Connect Workday to EDI instantly
Join thousands of businesses moving EDI orders, invoices and fulfilment updates between Workday and their trading partners on XEDI, no manual re-keying.
No credit card needed ✦ Free EDI mailbox included
Getting started with Workday EDI
XEDI connects Workday with trading partner EDI, covering both sides of the relationship: purchase orders going out to suppliers and their invoices coming back in, as well as customer orders and billing where Workday runs your sales ledger.
One managed platform, no custom code
XEDI maps Workday to your trading partners and validates every document, so data flows straight into the systems your teams already use.
With Workday you are usually the buyer, and that reverses the flow
Almost every other integration on this site assumes you are supplying a retailer: their order arrives, you despatch, you invoice. A Workday estate is frequently the other way round. The purchase order leaves you, a supplier acknowledges it, goods are received against it, and the supplier's invoice arrives to be matched.
That reversal changes what good looks like. The document you care about most is the inbound supplier invoice, and the measure of success is how many match automatically against the order and the receipt without anyone touching them.
Matching is where the value is, and where it fails
An invoice that cannot be matched becomes a query, and a query becomes a person. Invoices arrive without the purchase order number, against a line that was received in a different unit, or with tax expressed in a way the tolerance rules reject.
We validate inbound supplier documents against what the purchase order and receipt actually say before they reach Workday, so the exceptions that arrive in your tenant are real ones rather than formatting. Where Workday also carries your sales side, the same applies outbound to your customers.
What your team sees day to day
You get an EDI mailbox and a portal that works like an inbox, so supplier documents arrive in one place and accounts payable can see what has come in without a tenant login per supplier.
Where Workday carries your sales ledger the outbound chain applies too: the order becomes the despatch advice, amended where the delivery differs, with SSCC labels for the pallets, and becomes the invoice, whose delivery is confirmed in the dashboard.
The integration sits over that workflow and automates it, so purchase orders leave Workday and supplier invoices arrive ready to match. Our portal suits smaller operations and the API suits enterprises wanting finer granularity; a Workday estate usually wants the integration and often the API alongside it.
Documents you can exchange
- Purchase orders issued from Workday to suppliers
- Order acknowledgements returned by those suppliers
- Despatch advice and receiving information against Workday purchase orders
- Supplier invoices landing for matching in Workday
- Customer orders and invoices where Workday carries the sales side
Built for Workday teams
Whoever owns Workday in your business, XEDI keeps EDI accurate and hands-off.
- Workday integration and finance systems teams
- Procurement and accounts payable
- Shared service centres
- Organisations receiving high supplier invoice volumes
- Businesses where Workday carries the ledger rather than the warehouse
Workday EDI document types
Direction depends on which side of the relationship Workday is on, which is settled during scoping rather than assumed.
| Document | What it carries | Direction |
|---|---|---|
| Purchase orders | Orders issued from Workday to a supplier, carrying the worktags and spend categories the receipt and invoice will be matched against. | Workday to supplier |
| Order acknowledgements | The supplier's confirmation of what they will deliver and when, including substitutions and short supply. | Supplier to Workday |
| Despatch advice | What the supplier has sent, used to expect and confirm the receipt against the order. | Supplier to Workday |
| Supplier invoices | Inbound invoices carrying the references needed to match against the purchase order and receipt without manual handling. | Supplier to Workday |
| Customer invoices | Outbound billing where Workday carries the sales ledger rather than only procurement. | Workday to customer |
| Credit notes | Adjustments in either direction, referenced to the document they correct. | Either direction |
How to connect Workday with EDI using XEDI
The first question with Workday is direction, because the same document means different things depending on which side you are. The sequence below is what onboarding looks like from your side.
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01
We scope whether Workday is the buyer, the seller or both in each document flow, since that decides direction.
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02
We build the mapping between each partner's documents and your Workday suppliers, customers, worktags and spend categories.
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03
We configure validation so an inbound supplier invoice carries what it needs to match before it reaches Workday.
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04
We prove the purchase order, receipt and invoice flows against what each partner requires and against your Workday business processes.
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05
You get supplier documents arriving ready to match, and we keep the mapping right as your tenant is configured further.
Ready to connect Workday?
Talk through documents, mapping, testing and go-live with XEDI.
Everything about Workday EDI
Common requirements
- Workday tenant and integration system user details
- Supplier, customer and worktag structure
- Spend category and accounting treatment rules
- Matching and tolerance rules for invoices
- The trading partners you deal with, or plan to
What we need from you to build it
Only what we cannot hold for you. Your partners' formats are already ours; what we need is how your tenant is put together.
- Workday tenant access
- An integration system user with rights to the business processes in scope, and a sandbox tenant to prove against.
- Supplier and customer records
- Each trading partner mapped to a Workday supplier or customer, with the alternate identifiers they use on documents.
- Worktags and spend categories
- How purchase orders carry accounting treatment, since an invoice that cannot inherit it will not match.
- Matching and tolerance rules
- What Workday will accept without intervention on quantity, price and tax, so validation can be set to the same line.
- Which partners you deal with
- Suppliers, customers or both, now and next. Their document formats are already ours.
Why suppliers choose XEDI for Workday
- Supplier invoices arrive carrying what they need to match, so accounts payable handles exceptions rather than formatting.
- Direction is handled properly, whether Workday is buying, selling or doing both against the same partner.
- Onboarding a new supplier to EDI is our work rather than a project for your integrations team.
- Validation is set to the same tolerances Workday will apply, so a document is not accepted here and rejected there.
- If a supplier or customer raises a problem, they raise it with us, and we resolve it rather than it arriving as a ticket.
Can XEDI receive supplier invoices into Workday?
Yes, and for most Workday estates that is the main flow. Inbound invoices are validated against the purchase order and receipt before they reach your tenant, so what arrives is ready to match rather than ready to query.
Does it work when Workday is on the selling side?
Yes. Where Workday carries your sales ledger the outbound chain applies as it would with any ERP: customer orders in, despatch advice and invoices out, with delivery of the invoice confirmed.
Do we need our suppliers to be EDI capable already?
Not necessarily. We hold connections to an extensive list of trading partners and connect on your behalf, so bringing a supplier onto EDI does not depend on them having done it with you before.
Plan your Workday EDI setup
Everything you need to scope, map and go live with Workday, in one place.