Workday/Raiser's Edge Integration

Elizabeth Lea
Elizabeth Lea
Fourth Anniversary Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

My university is transitioning from SAP to Workday in July. Would anyone with experience in the Raiser's Edge/Workday integration be willing to share how they successfully implemented Workday, as well as any hurdles they encountered? Any information is EXTREMELY appreciated!

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Answers

  • Ann Holzapfel
    Ann Holzapfel
    Tenth Anniversary PowerUp Challenge #3 Gift Management Name Dropper Participant

    Greetings Elizabeth,

    Our organization has also transitioned to Workday and I was hoping to find someone who might have insight into potential integration of Raiser's Edge to Workday. Could you share any insight?

    Thanks,

    Ann Holzapfel

  • Lucy Ruiz
    Lucy Ruiz
    Sixth Anniversary Kudos 4 Name Dropper Participant

    Since there is no native integrations between Workday and RE a customization has to be created using webhooks. Your RE data and Financial requiements will dictate how data will move from one system to the other. Sadly, its not a plug and play type of approach. The process will likely include using using Power Automate to extract the necessary RE data and then use Workday Interface Builder for Bulk Uploads. Happy to discuss further if you have any addiitonal questions. Feel free to reach out at lucy@sentielconsulting.ca

  • Lucy Ruiz
    Lucy Ruiz
    Sixth Anniversary Kudos 4 Name Dropper Participant

    The above message was typed using voice to text so perhaps it was not clear. Now at my keyboard. You can use 1) Power Automate to extract data from RE, and place that data into a sharepoint folder. 2) Use Enterprise Interface Builder — EIB (workdays version of an import module) map fields to workday to bring data in. 3) Upload data into workday to be validated 4) posted to GL. I hope that makes more sense. Bottom line, a project of this kind requires discussions with finance. If you are in the midst of a migration, you may want to consider, letting the migration settle (meaning let finance get the kinks out of the migration) before adding this to the mix. Always happy to connect.

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