Workday Financial Management to Microsoft SQL Server integration
Connect Workday Financial Management to Microsoft SQL Server and automatically sync your finance & accounting data. Weld extracts data from Workday Financial Management, loads it into Microsoft SQL Server, and lets you transform the data using SQL or dbt, no custom scripts required.
Source
WarehouseSourceWorkday Financial ManagementConnected- purchase_order114 cols
- purchase_order_goods_line96 cols
- purchase_order_service_line69 cols
- purchase_order_contingent_worker_line39 cols
- receipt39 cols
- receipt_line_goods_item38 cols
- Extract
- Load
- Keep in sync
DestinationMicrosoft SQL ServerReady- workday_financial_management.purchase_orderSynced
- workday_financial_management.purchase_order_goods_lineSyncing
- workday_financial_management.purchase_order_service_lineSynced
- workday_financial_management.purchase_order_contingent_worker_lineSynced
- workday_financial_management.receiptSynced
- workday_financial_management.receipt_line_goods_itemSynced
- Workday Financial Management tables
- 45
- fields, typed
- 762
- agent context included
- MCP
Trusted by data and AI teams
How to set up Workday Financial Management to Microsoft SQL Server in Weld.
In the app, with the API or an agent.
New connectionWorkday Financial ManagementAuthorisedWhy sync Workday Financial Management to Microsoft SQL Server?
Ready for analysis.
Centralizing your Workday Financial Management data in Microsoft SQL Server lets you join it with other data sources for cross-platform analytics and deeper insights.
Build reliable dashboards and reports by querying Workday Financial Management data directly in Microsoft SQL Server using SQL or your preferred BI tool.
Financial reporting
Centralize financial data from Workday Financial Management in Microsoft SQL Server for automated financial dashboards and month-end close analysis.
Centralized data warehouse
Bring Workday Financial Management data into Microsoft SQL Server alongside other sources to create a single source of truth for your organization.
Automated reporting
Replace manual exports and spreadsheet-based reporting with automated pipelines from Workday Financial Management to Microsoft SQL Server. Connect BI tools like Looker, Metabase, or Power BI.
What data can you sync?
Every Workday Financial Management table, keys intact.
Weld syncs the objects the Workday Financial Management connector exposes into Microsoft SQL Server, and you choose which tables and fields to include. The connector's docs list what is available.
- purchase_order
- purchase_order_goods_line
- purchase_order_service_line
- purchase_order_contingent_worker_line
- receipt
- receipt_line_goods_item
- purchase_order_deliverables_line
- receipt_line_service
- purchase_order_tax_code_rate
- purchase_order_goods_line_split
- purchase_order_service_line_split
- purchase_order_deliverables_line_split
- purchase_order_goods_line_alternate_item_identifier
- purchase_order_procedure
- purchase_order_goods_line_close_status
- purchase_order_service_line_close_status
- purchase_order_deliverables_line_close_status
- purchase_order_tax_code
- receipt_line_goods_item_split
- purchase_order_goods_line_split_worktag
- purchase_order_service_line_split_worktag
- purchase_order_deliverables_line_split_worktag
- purchase_order_deliverables_line_project_phase_task_subtask
- receipt_line_service_split
- purchase_order_goods_line_worktag
- purchase_order_goods_line_item_tag
- purchase_order_service_line_worktag
- purchase_order_deliverables_line_worktag
- purchase_order_deliverables_line_requisition_line
- purchase_order_deliverables_line_project_phase_task
- and 15 more
Ask your agent.
It queries Microsoft SQL Server for you.
Connect Claude, Cursor, ChatGPT or your own agent to Weld over MCP. It reads the Workday Financial Management context, finds the tables it needs and runs the query in Microsoft SQL Server.
How many purchase_order_goods_line rows do we have per purchase_order? Use our Workday Financial Management data in Microsoft SQL Server.
Reading the Workday Financial Management context first, so the query uses the right tables and keys.
Technical considerations.
What to expect.
- Incremental syncing
- Weld uses incremental syncing where supported by the Workday Financial Management API, loading only new and updated records to minimize data transfer and warehouse costs.
- Schema handling
- Weld automatically manages schema changes. If Workday Financial Management adds new fields, they're detected and added to the corresponding Microsoft SQL Server tables.
- Data freshness
- Sync frequency depends on your Weld plan. Most connectors support schedules from every 5 minutes up to daily intervals.
- Security
- All data is encrypted in transit (TLS) and at rest. Weld is SOC 2 Type II compliant and supports IP whitelisting for database connections.
Keep reading.
Guides, docs and schema.
Workday Financial Management setup guide
How to connect Workday Financial Management to Weld, step by step.
DocumentationMicrosoft SQL Server setup guide
How to connect Microsoft SQL Server to Weld, step by step.
SchemaWorkday Financial Management schema explorer
Browse all 45 tables and 762 fields.
ConnectorWorkday Financial Management connector
Everything Weld does with Workday Financial Management.
Common questions.
About Workday Financial Management to Microsoft SQL Server.
Start syncing Workday Financial Management to Microsoft SQL Server.
Set up your Workday Financial Management data pipeline in minutes. No credit card required. Free for 14 days.
SourceWarehouse
