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Adaptive Planning
Last Updated: 2026-09-18
Add Tenants in Workday for Google Sheets (Workday)

Add Tenants in Workday for Google Sheets (Workday)

  • Verify the Workday for Google Sheets add-on is installed. See Install Workday for Google Sheets.
  • Verify that you have a valid Google account.
  • Verify that your instance is enabled for Workday Single-sign-on (SSO). See Steps: Set Up SAML SSO into Adaptive Planning for Synced Users.
  • Verify that service provider–initiated (SP-initiated) SAML SSO is enabled on your Workday tenant. Signing in from Workday for Google Sheets starts in Workday and redirects to your identity provider. IdP-initiated SSO alone isn’t enough. See Setup Considerations: SAML SSO.
  • For each Adaptive Planning tenant, work with your Workday administrator to generate Google Sheets client details:
    1. Access the
      Tenant Setup Report
      .
    2. Depending on your data source, select
      Financials
      or
      Adaptive Planning
      .
    3. Select the
      Google Sheets
       tab.
    4. Click
      Enable Google Sheets
      . The new API client name displays as Google Sheet Client
    5. Copy these details:
      • Client ID
      • API endpoint URL
      • Authorization endpoint URL
You can create Workday-enabled Adaptive Planning tenants in Workday for Google Sheets. After you successfully create a tenant, the saved tenant name displays under
Tenants
in the Sign In prompt.
  1. Sign in to Google Sheets and open a blank spreadsheet.
  2. From the toolbar, click
    Extensions
    Workday for Google Sheets
    Workday
    . The Workday add-on displays.
  3. Click
    Add Tenant
    Adaptive Planning via Workday
    .
  4. Specify and save these tenant details.
    • Name
      : The name of the Workday-enabled Adaptive Planning tenant. Example: Production tenant or Sandbox tenant.
    • Client ID
      : The Google Sheets client ID from the
      Tenant Setup Report
      .
    • API Endpoint URL
      : The API endpoint URL for the tenant
    • Authorization Endpoint URL
      : The authorization endpoint URL for the tenant.
  5. (Optional) Open
    Advanced Settings
    . Specify a different Adaptive Planning API host only if your cluster doesn't use US authentication. Avoid setting this field unless that need arises. The value must match the Redirect URI and Allowed Origin on the Google Sheets API client in Tenant Setup. See Set the Adaptive Planning Authorization Endpoint URL for Workday for Google Sheets.
  6. Click
    Sign In
    .
  7. (Optional) Use the
    Manage Tenants
     option to add other tenants. You can edit or delete existing tenants from the list.