Real-time
Two-way sync
Changes in DealCloud or Workday instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
DealCloud to Workday integration — real-time, two-way sync
Keep DealCloud 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.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect DealCloud and Workday
Sync customers, invoices, and payment status between Workday and DealCloud in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. DealCloud knows the relationship: who the contacts are and what is in motion with the account. Workday knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Workers, Organizations, Positions, Compensation in Workday to Investment, Relationship, Activity, Task in DealCloud with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Sync worker records from Workday into IT and identity systems so hires, transfers, and terminations provision access automatically.
- 02 Replicate worker, organization, and compensation data into a secured database for people analytics without giving analysts tenant access.
- 03 Mirror DealCloud activities and tasks into an operational database to power internal dashboards without hitting the API on every read.
- 04 Push portfolio and fund performance data from a warehouse into DealCloud so dealmakers see up-to-date metrics on each investment.
Common sync patterns
Where DealCloud tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Workday with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Workday appears on the account in DealCloud, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in DealCloud, Workday gets the update before the next invoice goes out.
What you can sync between DealCloud 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.
| DealCloud objects | Workday objects | How this pairing syncs | |
|---|---|---|---|
| Company Synced with incremental and full sync. | Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs. | Company is specific to DealCloud and Workers to Workday — each maps to any object or custom field on the other side. | |
| Contact Synced with incremental and full sync. | Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems. | Contact is specific to DealCloud and Organizations to Workday — each maps to any object or custom field on the other side. | |
| Fund Synced with incremental and full sync. | Positions Job seats synced with recruiting and planning tools. | Fund is specific to DealCloud and Positions to Workday — each maps to any object or custom field on the other side. | |
| Investment Synced with incremental and full sync. | Compensation Pay components read into payroll, planning, and equity systems under strict access control. | Investment is specific to DealCloud and Compensation to Workday — each maps to any object or custom field on the other side. | |
| Relationship Synced with incremental and full sync. | Time Off and Absence Balances and requests synced with scheduling and workforce tools. | Relationship is specific to DealCloud and Time Off and Absence to Workday — each maps to any object or custom field on the other side. | |
| Activity Synced with incremental and full sync. | Payroll Results Completed pay data exported to finance and benefits systems. | Activity is specific to DealCloud and Payroll Results to Workday — each maps to any object or custom field on the other side. |
How changes propagate between DealCloud 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.
DealCloud Workday Interval-based propagation
DetectionStacksync polls DealCloud for changes on an incremental schedule, reading only records changed since the previous pass. Incremental via each entry's last-modified timestamp.
DeliveryEach detected change is written to Workday through its API, with automatic retries and rate-limit backoff.
Workday DealCloud 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 DealCloud through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- DealCloud: API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
What ships with DealCloud ⇄ Workday
Connect DealCloud and Workday for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every DealCloud–Workday connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever DealCloud 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 DealCloud or Workday record.
Observability
Monitoring
Track your DealCloud ⇄ Workday sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between DealCloud and Workday.
How the DealCloud and Workday connectors work
DealCloud
- Integration surface
- REST API (DealCloud Data API v2)
- Authentication
- OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes
- Change detection
- Incremental via each entry's last-modified timestamp; DealCloud has no universal native change-data-capture, so Stacksync polls modified rows on an interval
- Capabilities
- read · write
- Rate limits
- API request limits apply per firm tenant; Stacksync manages throttling and retries automatically.
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 DealCloud 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.
- 01
Connect your apps
Authenticate DealCloud 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.
DealCloud
connected
Workday
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the DealCloud 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.
objects · DealCloud ⇄ WorkdayCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
DealCloud WorkdayCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
DealCloud and Workday integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between DealCloud and Workday: authenticate both systems, choose the objects to sync (such as DealCloud's Company and Contact), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for DealCloud and Workday: Where DealCloud tracks deals: closed-won creates the finance record; Payment status on the account; Billing detail changes flow back. A won opportunity creates or updates the customer in Workday with the right billing details, so invoicing starts without re-keying.
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DealCloud: REST API (DealCloud Data API v2). Authentication: OAuth 2.0 client-credentials; a DealCloud administrator generates a client ID and secret in the DealCloud admin API settings and grants Stacksync the required scopes. Workday: 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. Stacksync manages authentication, retries, and rate limits on both sides.
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Workday: Workday data is effective-dated: records carry validity dates, and reads can be scoped to an as-of moment, which shapes how syncs interpret changes. DealCloud: There is no universal native change-data-capture, so incremental sync relies on each entry's last-modified timestamp. Stacksync's field mapping accounts for these differences between DealCloud and Workday without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means DealCloud and Workday records are not retained after a sync operation.
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 392 integrations available for DealCloud and Workday.
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