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Administrator Guide
Last Updated: 2026-09-18
Set Up Integration for Workday CLM with Services CPQ

Set Up Integration for Workday CLM with Services CPQ

  • Verify your organization has an active Workday CLM SKU.
  • Ensure users are assigned to the
    Process: Workday CLM Tickets
     security domain.
  • Build and publish an active workflow template in Workday CLM that contains the necessary intake form fields. See Workflow Builder, Manage Workflow Tickets
  • Confirm that Quote Specialists have matching email addresses in both Workday and Workday CLM.
  • (Optional) To generate a CLM ticket automatically, ensure the
    Print Quote Documents PDF
     service is configured after the approval step on the
    Quote Event
     business process.
Configure API credentials, hostnames, field mappings, and business process steps to connect Workday Services CPQ to Workday CLM for automated quote document redlining and electronic signatures.
  1. Generate API Key in Workday CLM
    1. Log in to Workday CLM and navigate to
      Admin > Integrations
      .
    2. On the
      API Management
       tab, select
      Generate new API key.
    3. Copy the resulting key.
  2. Configure API Keys.
    1. Access the
      Maintain API Keys
       task.
    2. In the
      API Key
       prompt, select
      Workday CLM Client
      .
    3. Click
      OK
      .
    4. Complete these fields.
    Option Description
    Token Endpoint
    Enter https://api.evisort.com/v1/auth/token for production environments or https://release.evisort.com/v1/auth/token for sandbox environments.
    Client Name
    Enter your client tenant identifier. Extract it from your Workday CLM URL string. In the URL path, copy the value between (https://clients.evisort.com/) and (/documents?).
    API Key
    Paste the API key generated from Workday CLM and click
    OK.
  3. Configure Workday CLM Hostname.
    1. Access the
      Configure Workday CLM Hostname
       task.
    2. Specify the
      Workday CLM API Endpoint
       as https://api.evisort.com for production or https://release.evisort.com for sandbox.
  4. Map Workday CLM fields to Services CPQ fields
    .
    1. Access the
      Maintain Workday CLM to Services CPQ Mapping
       task.
    2. Enter a
      Workflow Name
       for the mapping definition.
    3. Enter the
      Workflow ID
       corresponding to your active Workday CLM template.
      To find the Workflow ID, navigate to
      Workday CLM > Workflow > Workflow Builder
       and select the published template; copy the alphanumeric string at the end of the page URL.
    4. Map each
      Workday CLM Field Name
       to its corresponding
      Services CPQ Field Name
      .
      For custom fields, select Additional Data for Opportunity or Additional Data for Quote.
    5. Click
      OK
      .
  5. (Optional) Configure the business process for printing the file automatically and generating the Workday CLM ticket
    .
    1. Access the
      Quote Event
       business process definition.
    2. Add a
      Service
       step and specify
      Print Quote Documents PDF
      .
      Position this service step immediately following the approval step.
      Automatic ticket creation occurs only for PDF documents. DocX print steps do not trigger automatic ticket generation.
After the primary quote is approved and you print the quote document, Workday generates a quote document file, sends it to Workday CLM, and also displays the printed file in the
Document
 section of the
Quotes and Documents
 tab on the
View Opportunity
 report.
  • After the Workday CLM generates a ticket, Workday displays the file in the
    CLM Ticket
     column of the
    Document
     section on the
    Quotes and Documents
     tab on the
    View Opportunity
     report.
  • The
    CLM Stage
     column displays the stage of the quote document.
  • You can click
    Refresh Tickets from CLM
     to retrieve the latest quote document.