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CRM ⇄ Accounting and finance

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

Keep Kustomer 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 Kustomer and Workday

Sync customers, invoices, and payment status between Workday and Kustomer in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Kustomer 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 Organizations, Positions, Compensation, Time Off and Absence in Workday to Companies, Custom Objects (Klasses), Users, Teams in Kustomer 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

  • Sync worker records from Workday into IT and identity systems so hires, transfers, and terminations provision access automatically.
  • Replicate worker, organization, and compensation data into a secured database for people analytics without giving analysts tenant access.
  • Sync customers bi-directionally with the CRM and ERP so agents see deal, billing, and subscription context on the timeline
  • Push order and shipment records from commerce systems into Kustomer custom objects so agents answer order-status questions without switching tools

Billing detail changes flow back

When a contact or address is corrected in Kustomer, Workday gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Kustomer when chasing a balance, and sales sees that the chase is happening.

Where Kustomer 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.

What you can sync between Kustomer 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.

Kustomer objects Workday objects
Users Agent records map conversation ownership to people in other systems. Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs.
Teams Team assignments support routing parity and reporting. Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs.
Tags Labels on conversations and customers sync for categorization and analytics. Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems.
Notes Internal annotations carry context alongside synced conversations. Positions Job seats synced with recruiting and planning tools.
Customers The central record whose timeline aggregates every interaction; external attributes sync onto it. Compensation Pay components read into payroll, planning, and equity systems under strict access control.
Conversations Support threads across channels sync outward for analytics and CRM context. Time Off and Absence Balances and requests synced with scheduling and workforce tools.
What ships with Kustomer ⇄ Workday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Kustomer 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 Kustomer or Workday record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Kustomer and Workday connectors work

Kustomer

Integration surface
REST API
Authentication
API key used as a bearer token, scoped by role
Change detection
Outbound webhooks on record events, plus polling for backfill
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits

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

    Choose tables

    Pick the Kustomer 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 · Kustomer ⇄ 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
    Kustomer Workday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Kustomer and Workday integration FAQ

SECURITY

Security teams love 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 386 integrations available for Kustomer and Workday.

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