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Administrator Guide
Last Updated: 2023-09-22
Concept: Consolidation Data - Inbound Integration in AP&C

Concept: Consolidation Data - Inbound Integration in AP&C

Import consolidation data from an external ERP endpoint into Workday with the Consolidation Data Capture integration in Adaptive Planning and Consolidation (AP&C). This integration (and related Workday tasks) translates data between:
  • External ERP endpoint account structures.
  • Your Workday worktag and account structures
The integration imports data in a Workday-defined Comma-Separated Value (CSV) file format.

Consolidation Data Capture Integration and Supporting Tasks

The Consolidation Data Capture Integration consists of these components and supporting tasks:
Component
Description
Create Source System
This task enables you to define external source endpoints.
Maintain Source System to Integration Mappings
This task enables you to map your source system to the integration system.
Create Consolidation Data Mapping Definitions
This task enables you to:
  • Define the number and type of input values in your mapping table.
  • Define the number and type of outputs.
Create Consolidation Data Mapping Tables
This task enables you to create a data capture mapping table to define rules to map your input values to your target output values.
Consolidation Data - Inbound
 integration template
This integration template enables you to create an integration system that you can use to:
  • Manually load consolidation data from the
    Consolidation Data Hub
     report or retrieve a CSV file from an external Document Retrieval Service (Example: SFTP) endpoint that contains the consolidation data.
  • Translate data by applying the mapping rules that you define with the
    Create Consolidation Data Mapping Table
    task.
  • Map rules that you define directly in the integration as part of integration maps.

Launch/Schedule Options for Document Retrieval Services

Workday provides these launch schedule options for the Consolidation Data Capture Integration:
  • Launch on schedule. You specify a run frequency, and Workday launches the integration automatically. Upon launch, the integration retrieves any files from the endpoint.
  • Launch immediately. You can launch the integration manually.