and saving your configurations.
- [Configuring default values](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/configuring-default-values.md): Learn how to configure default values by editing field mappings and saving your changes.
- [Specify custom target fields](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/specifying-custom-target-fields.md): Learn how to create field mappings for custom fields in SAP by manually entering their names.
- [Initiating a dry run](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/configure-workday-financials-gl-billing-zuora/initiating-a-dry-run.md): Initiate a dry run to verify your settings and field mappings before transferring to the accounting operation.
- [Execute Workday Financials GL (Billing)](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/execute-workday-financials-gl-billing.md): Learn how to execute and schedule the Workday Connector to process and transfer resources to Workday, including handling errors and viewing summary reports.
- [Schedule connector execution](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/execute-workday-financials-gl-billing/schedule-connector-execution.md): Learn how to schedule and execute a connector in the Integration Hub, including adding a schedule and running the process.
- [Validating journals in Workday](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-for-billing-zuora/execute-workday-financials-gl-billing/validating-journals-in-workday.md): Learn how to validate journals in Workday, view summary reports, and record Workday document numbers in Zuora.
- [Workday Financials GL(Revenue) - Zuora](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora.md): This section outlines the key features and prerequisites for the Workday Financials GL(Revenue) - Zuora integration, currently in the Early Adopter phase.
- [Configure Zuora Revenue and Workday Financials](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configure-zuora-revenue-and-workday-financials.md): This section provides a guide to configuring Zuora Revenue and Workday Financials, including steps for executing the Revenue GL connector.
- [Configurations in Zuora Revenue](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configurations-in-zuora-revenue.md): Zuora Revenue configurations involve enabling specific profiles to facilitate the integration and functionality of the connector, including updating accounting statuses and managing journal entries.
- [Configuring GL Interface in Zuora Revenue](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-gl-interface-in-zuora-revenue.md): Learn how to configure the GL Interface in Zuora Revenue to group journal accounting entries using specific criteria.
- [Run Transfer Accounting in Zuora Revenue](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/run-transfer-accounting-in-zuora-revenue.md): Learn how to run the transfer accounting process in Zuora Revenue to create and manage journal accounting entries.
- [Configuring WorkDay Financials](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials.md): Learn how to configure Workday Financials by setting up connection settings, retrieving credentials, and completing essential configuration steps.
- [Retrieving your Workday Financials credentials](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/retrieving-your-workday-financials-credentials.md): Learn how to access your Workday Financials credentials by navigating through the Workday console and using the Web Services search and filters.
- [Assigning domain security policy permissions for Revenue](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/assigning-domain-security-policy-permissions-for-revenue.md): Assign domain security policies in Workday to manage permissions for Revenue, ensuring all standard and extended fields are accessible as needed.
- [Configuring Workday Financials GL (Revenue)](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/configuring-workday-financials-gl-revenue.md): Learn how to access and configure the Revenue GL connector for Workday Financials through the Zuora Integration Hub Marketplace.
- [Authenticating your Zuora Revenue and Workday Environments](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/authenticating-your-zuora-revenue-and-workday-environments.md): Learn how to authenticate your Zuora Revenue and Workday environments by navigating through the Integration Hub and completing necessary authentication fields.
- [Configure Email Notifications](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/configure-email-notifications.md): Learn how to configure email notifications for the Revenue GL connector in Zuora Revenue.
- [Connector Field Mapping](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/connector-field-mapping.md): Guide to mapping fields between Zuora Revenue and Workday Financials for seamless integration.
- [Executing the Workday Financial GL (Revenue)](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/executing-the-workday-financial-gl-revenue.md): Learn how to execute the Workday Financial GL connector to process and post revenue journals efficiently.
- [Run GL Connector from Transfer Accounting UI](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/run-gl-connector-from-transfer-accounting-ui.md): Learn how to execute the GL connector from the Transfer Accounting UI for each Accounting Journal Batch.
- [Validate Journals in Workday](https://zuora.ferndocs.com/docs/platform/integration/integration-hub/advanced-connectors/zuora-connector-for-workday-financials/workday-financials-glrevenue-zuora/configuring-workday-financials/validate-journals-in-workday.md): Receive an email notification with execution status and journal details after executing a connector in Workday.