- Features > Integrations > Workday Configurator
Connect Sales Configuration to Workday Financials
Ensure every quote is financially viable. Automate the flow from configured quote to revenue recognition in Workday.
Why Workday Needs a Sales Configurator
Workday masters Finance and HR, but Sales needs more.
Workday is incredible for managing the business, but sales teams selling complex offerings need specialized tools.
- Complex Bundles: Selling "Professional Services + Hardware" requires logic Workday doesn't natively handle.
- Sales UX: Sales reps need a guided, visual experience, not a finance form.
- Pricing Agility: Mercura handles complex discount matrices while keeping Workday as the financial ledger.
Workday Handles
- Financial Management
- Revenue Recognition
- Human Capital Management
- Project Billing
- Procurement
Mercura Handles
- Visual Configuration
- Proposal Generation
- Sales Pricing Rules
- Contract Lifecycle
- Guided Selling
Measurable Business Outcomes
Key benefits of Workday ERP integration
Seamless quote-to-cash process
Quotes created in Mercura CPQ flow directly into Workday ERP as structured sales orders, keeping finance, operations, and sales aligned without manual re-entry.
Accurate pricing and financial data
Mercura CPQ synchronizes with Workday’s financials and product data, ensuring every quote reflects correct pricing, cost structures, and margin control in real time.
Faster quoting and approvals
Automate complex approval workflows and reduce quoting time significantly. Sales teams deliver professional proposals faster, with fewer errors and stronger compliance.
Seamless Data Flow Architecture
Mercura pushes finalized contracts and orders into Workday, ensuring revenue recognition starts with clean data.
- Customers
- Price Books
- Project Codes
- Currencies
- Sales Orders
- Contracts
- Invoices
Success in Services
"Mercura allows our sales team to build complex service proposals that automatically map to our Workday project codes. It saves us hours per deal."
See Mercura in action
How We Connect
Connect
Establish API connection to Workday tenant.
Map
Map Workday Items/Services to Mercura.
Build
Define configuration and pricing rules.
Sell
Deploy to sales team.
Enterprise Risk Reduction
Does it integrate with Workday Projects?
Yes, we can map configured line items to Workday Project tasks.
Is security handled securely?
We use OAuth and standard Workday APIs to ensure data security.
Can we handle subscriptions?
Yes, Mercura supports recurring revenue models compatible with Workday.
Is the UI customizable?
Yes, the configurator can be branded to match your corporate identity.
Connected Ecosystem
Mercura fits into your enterprise stack.
Ready to get started?
Request a CPQ demo