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CRM ⇄ Accounting and finance

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

Keep Close 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 Close and Workday

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

Finance and sales describe the same customers in different systems. Close 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 Compensation, Time Off and Absence, Payroll Results, Suppliers in Workday to Contacts, Opportunities, Activities, Tasks in Close 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

  • Replicate worker, organization, and compensation data into a secured database for people analytics without giving analysts tenant access.
  • Push completed payroll results into a finance system or data warehouse each pay cycle.
  • Push call, SMS, and email activity data into a warehouse for rep performance and outreach-cadence analysis.
  • Write product usage or firmographic data from an internal database onto Close lead custom fields to prioritize follow-up.

Where Close 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.

Payment status on the account

Invoice and payment status from Workday appears on the account in Close, so reps see overdue balances before they promise the next order.

Billing detail changes flow back

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

What you can sync between Close 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.

Close objects Workday objects
Leads The top-level record in Close; represents a company and holds its contacts, opportunities, and activity history. Suppliers Workday Financials vendor records aligned with procurement tools.
Contacts People nested under a lead, with emails and phone numbers used for outreach syncs. Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used.
Opportunities Deal records with value, confidence, and status; commonly synced to reporting and billing systems. Journal Entries Accounting entries imported from external subledgers into Workday Financials.
Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. Custom Reports (RaaS) Tenant-defined reports exposed as web service endpoints, often the practical read surface for syncs.
Tasks Follow-up items assigned to users; synced for workload and SLA reporting. Workers The central HCM record covering employment, job, and personal data; the anchor of most syncs.
Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. Organizations Supervisory and company hierarchies read to drive routing and reporting in other systems.
What ships with Close ⇄ Workday

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Close 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 Close or Workday record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Close and Workday connectors work

Close

Integration surface
REST API
Authentication
API key (sent via HTTP Basic auth)
Change detection
Webhook subscriptions for record events, with polling on date_updated fields for backfills
Capabilities
read · write · webhooks
Rate limits
Subject to per-endpoint rate limits communicated in response headers

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 Close 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 Close 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
    Close connected
    Workday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

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

Close 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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Close and Workday.

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