WORKDAY CERTIFIED SELECT PARTNER

Ascend & Workday Financial Management Integration

workday part-1

ElevateAP is a comprehensive application that seamlessly interacts with Workday Financial Management through a certified bi-directional integration with Workday APIs. This integration enables ElevateAP to automatically send fully coded invoices into Workday, making use of real-time data such as Suppliers and POs to enhance Invoice automation. ElevateAP features real-time monitoring and alert functions for all invoice data that is processed between ElevateAP and Workday.

High-level integration architecture

This diagram illustrates the high-level integration between Workday and ElevateAP’s services.

Workday integration

Certified AP Automation integration

ElevateAP is the only AP automation platform exclusively built for Workday. This certification ensures the integration meets at least 90% of AP automation requirements across the Workday customer base.

  • Business continuity - As a certified partner, ElevateAP has access to a Workday Development environment that enables us to plan, test, and build for the next Workday release. This ensures that our customers never experience downtime in invoice processing due to changes in upcoming Workday releases.

  • Highest level of scrutiny - Workday carefully evaluates and tests the design of our integration to ensure that it meets their rigorous standards for certified partners.

  • Integration review - Workday conducts a thorough evaluation of the integration and security of our application to ensure a seamless integration, compliance with industry standards, and optimal data throughput.

  • Exclusive Support - Certified partner have access to integration support specialists to ensure rapid response if ever needed.

  • On the Workday Marketplace - It's worth noting that Workday actively vets AP Automation platforms for their performance and integration capabilities. While many platforms are available, only 2 are promoted by Workday themselves.

Integration Information

  • Ensure your master data is always up to date with our seamless integration between Workday and ElevateAP. Workday serves as the authoritative system of record for all documents and data.

  • All data is transferred to ElevateAP every 4 hours and users at any time can sync the data in real-time.

  • Data consists of Supplier lists, Purchase Orders, Payments, Chart of accounts (COA), Entities (organizations), Worktags, Tax, and all other data necessary to automate invoice processing.

  • Once invoices have undergone complete processing, including ingestion, coding, matching, and validation, they are seamlessly submitted to Workday. Eliminating the hassle of manual data transfers, ElevateAP ensures smooth and accurate submission of fully processed invoices to Workday.

  • Effortlessly reconcile both systems by seamlessly syncing changes in invoice status between Workday and ElevateAP. Keep track of each invoice's status update in Workday and reflect it accurately in ElevateAP, ensuring smooth reconciliation for users.

 

Frequently asked questions

  1. Does ElevateAP support custom Worktags?

    Yes, we sync all worktags, including custom worktags.

  2. Does ElevateAP become the system of record for any accounts payable data?

    No, Workday is always the system of record for both data and documents. ElevateAP will indefinitely store all data as an additional resource for AP teams to quickly identify invoice, supplier, and payment information.

  3. How frequently is data synchronized from Workday into ElevateAP?

    Data is synchronized based on how often it is likely to change. For example PO data is automatically synced every 4 hours but company data is synced daily. Users always have the option to update data on the fly if they need to quickly sync  

  4. How long does it take to implement ElevateAP with Workday?

    Our typical implementation timeline spans 6-8 weeks, encompassing key stages such as discovery, education, configuration, and user acceptance testing (UAT). We prioritize a seamless onboarding experience to ensure minimal disruption to your operations.

  5. What IT resources are required to integrate ElevateAP with Workday?

    We require the AP business process owner and a single Workday integration specialist.  


Integration security measures

    • We support Workday’s highest level of security authentication for the integration between ElevateAP and Workday. ElevateAP also support SSO with OAuth for users.

    • ElevateAP’s user have specific roles that allow granular access to the system and document data.