Connectors

Connect to on-premises and cloud applications, natively and bi-directionally.

Access the data you need, when you need it. Workiva connectors make pulling and refreshing data easy. Processes are automated, scheduled, and secure.

How it works

  • Connect

    Easily create connections to cloud and on-premise ERP, consolidation, budgeting and planning, and other financial and operational applications.

    connected data connections
  • Integrate

    Connect applications with point-and-click convenience. Build connectors that leverage existing system reports as data sources or build sophisticated connections from source system data tables.

    connected data build
  • Automate

    Run and monitor data integrations in either an on-demand or scheduled process.

    connected data execute
  • Approve

    Maintain control with an approval workflow to ensure data is approved before it is moved.

    connected data approve

Application connections

Anaplan

Directly import from Salesforce, NetSuite, and relational and export to corresponding targets. Execute actions and processes on schedule or from an Anaplan dashboard.

BlackLine

Perform data imports and exports to support native and bi-directional exchange of data from a variety of source and target systems.

Host Analytics®

Take advantage of native integration with Host Analytics to manage application tasks and bi-directionally load and export data and segment metadata.

NetSuite®

Integrate Oracle NetSuite ERP and financial data into any target as well as direct Anaplan to NetSuite integration.

Oracle® Essbase

Leverage native and bi-directional Oracle Essbase connectivity, and intelligent application specific automation functionality.

Oracle® HFM

Use a suite of functions for Oracle Hyperion Financial Management (HFM) to manage application data, end-user access, and load and export application data.

Salesforce®

Rely on high-throughput bi-directional data exchange with any source or target combined with helpful administrative functions to manage objects and check on daily API limits.

SAP® HANA

Perform SAP HANA database operations across other applications to tightly and bi-directionally integrate data stored in SAP HANA with other apps.

Workday®

Securely execute native Workday custom reports and dynamically refresh Workday import templates for standardized reporting.

Standard connections

Amazon Redshift

Support Amazon Redshift to query and insert data, along with an open capability to run relational commands.

Amazon S3

Interact with the AWS S3 service that includes upload, download, and manage files, manage buckets, lists objects, and pre-sign object URLs.

FTP/FTPS

Connect to FTP and FTPS server and easily download, upload, copy, move, and list files on an FTP(S) server.

File Utilities

Utilize automation commands to remotely manage, control, and compress files and folders on Windows, Linux, and MacOS operating systems.

IBM® Db2

Perform Db2 database operations across other applications to tightly and bi-directionally integrate data stored in Db2 with other apps.

Microsoft® Power BI

Leverage Power BI connectivity including exporting/importing data and managing the various objects that make up your Power BI deployment.

Microsoft® SQL Server

Perform relational operations across other applications to tightly and bi-directionally integrate relational systems with other applications.

MySQL

Perform MySQL database operations across other applications to tightly and bi-directionally integrate data stored in MySQL with other apps.

Oracle® ADW | RDBMS

Perform Oracle ADW | RDBMS database operations across other applications to tightly and bi-directionally integrate data stored in Oracle ADW | RDBMS with other apps.

Rest API

Interact with any system with a standard web services interface. This capability enables Workiva to handshake with virtually any system with a published REST API.

Run Scripts

Remotely execute batch operations and executables to extend and customize the Workiva automation capabilities.

SFTP/FTPS

Securely transfer and manage files and folders on remote SFTP and FTPS servers.

Excel, Power BI, and SQL Server are registered trademarks 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. Oracle is a registered trademarks of Oracle and/or its affiliates. Amazon S3, Amazon Redshift, Amazon, and Redshift are trademarks or registered trademarks of Amazon Web Services, Inc. or its subsidiaries in Canada, United States and/or other countries.

  • Now, we have time to actually look at the data rather than continue to fight with our system.

  • The fundamental problem that Workiva seeks to solve is availability of data in the right place at the right time.

  • Having peace of mind in terms of the accuracy of the data is extremely powerful.

  • If you're able to spend less time mining data and more time analyzing, there's more value in the work that you're doing.

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Financial Reporting

Transform your financial reporting and close processes with Workiva.

See what connected data can do for you