Workday Adaptive Planning

How to Make Adaptive REST API Calls for Platform Customers with User Sync Enabled If you’re a platform customer (HCM + FINS + Adaptive) or using Workday HCM or Financials alongside Adaptive and want to create custom scripts leveraging Adaptive’s REST API (XML), you’ve likely encountered a key requirement: providing Adaptive user credentials (username and password). For standalone customers or those not using user sync, this typically involves creating an integration user in Adaptive. Easy peasy.  But what if you’re using user sync? How do you supply credentials for API calls in the XML input? In this article, I’ll guide you through the steps to generate the necessary credentials when user sync is enabled. I’ll also share helpful links to official documentation to ensure a smooth integration process. 1. Overview The process allows Workday-synchronized users to make API calls to Adaptive Planning using Workday credentials . The key steps involve: Generating an OAuth token using Work...

To integrate data in Workday Adaptive Planning, customers typically use the integration module to connect with ERPs, SFTPs, AWS S3, Snowflake, SalesForce, Excel, and Google Sheets, etc.  You can also use third party platforms such as Tray.ai , Boomi , Matilion etc. which leverage Adaptive's APIs in a user friendly setup.  And lastly, you can write your very own scripts (C#, Python, Powershell...) to make these API calls.  Most  common Adaptive's API use cases Import Data from ERPs Actual summaries and transaction details (by supplier, employee...) Assets, amortization, depreciation Payroll details and taxes Import Sales data from CRMs or datalakes Pipeline, churn, opportunities and customers  Billings, bookings, revenue, ARR Import Headcount data from an HRIS Current headcount and terminations Hired, not started Wages and compensation plans Benefits and other demographics Import Other data: Exchange Rates Weather Meta data: currencies, attributes, dimensions suc...