> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nectarclimate.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Workday Financials

> Connect Bill Pay to Workday Financials for automated AP posting.

<Tip>Need help in this area? See [Bill Pay FAQ](/platform/bill-pay/faq) or email [support@nectarclimate.com](mailto:support@nectarclimate.com).</Tip>

The Workday Financials integration posts coded utility bills from Nectar into your Workday tenant as **supplier invoices**. Nectar connects to the Workday **Financial Management** and **Procurement** APIs using an **Integration System User (ISU)** with **OAuth 2.0**, configured through the Bill Pay destination wizard.

## How the connection works

Nectar creates each bill as a Workday **Supplier Invoice** and submits it to the **Supplier Invoice business process**. Depending on your tenant configuration, this uses the REST `supplierInvoices` resource (`/ccx/api/procurement/v1/{tenant}/supplierInvoices`) or the Workday Web Services (WWS) `Submit_Supplier_Invoice` / `Import_Supplier_Invoice` operations for higher-volume, schema-validated loads.

Each invoice payload references the **company**, **supplier**, invoice date, currency, and line items with the correct **spend category** and **worktags** (cost center, region, project, and other financial dimensions). Nectar resolves supplier and company **Workday IDs** before submitting, and checks for an existing invoice by supplier and invoice number to avoid duplicates.

## Connection fields

Configure these fields when you select **Workday Financials**:

| Field                | Description                             | Example                            |
| -------------------- | --------------------------------------- | ---------------------------------- |
| **Destination name** | Label for this connection in Nectar     | `Workday Finance`                  |
| **Tenant name**      | Your Workday tenant identifier          | `acme_corp`                        |
| **Hostname**         | Workday services hostname               | `impl-services1.wd5.myworkday.com` |
| **Client ID**        | Integration client ID                   | *(secret)*                         |
| **Client secret**    | Integration client secret               | *(secret)*                         |
| **Refresh token**    | OAuth refresh token for the integration | *(secret)*                         |

Client ID, client secret, and refresh token are stored as encrypted credentials.

## Set up in Nectar

<Steps>
  <Step title="Open the ERP wizard">
    Go to [**Bill Pay > Destinations**](https://dash.nectarclimate.com/bill-pay/destinations/new/integration), click **AP/ERP Integrations**, and select **Workday Financials**.
  </Step>

  <Step title="Enter connection details">
    Provide the destination name, tenant, hostname, client ID, client secret, and refresh token from your Workday integration administrator.
  </Step>

  <Step title="Review and create">
    Confirm the settings and click **Create integration**.
  </Step>

  <Step title="Add a routing rule">
    Create a [routing rule](/platform/bill-pay/rules) with **Route to AP integration** targeting your Workday destination.
  </Step>
</Steps>

## What your Workday team configures

Your Workday integration team typically:

1. Creates an **Integration System User (ISU)** and registers an **API Client** (OAuth 2.0) with a refresh token, scoped to the Financial Management and Procurement endpoints used for supplier invoice submission.
2. Grants the ISU a security group with access to the **Supplier Invoice business process** and provides the **tenant**, **hostname**, **Client ID**, **Client secret**, and **refresh token**.
3. Confirms **company**, **supplier**, **spend category**, and **worktag** (cost center / financial dimension) mappings for utility bills.

Use a sandbox (implementation) tenant for initial validation when available. Teams that prefer file-based loads can use an **EIB** during onboarding.

## FAQ

<AccordionGroup>
  <Accordion title="Do I need a refresh token?">
    Yes. The Workday wizard requires a client ID, client secret, and refresh token from your registered API Client so Nectar can maintain authorized OAuth 2.0 access as the Integration System User.
  </Accordion>

  <Accordion title="How are cost centers and dimensions handled?">
    Nectar maps your [GL coding rules](/platform/bill-pay/rules) to Workday **spend categories** and **worktags** (cost center, region, project, and other financial dimensions) on each supplier invoice line. Confirm the worktag model with your Workday team during onboarding so invoices pass business-process validation.
  </Accordion>

  <Accordion title="How do I verify delivery?">
    Check the [bill audit trail](/platform/bill-pay/decisions) for the **Route to AP integration** action and delivery status on your Workday destination.
  </Accordion>
</AccordionGroup>

## Related pages

* [ERP integrations overview](/platform/bill-pay/erp-integrations/overview)
* [Destinations](/platform/bill-pay/destinations)
* [Bill audit](/platform/bill-pay/decisions)