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Workday User Guide
Last Updated: 2026-05-29
Configure Unified Supplier Integration

Configure Unified Supplier Integration

  • You must have access to Workday Financials and Strategic Sourcing - Supplier Relationship Management.
  • Enable Supplier Onboarding Form in WSS. Ensure no connectors are configured for the supplier onboarding template in Workday.
  • Ensure the Workday Unified Supplier Onboarding feature is enabled.
  • Configure both these authentication:
  • Ensure that the
    Default Payment Type
    ,
    Payment Type
    , and
    Supplier Category
     fields are included on the supplier onboarding form in Workday Strategic Sourcing (WSS).
  • Enable OAuth 2.0 Clients within Edit Tenant Setup - Security.
  • Configure the
    Manage: Supplier Synchronization
     domain to grant access to the
    Supplier Synchronization Errors
     task.
  • Security:
    Set Up Supplier
     domain in the Suppliers functional area.
You can configure the Unified Supplier Integration (USI) to synchronize supplier attributes between Workday and Workday Strategic Sourcing (WSS) in real time. This integration defines how supplier data is shared and maintained across both systems.
USI doesn't support basic connector customers. Customers need to sync all data through supplier onboarding integration before opting in to USI.
  1. Access the
    Configure Unified Supplier Integration
     task.
  2. On the
    Opt In
     tab, review the acknowledgement and select the
    Confirm
    check box.
  3. Click
    Next
    .
  4. Click
    Refresh
    to synchronize the Integration System user with WSS.
  5. As you complete the
    Opt In
     section, consider:
    6. Option
    Description
    Supplier Groups
    Select the supplier groups that contain the suppliers you want to sync to WSS.
    When you don't select a group, Workday syncs all suppliers.
    Supplier Category
    Select the supplier categories that contain the suppliers you want to sync to WSS.
    When you don't select a category, Workday syncs all suppliers.
    Supplier Status (Workday supplier status)
    Select any 1 of the statuses.
    When you don’t select a status, Workday syncs suppliers regardless of their status.
    Approval Status
    Select the
    Approved
    status.
    Workday syncs only suppliers with
    Approved
    supplier status and with no business process in progress.
  6. On the
    Configure Notification Settings
     section, select the required frequency.
  7. Select the
    Confirm Initial Data Sync
     check box.
  8. Click
    Next
    .
  9. On the
    Supplier Pre-Validation
     tab, review the supplier records to identify the synchronization failures.
  10. Resolve any synchronization errors by manually fixing the relevant supplier records.
  11. On the
    Synchronize Data
     tab, click
    Refresh
     to synchronize all supplier data from Workday to WSS.
  12. Verify that these supplier data counts match the source data in Workday:
    • Payment Terms
    • Custom Supplier Classification (only Diversity Category)
    • Supplier Contact Types
    • Communication usage type
    • Payment Types
    • Phone Device Types
    • Supplier Category
    • Supplier Group
    • Shipping Terms
    • Shipping Methods
  13. If you encounter errors related to supplier data syncing to WSS, access the
    Supplier Synchronization Errors
     task for review.
  14. When all counts match in the
    Synchronize Data
     tab, click
    Refresh
    again.
  15. Click
    Next.
    If 1 or more supplier data sync counts don’t match with WSS, you can’t proceed to the
    Synchronize Suppliers
     tab.
  16. On the
    Synchronize Suppliers
     tab, click
    Refresh
    to view the number of suppliers and supplier contacts that have synchronized.
  17. Review the table to view the suppliers and supplier contacts that fail to synchronize to WSS, and resolve the issues.
  18. Check the supplier details.
  19. Click
    Next
    .
  20. On the
    Review
    tab, review the summary of synchronization.
  21. Click
    OK
    .
  22. (Optional) If you use segmented supplier security, configure security for the integration.
    1. Add the new ISU to the
      Spend API Client Configuration
       security group.
    2. Edit Domain Security Policies.
    Add the Spend API Client Configuration security group to these domains:
    • Integration Event
    • Reports: Supplier
    • Set Up: Currencies
    • Set Up: Settlement
    • Set Up: Supplier
    • Set Up: Supplier Accounts
    • Set Up: Supplier Categories
    • Set Up: Supplier Contacts
    • Set Up: Supplier Maintenance
    • View: Supplier
    • Workday Graph API Applications
If Workday fails to create the API client, access the Configure Unified Supplier Integration task. Select Manage API Client -> Regenerate Credentials.
(Optional) If you use segmented supplier security, manually add the integration ISU to the Spend API Client Configuration security group in the segmented supplier security domain. The ISU isn’t automatically added when you opt in to Unified Supplier Integration.

This content is not part of the Workday Administrator Guide.