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Supported syncing

For more information about sync modes, refer to the sync modes docs.

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Connect to Workday Adaptive Planning

Go to the Destinations overview page and click the Add destination button. Select Workday Adaptive Planning and click Continue. You can then authenticate Hightouch to Workday Adaptive Planning by entering the following required fields into Hightouch:
  • Workday Username
  • Workday Password
Once you’ve entered these fields, click Continue. Give your destination a descriptive name and Finish the destination connection setup.

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Sync configuration

Once you’ve set up your Workday Adaptive Planning destination and have a model to pull data from, you can set up your sync configuration to begin syncing data. Go to the Syncs overview page and click the Add sync button to begin. Then, select the relevant model and the Workday Adaptive Planning destination you want to sync to. The Workday Adaptive Planning destination allows you to Mirror your data to a spreadsheet or insert new rows with Insert mode.
Mirror mode replaces the entire selected sheet’s contents with the rows from your model. Ensure that your sheet doesn’t contain data that shouldn’t be overwritten if you select this mode.

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Syncing modeled sheets

You can insert rows into or completely replace the selected modeled sheet with data from your model. To begin, select the sheet you want to sync data to and its version.

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Record matching

In Insert and Mirror mode, Workday Adaptive Planning automatically generates an identifier for every new record synced, so there is no need to match an existing record.

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Field mapping

Hightouch lets you sync sheet fields via field mapping. You can map data from any of your model columns to your modeled sheet fields. Workday Adaptive Planning requires the following fields, so you must map them to complete your configuration:
  • Approval
  • Asset Class
  • Level
  • Priority
Ensure your model columns data types match the data types of the fields you want to sync to.
Workday Adaptive Planning uses numbers to represent boolean values. Use 0 for false and 1 for true.

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Tips and troubleshooting

To see the exact API requests and responses from each sync run, use the live debugger. To get notified by Slack, PagerDuty, SMS, or email when a sync fails, set up sync alerts. If you run into an issue this page doesn’t cover, .

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Common errors

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Data containing pipe symbols

Workday Adaptive Planning uses the pipe symbol (|) to separate the sheet’s columns. Make sure your data does not contain any pipe symbols since it will cause a mismatch in the header and row data.
Last modified on May 30, 2023