Wdata Connector Checklist Template

Leverage this step-by-step chains checklist to integrate source systems data into the Workiva data platform.
Template Contents
Wdata
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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.

Key Features
  • 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.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
Annual & Interim Financial Reporting
Financial Statements
Flash & KPI Reporting
Prerequisites
To use this item, your organization needs to have purchased Wdata.
Wdata
Support and Documentation
Last updated 5/25/2021 (Release Notes)

Frequently Asked Questions

The template will include instructions and tips to help you build your process or incorporate the functionality into an existing one.