Establish connections to your source systems so you can automate data flow and start simplifying reporting.
The Wdata Connector Checklist provides the necessary tasks to successfully establish a connection directly to your data within various systems of record. The template included here is based on Sage Intacct, but can easily be adapted to other systems. Track the status and dependencies of steps needed before you can connect your data with the detailed steps in this template.
- Step-by-step tasks for building data connections between Workiva and source systems
- Best practices for building chains that automate data flow
- Instructions included
This template is based on connection to the Sage Intacct solution.
Frequently Asked Questions
How will I be able to integrate this with my current process?
The template will include instructions and tips to help you build your process or incorporate the functionality into an existing one.