Workiva Data Connections · IT teams can create their own connections using the Workiva connections...

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IN WDESK Wdesk Database Prep OUTSIDE CONNECTIONS MRI SAP Anaplan NetSuite SQL Database Workday Data Warehouse Sage Intacct Host Analytics Salesforce Automation No more manual effort. Connect your ERP, GL, or data warehouse to Workiva solutions. When you need the latest information, just click “Update” to refresh the data. Data governance A comprehensive audit trail tracks the history of data from external systems. View details such as source systems, datasets, date and time of updates, and who pulled the data. Reduced risk Direct connections eliminate the need to export data to Excel or manually handle before entering Wdesk. Fewer steps mean less chance of human error. Connected for consistency Data from external systems can be leveraged across the Workiva platform. Create a single source of secure, reliable, and reusable data for your organization. Workiva Data Connections The leading cloud platform for connected data, reporting, and compliance solutions Pre-built connectors enable organizations to connect data from common enterprise systems to the Workiva platform. Users can connect, manage, and refresh data from external systems directly within Workiva applications. In addition to pre-built connections, external data can be brought in through Wdesk Excel ® Sync and public APIs. Leverage Workiva APIs for bidirectional data flow with connected data warehouses, enterprise and bespoke systems, and other legacy software. Increase data accessibility by using a pre-built connector, or build custom integrations via Workiva APIs.

Transcript of Workiva Data Connections · IT teams can create their own connections using the Workiva connections...

Page 1: Workiva Data Connections · IT teams can create their own connections using the Workiva connections toolkit. Or, you can request Workiva support for building connections for an in-house

IN WDESKWdesk DatabasePrep

OUTSIDECONNECTIONS

MRI

SAP

Anaplan

NetSuite

SQL Database

Workday

Data Warehouse

Sage Intacct

Host Analytics

Salesforce

Automation

No more manual effort. Connect your ERP, GL, or data warehouse to Workiva solutions. When you need the latest information, just click “Update” to refresh the data.

Data governance

A comprehensive audit trail tracks the history of data from external systems. View details such as source systems, datasets, date and time of updates, and who pulled the data.

Reduced risk

Direct connections eliminate the need to export data to Excel or manually handle before entering Wdesk. Fewer steps mean less chance of human error.

Connected for consistency

Data from external systems can be leveraged across the Workiva platform. Create a single source of secure, reliable, and reusable data for your organization.

Workiva Data Connections The leading cloud platform for connected data, reporting, and compliance solutions

Pre-built connectors enable organizations to connect data from common enterprise systems to the Workiva platform. Users can connect, manage, and refresh data from external systems directly within Workiva applications.

In addition to pre-built connections, external data can be brought in through Wdesk Excel® Sync and public APIs. Leverage Workiva APIs for bidirectional data flow with connected data warehouses, enterprise and bespoke systems, and other legacy software.

Increase data accessibility by using a pre-built connector, or build custom integrations via Workiva APIs.

Page 2: Workiva Data Connections · IT teams can create their own connections using the Workiva connections toolkit. Or, you can request Workiva support for building connections for an in-house

Data Connections

Support is available for a wide variety of connectors, including: • Anaplan• Host Analytics®

• MRI• NetSuite®

Access connected data directly from a drop-down menu. Link connected data throughout the Workiva platform, and refresh data with a single click.

Wdata APIs

IT teams can create their own connections using the Workiva connections toolkit. Or, you can request Workiva support for building connections for an in-house system.

About Workiva

Workiva, the leading cloud platform for connected data, reporting and compliance solutions, is used by thousands of enterprises across 120 countries, including more than 75 percent of Fortune 500® companies, and by government agencies. Our customers have linked over five billion data elements to trust their data, reduce risk and save time. For more information about Workiva (NYSE:WK), please visit workiva.com.

To learn more, visit workiva.com/connections

DS20190111-J70966

workiva.com | [email protected] | 888.275.3125

• Salesforce®

• SAP®

• Sage Intacct®

• Workday®

The information contained herein is proprietary to Workiva and cannot be copied, published, or distributed without express prior written consent. Copyright 2019 Workiva Inc. Workiva and Wdesk are registered trademarks of Workiva Inc. All rights reserved.

Excel is a registered trademark of Microsoft Corporation in the United States and/or other countries. The Host Analytics solution is the common law and/or registered trademark of Host Analytics, Inc. in the United States and/or in other countries. NetSuite is a registered trademark of NetSuite Inc. in the United States and other countries. Salesforce is a trademark of Salesforce.com, inc., and is used here with permission.SAP S/4HANA is a registered trademark of SAP SE in Germany and in several other countries. Intacct is a registered trademark of the Intacct Corporation in the United States. Workday is a registered trademark of Workday, Inc, registered in the United States and elsewhere.

Workiva helped me get data easily and link everything. We had document control—rather than having documents all over the place and not knowing where we were. —Jennifer Bartlett, SEC Analyst II, Blackbaud