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CRM ⇄ Accounting and finance

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

Keep Affinity 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 Affinity and Workday

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

Finance and sales describe the same customers in different systems. Affinity 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 Customers and Invoices, Journal Entries, Custom Reports (RaaS), Workers in Workday to Opportunities, Field Values, Notes, Interactions in Affinity 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

  • Import journal entries from external billing or expense systems into Workday Financials.
  • Keep supervisory-organization hierarchies aligned with planning and workforce tools that model the same structure.
  • Sync notes and reminders into project or task systems used outside the deal team.
  • Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.

Billing detail changes flow back

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

Collections with context

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

Where Affinity 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 Affinity 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.

Affinity objects Workday objects
Organizations Company records matched to accounts in other systems by domain. Journal Entries Accounting entries imported from external subledgers into Workday Financials.
Opportunities Deal records tracked on lists and synced with pipeline reporting. Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs.
Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs.
Notes Meeting and call notes synced for record-keeping in other systems. Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems.
Interactions Automatically captured emails and meetings, read for activity reporting. Positions Job seats synced with recruiting and planning tools.
Reminders Follow-up tasks associated with people and organizations. Compensation Pay components read into payroll, planning, and equity systems under strict access control.
What ships with Affinity ⇄ Workday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Affinity 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 Affinity or Workday record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Affinity and Workday connectors work

Affinity

Integration surface
REST API
Authentication
API key
Change detection
Webhook subscriptions for record events, supplemented by polling
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's published 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 Affinity 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 Affinity 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
    Affinity connected
    Workday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Affinity 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 Affinity and Workday.

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