Workday & Raiser's Edge Integration

Hello! I am wondering if anyone else has experience setting up Raiser's Edge NXT to integrate successfully with Workday financials. Our organization is trying to go live for each of these systems on July 1st, but I have not been able to find guidance on best practices for setting this up. Can anyone give any advice or suggest an article that may be helpful?

Thanks!

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  • Keith Wilson
    Keith Wilson Community All-Star
    Seventh Anniversary Kudos 5 February 2026 Monthly Challenge Name Dropper
    Our Organization is going live with Workday in the fall. We are also looking into this but I have no answer at this time. Hoping to see if anyone else chimes in here!
  • @Keith Wilson Were you successful in integrating with Workday?

  • Monica Curl
    edited January 22

    @Addison Breese I am now in the same position any tips and tricks? The Workday transition so far seems to be messy for us. @Keith Wilson do you have any wisdom in your integration that you would be willing to share?

  • Keith Wilson
    Keith Wilson Community All-Star
    Seventh Anniversary Kudos 5 February 2026 Monthly Challenge Name Dropper

    @Monica Curl @Joe Foley @Addison Breese
    I apologize for just now seeing this! I was asked this question by @Elizabeth Lea via private message, which sent me searching for my post and wondering why people are asking me this question! 😆

    So we have been on Workday, but we've never "integrated" with RE. We reconcile with our Finance Office the old-fashioned way—a series of Excel spreadsheets and emails back and forth until somehow they are satisfied and we are completely frazzled with all their questions! LOL!

    If anyone in this conversation has new tips to share, I would be happy to hear them!

  • @Keith Wilson Thanks for reaching back out. Did you have to make any changes in the data you had in RE to match up with workday?

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