Use Workday Adaptive Planning with Sokko.

Create one GL, Custom, or Assumption account or account group. This administrative mutation may create unpublished model changes; proceed_with_warnings can override provider safety warnings.

Create 1 to 1000 Adaptive Planning users and return each user's creation status and immutable GUID. A password is required except for a Workday-connected instance with User Sync enabled that uses Workday SAML SSO. The operation is unavailable after Workday user synchronization.

Run a typed matrix report over explicit X, Y, and optional filter axes and return coordinates, cells, notes, and provider messages.

Irreversibly delete transactions matching any supplied date or transaction-type criterion, and optionally insert replacement rows in the same operation. A start date without an end date has no upper bound; an end date without a start date has no lower bound; transaction types without dates match all dates.

Irreversibly erase numeric actuals for every level in the selected account family and inclusive time range. This may also delete newly empty splits and, when requested, cell notes.

Irreversibly erase numeric plan or actuals data in an inclusive time range. Filters match only explicitly listed accounts and levels, not their descendants; Erase Data overrides access rules and level ownership.

Return the complete Adaptive Planning account hierarchy and account metadata, optionally filtered by sheet and enriched with account attributes and inaccessible values. A version selector adds per-account importability metadata but does not filter the hierarchy.

Return every currency configured in the Adaptive Planning instance.

Return Adaptive Planning account, level, and dimension attributes and their recursive values, optionally restricted to selected attribute IDs.

Return all Adaptive Planning calendars with their IDs, names, codes, and default status.

Export typed, parsed CSV rows from a modeled sheet using either provider paging or the all-row streaming form.

Return the URL Workday exposes for the Adaptive Planning instance's customer logo.

Export account values from one Adaptive Planning version for explicit account and time filters, returning parsed CSV rows and provider messages.

Return the account and dimension sets associated with each Adaptive Planning sheet family.

Return derived-dimension mapping targets and conditions for selected dimensions in a version, optionally filtered by keyword, level, or dimension values.

Return custom Adaptive Planning dimensions and optionally their hierarchical values, properties, and attribute mappings.

Return every global and user-owned group defined in the Adaptive Planning instance.

Return the selected Adaptive Planning instance or every instance accessible to the connected user.

Return the accessible Adaptive Planning organization-level hierarchy, optionally filtered by version or sheet and enriched with groups, attributes, and inaccessible values.

Return every locale associated with the Adaptive Planning company.

Return the structured definition of one modeled sheet by name, including v40 display-column account codes and configured model columns.

Return every Adaptive Planning permission set and its assigned internal permission codes.

Return Adaptive Planning security events, optionally filtered by actor and UTC time range. Without a time range Workday returns the last 24 hours; the provider retains at most 30 days of audit data.

Return the structured definition of one modeled or cube sheet by internal ID, including configured columns, dimensions, values, accounts, levels, and time settings.

Return all standard, modeled, and cube sheets in the Adaptive Planning instance with their IDs, names, descriptions, and prefixes or codes.

Return Adaptive Planning calendar strata and periods, optionally scoped to a version, calendar hierarchy, leaf stratum, legacy fields, or all locale translations.

Return the configured Adaptive Planning transaction fields and allowed selector values needed to construct valid transaction imports.

Return all users in the Adaptive Planning instance with identity, permission sets, profile, audit, lock, optional group, and subscription settings.

Return all Adaptive Planning versions and version folders visible to the connected user, optionally including scenarios and eligible currency versions.

Append modeled-sheet rows, update rows matched by an import key, or update matching rows and insert new ones. This action does not run a replacement mode.

Update existing cube facts or insert new facts in APPEND mode without scoped replacement. Imported numeric zeroes still irreversibly erase their exact cube cells.

Create or replace derived-dimension mapping criteria, or permanently delete criteria when delete=true. Derived values do not support virtual versions; duplicate conditions are rejected.

Create or update Workday/external user groups. REPLACE_ALL permanently replaces all imported groups in the instance; UPDATE changes only supplied groups. This cannot update groups created in Adaptive Planning.

Create a modeled-sheet definition, including typed columns and API v39+ validation rules. This administrative, non-idempotent operation creates dimensions or level attributes referenced by the definition and requires Model permission.

Update existing standard-account facts or insert new facts in APPEND mode. This action does not delete unmatched facts.

Insert new transaction rows without deleting existing transactions.

Permanently publish every pending administrative change in an admin-publishing-enabled instance. This affects all batched changes, cannot select individual changes, and requires Publish Admin Changes permission.

Recalculate Recalculate-on-Demand sheet data in a required version. Omitting sheet recalculates every on-demand sheet at the top level; a selected level includes its descendants.

Irreversibly delete and replace modeled-sheet rows. REPLACE_ALL deletes every existing row on all levels, REPLACE_SECURED_COORDINATES deletes and replaces rows at matching secured coordinates, and SCOPED_REPLACE deletes and replaces rows at input levels. Choose the replacement boundary explicitly before calling.

Irreversibly delete all existing cube facts inside the complete supplied time, account, and level scope that are absent from the payload, then replace that scope with the supplied facts. INPUT and ALL scopes can delete substantially more data than the visible rows; verify every boundary before calling.

Irreversibly delete unmatched standard-account facts inside an explicit time, account, and level scope, then replace that scope with the supplied facts. Requires the provider's replacement permissions.

Read whether admin publishing is enabled and the number of unpublished changes without publishing them.

Upload an official .xls/.xlsx access-rules template as an administrator. update replaces every rule for each listed user/group; replaceAll permanently deletes all existing access rules before installing only the spreadsheet rules.

Update one existing GL, Custom, or Assumption account. This administrative mutation may create unpublished model changes; attribute value ID 0 removes that assignment and proceed_with_warnings overrides provider safety warnings.

Create or update GL accounts, recursive account hierarchies, and account-attribute mappings in one ordered bulk request.

Update level or custom-dimension ownership. Omitting users removes all owners from that value; replaceAll permanently deletes all existing ownership entries for the association type before saving the supplied entries. Unknown users are skipped by Workday.

Create or update attributes and recursive attribute-value hierarchies in one ordered bulk request.

Create or update dimensions and recursive dimension-value hierarchies in one ordered bulk request.

Create or update levels and recursive organization hierarchies. Changing actuals ranges or re-parenting can cause Workday warnings and downstream compatibility changes. Setting delete_workflow_silently can delete workflow tasks, and setting delete_actuals_silently can delete actuals data.

Update one or more Adaptive Planning users. If successful, Workday returns a message for each updated user. This action does not update passwords or access rules and does not function after user synchronization from Workday.