--- title: Workday Financials Spoke description: The Workday Financials spoke is built by Bristlecone, Inc. Manage resources, business units, journals, cost centers, and so on, in Workday Financials application from your ServiceNow instance. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/integrate-applications/integration-hub/workday-fin-spoke.html release: australia product: Integration Hub classification: integration-hub topic_type: concept last_updated: "2026-03-12" reading_time_minutes: 9 breadcrumb: [Integration Hub spokes, Build integrations, Integration Hub, Workflow Data Fabric] --- # Workday Financials Spoke The Workday Financials spoke is built by Bristlecone, Inc. Manage resources, business units, journals, cost centers, and so on, in Workday Financials application from your ServiceNow instance. ## Request apps on the Store Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) to view all the available apps, and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the [ServiceNow Store version history release notes](https://www.servicenow.com/docs/r/store-release-notes/sn-store-release-notes.html). ## Integration Hub subscription This spoke requires an Integration Hub subscription. For more information, see [Legal schedules - IntegrationHub overview](https://www.servicenow.com/content/dam/servicenow-assets/public/en-us/doc-type/legal/snc-addendum-integrationhub.pdf). ## Spoke version Workday Financials spoke v2.2.0 is the latest version. For version history of the spoke, see [Workday Financials spoke release notes](https://www.servicenow.com/docs/r/store-release-notes/store-integrationhub-rn-workday-financials.html). ## Supported versions This spoke was built for Workday Financials SOAP API version v39.0, but may be compatible with later versions. ## Spoke requirements To set up the integration, perform these: 1. Register Integration System User. **Note:** While filling account information details, ensure that you select the **Do Not Allow UI Sessions** check box. 2. Create a security group and assign it to the integration system user. 1. In **Action**, navigate to **Security Group** > **Maintain Domain Permissions for Security Group** and provide these permissions: |Operation|Domain Security Policy|Domain Security Policies Inheriting Permission|Functional Areas| |---------|----------------------|----------------------------------------------|----------------| |Get Only|Set Up: Worktags - Business Units| |Common Financial Management Worktags| |Get Only|Set Up: Ledger and Book| |Common Financial Management| |Get and Put|Process: Journals - Core| |Financial Accounting| |Get Only|Process: Journals - View| |Financial Accounting| |Get and Put|Process: Purchase Order - Cancel| |Procurement| |Get Only|Process: Advance Ship Notice - View| |Procurement| |Get Only|Process: Supplier Invoice - New| |Supplier Accounts| |Get Only|Process: Request for Quotes - View| |Procurement| |Get Only|Set Up: Accounts| |Common Financial Management| |Get Only|Create: Cost Center| |Organizations and Roles| |Get Only|Set Up: Currency Rates| |Common Financial Management| |Get Only|Set Up: Currency \(Compensation functional area\)| |Core Compensation| |Get Only|Integration Build| |Integration| |Get Only|Process: Business Assets| |Business Asset Tracking| |Get Only|Set Up: Expense Item| |Expenses| |Get Only|Set Up: Purchase Item| |Procurement| |Get Only|Reports: Supplier| |Supplier| |View Only|Process: Purchase Order - Reporting| |Procurement| |Get and Put|Integration Event| |Integration| |View Only|Integration Security| |Integration| **Note:** Ensure that the domain security policies are activated for the security group. 2. Configure the business process policies of your security group and provide these permissions:
Operation Business Process Type Functional Area
Initiate \(Register Asset \(Web Service\)\) Asset Registration Event - Business Asset Accounting - Business Asset Tracking
Initiate \(Submit Purchase Order Change Order \(Web Service\)\) Change Order Procurement
Initiate \(Submit Purchase Order \(Web Service\)\) Purchase Order Event Procurement
Initiate \(Submit Receipt \(Web Service\)\) Receipt Procurement
Initiate \(Submit Supplier \(Web Service\)\) Supplier Event Supplier
Initiate \(Submit Supplier Invoice \(Web Service\)\) Supplier Invoice Event Supplier Accounts
**Note:** Ensure that the business process security policies are activated for the security group. ## Spoke dependencies If you’re having trouble installing the app, ensure that these dependent plugins are installed: - ServiceNow IntegrationHub Action Step - SOAP \(com.glide.hub.action\_step.soap\) - ServiceNow IntegrationHub Action Step - REST \(com.glide.hub.action\_step.rest\) - ServiceNow Flow Designer - Dynamic Inputs \(com.glide.hub.dynamic\_inputs\) - ServiceNow Flow Designer - Dynamic Outputs \(com.glide.hub.dynamic\_outputs\) - Complex Object \(com.glide.cobject\) **Note:** Some of these plugins are licensable features and require appropriate licenses, if used outside the spoke implementation. ## Authentication Workday provides an open SOAP API for programmatic access to on-demand business management services. Workday SOAP APIs require basic authentication; that is, user name and password are required. **Note:** This spokes doesn't require you to set up the connection and credential alias. ## Spoke subflows The Workday Financials spoke provides sample subflows to demonstrate automating Workday Financials tasks. To customize a sample subflow, copy it to a new application scope. Available sample subflows include: |Subflow|Description| |-------|-----------| |Create PO|Creates a purchase order record in the Purchase Order table. To use the subflow, [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md).| |Get Supplier Invoice Details|Retrieves details of the specified supplier invoice.| ## Spoke actions The Workday Financials spoke provides actions to automate tasks when events occurs in your ServiceNow instance. Available actions include:
Category Action Description
Approval Management Approve Business Process Approves the required business process.
Cancel Business Process Cancels the required business process.
Deny Business Process Denies the required business process.
Look up Approvals Retrieves the approvals records from Workday and saves the details as an attachment in the Data Source table.**Note:** To use this action, you must create and configure the To Do RaaS report. For instructions, see [Configure the To Do report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md).
Invoice Management Void or cancel Invoice Cancels the required supplier invoice.
Update Supplier Invoice Updates details of the required supplier invoice.
Receipt Management Void or Cancel Receipt Cancels the required receipt.
Look up Goods Receipts Stream Retrieves details of the required receipts.
Update Receipt Updates details of the required receipt.
Requisition Management Look up Requisitions Stream Retrieves the requisition data.
Update Requisition Updates details of the required requisition records.
Create Requisition Creates requisition record with the provided details.
Purchase Order Management Look up Purchase Orders and PO Lines Stream Retrieves details of the required purchase orders and PO lines.
Primary Data Management Look up Company Contact Information by ID Retrieves details of the required company contact.
Look up Organizations Stream Retrieves the organization data.
Look up Locations Stream Retrieves details of the required locations.
Supplier Management Look up Supplier Contracts Stream Retrieves details of the supplier contracts.
Deactivate Supplier Deactivates the required supplier.
Create Supplier Location Creates a supplier location with the provided details.
Update Supplier Location Updates details of the required supplier location.
Delete or Void Supplier Bank Account Deletes the required supplier bank account or makes it void.
Create Bank Account Creates a supplier bank account with the provided details.
Update Bank Account Updates details of the required supplier bank account.
Update Supplier Updates details of the required supplier.
Financial Management Get Account Set By ID Retrieves details of the specified account set.
Get Business Unit By ID Retrieves details of the specified business unit.
Get Cost Center By ID Retrieves details of the specified cost center.
Get Ledger By ID Retrieves details of the specified ledger record.
Look up Account Sets Retrieves details of the required account sets, based on the provided filter criteria.
Look up Business Units Retrieves details of the required business units, based on the provided filter criteria.
Look up Cost Centers Retrieves details of the required cost centers, based on the provided filter criteria.
Look up Fx Rates Retrieves details of the required Fx rates, based on the provided filter criteria.
Look up Ledger Accounts Retrieves the ledger accounts from Workday and saves the details as an attachment in the Data Source table.**Note:** To use this action, you must create and configure the Ledger Account RaaS report. For instructions, see [Configure the Ledger Account report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md).
Look up Payments and Payment Status Retrieves the payment and payment status details from Workday and saves the details as an attachment in the Data Source table.**Note:** To use this action, you must create and configure the Payment Status RaaS report. For instructions, see [Configure the Payment Status report](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md).
Journal Entry Management Create Accounting Journal Creates an accounting journal.
Look up Journals Retrieves details of the required journal records, based on the provided filter criteria.
Post Accounting Journal Posts an accounting journal record.
Reverse Accounting Journal Reverses the specified accounting journal.
Metadata Retrieval Get Additional Fields For Workday Finance Retrieves additional fields for each action.
Get Reference ID List Retrieves values of the Reference ID based on the specified reference type.
Get Access Token Retrieves the access tokens for authenticating SOAP based actions using OAuth 2.0.
Resource Management Cancel Purchase Order Cancels the specified purchase order.
Create Fixed Asset Shell Creates a fixed asset shell.
Create Supplier Creates a supplier with the provided details.
Create Supplier Invoice Creates a supplier invoice with the provided details.
Get Advanced Shipment Notice By Number Retrieves details of the specified advance shipment notice.
Get Supplier By ID Retrieves details of the specified supplier.
Get Supplier Invoice By ID Retrieves details of the specified supplier invoice.
Look up Advanced Shipment Notices Retrieves details of the required advance shipment notices, based on the provided filter criteria.
Look up Expense Items Retrieves details of the required expense items, based on the provided filter criteria.
Look up Fixed Asset Details Retrieves details of the required fixed assets, based on the provided filter criteria.
Look up Material Groups Stream Retrieves the catalog data.
Look up Purchase Items Retrieves details of the required purchase items, based on the provided filter criteria.
Look up Request For Quotes Retrieves details of the required request for quotes records, based on the provided filter criteria.
Look up Supplier Invoices Retrieves details of the required supplier invoices, based on the provided filter criteria.
Look up Suppliers Retrieves details of the required suppliers, based on the provided filter criteria.
Submit Purchase Order Submits the specified purchase order.
Submit Purchase Order Change Order Submits change order associated with the specified purchase order.
Submit Receipt Submits the specified receipt.
## Spoke module The Workday Financials spoke adds the Workday Finance application to your instance and includes these modules: |Module|Description| |------|-----------| |Connection Details|Contains information about the base URL of the Workday instance or tenant, and API version.| |Get Business Units|Displays information about the business units. Admin should configure the sample remote table as per their requirement.| |Purchase Orders|Displays information about the purchase orders whenever they are created in the Workday application. To retrieve this information to the ServiceNow instance, you must [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md).| |Webhook Registries|Contains records of webhooks registries. Admin should create record here [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md) for the required Workday event.| For information about setting up the spoke, see [Set up the Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-workday-fin-spoke.md) and [Set up webhook for your Workday Financials spoke](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/integrate-applications/integration-hub/setup-webhk-wd.md).