Workday Adaptive Planning specializes in corporate performance management systems and offers a set of cloud-based business analytics, planning, and forecasting solutions.

Activating Workday Adaptive Planning

Step 1: To activate the integration, go to Integrations and change the Workday Adaptive Planning slider to Active.

Step 2: Enter necessary details such as the username, password, instance code, version name, sheet name, plan or actuals, and then click Connect to integrate Workday Adaptive Planning.

Step 3: With the Workday Adaptive Planning integration enabled, you can update your reporting at any frequency and with any data you want.

Step 4: Extracted data points will be shown on the overview page that can be accessed by navigating to Integrations > Workday Adaptive Planning > Details about exports.

Step 5: When data is transferred to Workday Adaptive Planning, you will be able to analyze your performance through AI-generated visuals and build forecasts.

Learn more about Workday Adaptive Planning.

Please note: This integration can be personalized based on your company’s needs. For more information on the Workday Adaptive Planning integration and its setup, please feel free to contact us via

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