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Business productivity ⇄ Accounting and finance

Agiloft to Workday integration — real-time, two-way sync

Keep Agiloft and Workday in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Agiloft and Workday

Connect the financial records in Workday with the work happening in Agiloft, so both stay current without exports or copy-paste.

Workday holds the financial truth: who the customers are, what they were billed, what they paid. Agiloft is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Customers and Invoices, Journal Entries, Custom Reports (RaaS), Workers in Workday and Attachments, Approvals, Tasks, Clause Library in Agiloft in sync, bi-directionally and in real time. Whatever records Agiloft keeps and whatever events it produces, the overlap with Workday is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Import journal entries from external billing or expense systems into Workday Financials.
  • 02 Keep supervisory-organization hierarchies aligned with planning and workforce tools that model the same structure.
  • 03 Stream Approvals and Tasks into an operational database for cycle-time, bottleneck, and SLA reporting across the contract lifecycle.
  • 04 Write contract or company records into Agiloft when a deal closes in the CRM to kick off downstream legal and procurement workflows.

Common sync patterns

Where Agiloft collects payments or triggers charges: events land in Workday

Payment and charge activity flows into Workday as it happens, so the books reflect reality without manual reconciliation.

Where Agiloft tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Agiloft handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Workday next to the customer they are helping, without logging into the finance system.

What you can sync between Agiloft and Workday

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Agiloft objects Workday objects How this pairing syncs
Contracts The core table holding contract records with value, key dates, status, type, and linked parties; created and updated two-way so contract data moves between Agiloft and a database, ERP, or CRM. Journal Entries Accounting entries imported from external subledgers into Workday Financials. Contracts is specific to Agiloft and Journal Entries to Workday — each maps to any object or custom field on the other side.
Companies Records for every organization - counterparties, vendors, customers - linked to contracts and people; read and written to keep account master data aligned with a CRM or ERP. Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs. Companies is specific to Agiloft and Custom Reports (RaaS) to Workday — each maps to any object or custom field on the other side.
People Parent table for individuals, split into Employees (internal users) and Contacts (external company contacts); synced to map signers, approvers, and account owners to CRM or HR records. Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs. People is specific to Agiloft and Workers to Workday — each maps to any object or custom field on the other side.
Attachments File records holding the executed contract PDFs and supporting documents linked to a contract; read to pull signed files out, or written to push generated documents in. Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems. Attachments is specific to Agiloft and Organizations to Workday — each maps to any object or custom field on the other side.
Approvals Per-record approval instances generated from Approval Templates and Workflows; read to report approval status and cycle time, or written to trigger and record decisions. Positions Job seats synced with recruiting and planning tools. Approvals is specific to Agiloft and Positions to Workday — each maps to any object or custom field on the other side.
Tasks Assigned action items with owners, due dates, and states tied to contracts or projects; synced two-way to surface Agiloft work inside a PM or operations system. Compensation Pay components read into payroll, planning, and equity systems under strict access control. Tasks is specific to Agiloft and Compensation to Workday — each maps to any object or custom field on the other side.

How changes propagate between Agiloft and Workday

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Agiloft Workday Sub-second propagation

DetectionAgiloft notifies Stacksync of record changes through webhook events. Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL.

DeliveryEach detected change is written to Workday through its API, with automatic retries and rate-limit backoff.

Workday Agiloft Interval-based propagation

DetectionStacksync polls Workday for changes on an incremental schedule, reading only records changed since the previous pass. Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment.

DeliveryEach detected change is written to Agiloft through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Agiloft: Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.
What ships with Agiloft ⇄ Workday

Connect Agiloft and Workday for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Agiloft–Workday connection.

Real-time

Two-way sync

Changes in Agiloft or Workday instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Agiloft or Workday data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Agiloft or Workday record.

Observability

Monitoring

Track your Agiloft ⇄ Workday sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Agiloft and Workday.

How the Agiloft and Workday connectors work

Agiloft

Integration surface
REST API (/ewws/rest/{kb}) and SOAP/EWS v2 web services (EWWSv2Service WSDL), plus a native Webhooks subscription API
Authentication
OAuth 2.0 via OAuth2 Client Setup - Authorization Code with PKCE for user-delegated apps and Client Credentials for machine-to-machine; also JWT tokens or Basic Auth with a session token from POST /ewws/rest/{kb}/login
Change detection
Native webhook subscriptions (POST /ewws/webhooks) fire on record create, edit, or delete after a GET handshake verifies the callback URL; otherwise poll each table by its Date Updated / modified-time fields. Agiloft has no database change-data-capture log.
Capabilities
read · write · webhooks
Rate limits
Agiloft publishes no fixed per-minute REST quota; throughput is instance-specific and bounded by license seats (Assigned/Floating Power User) and concurrent API sessions. Each SOAP/EWS call runs in its own transaction, and REST logins issue a session token meant to be reused rather than re-authenticated per call.

Workday

Integration surface
SOAP Workday Web Services (WWS), a REST API, and Reports-as-a-Service (RaaS) endpoints for custom reports
Authentication
OAuth 2.0 for the REST API; integration system users with WS-Security or certificate-based auth for SOAP
Change detection
Polling, including transaction-log criteria on SOAP operations to fetch objects changed since a given moment; no general webhook surface
Capabilities
read · write
How it works

How to connect Agiloft to Workday — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Agiloft and Workday with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Agiloft connected
    Workday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Agiloft and Workday objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Agiloft ⇄ Workday
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Agiloft Workday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Agiloft and Workday integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

Related integrations

Every pair below is a real-time, two-way sync. Search all 396 integrations available for Agiloft and Workday.

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