This course does a deep dive into Workday Financials, a core ERP that Ramp integrates with. Learners will explore all setup and configurations needed in both Workday Financials and Ramp to have the integration work effectively, as well as take a look into how different kinds of transactions sync from Ramp into Workday Financials.
After the course, learners will feel equipped to lead discussions around integration topics and functionality, as well as complete the integration for their clients.
By the end of this course, you will be able to:
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Identify the required Workday configurations to enable Ramp integration, including user setup, API credentials, and authentication policies.
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Select the correct Workday integration method and configure business process rules to support Ramp transaction syncing.
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Recall the steps for testing and migrating the Ramp integration from sandbox to production.
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Differentiate how Ramp transaction types sync into Workday and identify how to map accounting fields for accurate posting.