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Business productivity ⇄ Accounting and finance

Microsoft 365 to Workday integration — real-time, two-way sync

Keep Microsoft 365 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 Microsoft 365 and Workday

Connect the financial records in Workday with the work happening in Microsoft 365, so both stay current without exports or copy-paste.

Workday holds the financial truth: who the customers are, what they were billed, what they paid. Microsoft 365 is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Positions, Compensation, Time Off and Absence, Payroll Results in Workday and Teams, Planner & To Do Tasks, Users, Groups in Microsoft 365 in sync, bi-directionally and in real time. Whatever records Microsoft 365 keeps and whatever events it produces, the overlap with Workday is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

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.
  • Archive mail and file metadata into a warehouse for compliance and activity analytics.
  • Keep CRM contacts and Microsoft 365 contacts aligned in both directions.

Where Microsoft 365 tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Microsoft 365 handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Workday next to the customer they are helping, without logging into the finance system.

Where Microsoft 365 collects payments or triggers charges: events land in Workday

Payment and charge activity flows into Workday as it happens, so the books reflect reality without manual reconciliation.

What you can sync between Microsoft 365 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.

Microsoft 365 objects Workday objects
Planner & To Do Tasks Task items synced with project and work-management tools. Compensation Pay components read into payroll, planning, and equity systems under strict access control.
Users Entra ID user accounts synced with HR and identity systems. Time Off and Absence Balances and requests synced with scheduling and workforce tools.
Groups Microsoft 365 and security groups kept aligned with org structure and access rules. Payroll Results Completed pay data exported to finance and benefits systems.
Mail Messages Exchange Online messages read for logging, archiving, or activity capture. Suppliers Workday Financials vendor records aligned with procurement tools.
Calendar Events Events synced with scheduling tools and CRMs for meeting visibility. Customers and Invoices Financials receivables objects synced for billing visibility where Workday Financials is used.
Contacts Personal and org contacts kept consistent with CRM contact records. Journal Entries Accounting entries imported from external subledgers into Workday Financials.
What ships with Microsoft 365 ⇄ Workday

Connect Microsoft 365 and Workday for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Microsoft 365–Workday connection.

Real-time

Two-way sync

Changes in Microsoft 365 or Workday instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Microsoft 365 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 Microsoft 365 or Workday record.

Observability

Monitoring

Track your Microsoft 365 ⇄ Workday sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Microsoft 365 and Workday.

How the Microsoft 365 and Workday connectors work

Microsoft 365

Integration surface
REST API (Microsoft Graph)
Authentication
OAuth 2.0 via Microsoft Entra ID, with delegated or application permissions
Change detection
Graph change notifications (webhooks) plus delta queries for incremental sync
Capabilities
read · write · webhooks

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 Microsoft 365 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 Microsoft 365 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
    Microsoft 365 connected
    Workday connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Microsoft 365 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 · Microsoft 365 ⇄ 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
    Microsoft 365 Workday
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Microsoft 365 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 Microsoft 365 and Workday.

Popular · 8 of 386
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