Migrate WFM Quotes

Migrating quotes from WorkflowMax to WorkGuru is a two step process.

1. Quote Import - Imports the quote details
2. Quote Line Import - Populates the imported quote with tasks and/or cost/product lines.

Quote Import

The WorkflowMax Quote data is very similar to WorkGuru Quote import.  Build the following report in WFM's report builder. It is assumed you would use the Criteria (step 3) section of the report builder to refine the WFM export to your current work in progress quotes based on fields relevant to your workflow.

• WFM Report Type - Quote
• WFM Report Layout - Table

The WorkflowMax export is then mapped to the WorkGuru import template fields as follows.  Note: Not all WorkGuru fields are available in WorkflowMax and will need to be populated manually if required.

Upload the quote import template here:

AUS/NZ - https://app.workguru.io/App/Quotes/Import

UK - https://uk.workguru.io/App/Quotes/Import

Quote Line Import

WorkflowMax cannot export a consolidated list of tasks and costs on one report, so you need to export your costs and tasks with separate reports.   You can then either import these either separately or combined into WorkGuru.

• WFM Report Type - Quote Cost
• WFM Report Layout - Table

• WFM Report Type - Quote Task
• WFM Report Layout - Table

The WorkflowMax data is mapped to the WorkGuru import template as follows. WorkGuru can import both tasks and costs with one import, so you can combine the two WFM exports if required.  Note: Not all WorkGuru fields are supplied by WFM and will need to be populated manually if required.

Upload the quote line import template here:

AUS/NZ - https://app.workguru.io/App/Quotes/ImportQuoteLines

UK - https://uk.workguru.io/App/Quotes/ImportQuoteLines