𝑓π‘₯ Formulas and Modeling

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Adaptive REST API Calls for Platform Customers with User Sync Enabled

How to Make Adaptive REST API Calls for Platform Customers with User Sync Enabled If you’re a platform customer (HCM + FINS + Adaptive) or using Workday HCM or Financials alongside Adaptive and want to create custom scripts leveraging Adaptive’s REST API (XML), you’ve likely encountered a key requirement: providing Adaptive user credentials (username and password). For standalone customers or those not using user sync, this typically involves creating an integration user in Adaptive. Easy peasy.  But what if you’re using user sync? How do you supply credentials for API calls in the XML input? In this article, I’ll guide you through the steps to generate the necessary credentials when user sync is enabled. I’ll also share helpful links to official documentation to ensure a smooth integration process. 1. Overview The process allows Workday-synchronized users to make API calls to Adaptive Planning using Workday credentials . The key steps involve: Generating an OAuth token using Work...
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Introduction to Adaptive's API

To integrate data in Workday Adaptive Planning, customers typically use the integration module to connect with ERPs, SFTPs, AWS S3, Snowflake, SalesForce, Excel, and Google Sheets, etc.  You can also use third party platforms such as Tray.ai , Boomi , Matilion etc. which leverage Adaptive's APIs in a user friendly setup.  And lastly, you can write your very own scripts (C#, Python, Powershell...) to make these API calls.  Most  common Adaptive's API use cases Import Data from ERPs Actual summaries Actual transactions Assets, amortization, depreciation Transactional details by Supplier Payroll details and taxes Import Sales data from CRMs or datalakes Pipeline, churn, opportunities and customer list Billings and bookings ARR and MRR Import Headcount data from an HRIS Current headcount Terminated Hired, not started Wages and compensation plans Benefits Other Demographics Import Other data: Exchange Rates Weather Import Meta data: currencies, attributes, dimensions such...
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What is OAuth 2.0 and how to set it up in Adaptive?

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Uh Oh... OAuth? Was ist das? Adaptive can connect with other applications's via REST APIs using the OAuth 2.0 authentication.  I will explain what OAUTH is so you will no longer ask: "What is this?" (Was ist das?) and feel like someone is talking a foreign language to you!   What is OAUTH 2 really? How does it work and what do you need to do in Adaptive? Let me give you 2 sets of explanations: a real life illustration to demistify OAuth 2.0 and a more technical summary. And lastly high level steps on the setup in Adaptive. If you have no idea what OAUTH is, continue reading, otherwise jump to the 2nd section.  In this example: imagine you need to connect to Microsoft Sharepoint and you want to bring CSV files  into Adaptive. 1) Illustrational explanation for total newbs: OAuth Access vs Hotel Access! OAuth 2.0 can sound overwhelming at first, but it's essentially a way for applications to securely talk to each other and access data. Let me break it down into sim...
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