Workday Financial Management to PostgreSQL integration

Connect Workday Financial Management to PostgreSQL and automatically sync your finance & accounting data. Weld extracts data from Workday Financial Management, loads it into PostgreSQL, and lets you transform the data using SQL or dbt, no custom scripts required.

4.8 on G2
Workday Financial ManagementSource
WeldWeld
PostgreSQLWarehouse
Weld · New sync
Workday Financial ManagementSourceWorkday Financial ManagementConnected
Tables to sync
  • 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
PostgreSQLDestinationPostgreSQLReady
workday_financial_management schema
  • 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

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How it works

How to set up Workday Financial Management to PostgreSQL in Weld.
In the app, with the API or an agent.

Weld · New Workday Financial Management sync
Workday Financial ManagementNew connectionWorkday Financial ManagementAuthorised
Connection nameworkday_financial_management
AuthorizeOpens Workday Financial Management to grant read access
Use cases

Why sync Workday Financial Management to PostgreSQL?
Ready for analysis.

Centralizing your Workday Financial Management data in PostgreSQL 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 PostgreSQL using SQL or your preferred BI tool.

  • Financial reporting

    Centralize financial data from Workday Financial Management in PostgreSQL for automated financial dashboards and month-end close analysis.

  • Centralized data warehouse

    Bring Workday Financial Management data into PostgreSQL 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 PostgreSQL. Connect BI tools like Looker, Metabase, or Power BI.

Schema

What data can you sync?
Every Workday Financial Management table, keys intact.

Weld syncs the objects the Workday Financial Management connector exposes into PostgreSQL, and you choose which tables and fields to include. The connector's docs list what is available.

Open the schema explorer
All 45 tables
  • 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
Weld MCP server

Ask your agent.
It queries PostgreSQL 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 PostgreSQL.

Claude CodeOpus 5
>

How many purchase_order_goods_line rows do we have per purchase_order? Use our Workday Financial Management data in PostgreSQL.

Reading the Workday Financial Management context first, so the query uses the right tables and keys.

●weld·search_available_references
⎿raw.workday_financial_management.purchase_order_goods_line
raw.workday_financial_management.purchase_order
+ 43 more Workday Financial Management tables
●weld·get_reference_schema
⎿purchase_order_goods_line · 96 columns
joins purchase_order on purchase_order_id
●weld·run_query
⎿select j.id, count(*) from {{raw.workday_financial_management.purchase_order_goods_line}} p
join {{raw.workday_financial_management.purchase_order}} j on p.purchase_order_id = j.id
group by 1
submitted
●weld·get_query_status
⎿DONE
●weld·get_query_result
⎿rows returned
✓Answered from Workday Financial Management data in PostgreSQL
>Ask about your Workday Financial Management data
Under the hood

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 PostgreSQL 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.
FAQ

Common questions.
About Workday Financial Management to PostgreSQL.

Start syncing Workday Financial Management to PostgreSQL.

Set up your Workday Financial Management data pipeline in minutes. No credit card required. Free for 14 days.

Workday Financial ManagementSource
WeldWeld
PostgreSQLWarehouse