The WorkflowMax lead data is very similar to WorkGuru lead 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 leads based on fields relevant to your workflow.
- WFM Report Type - Lead
- WFM Report Layout - Table
The WorkflowMax export is then mapped to the WorkGuru import template fields as follows. Note:
Upload the lead import template here: https://app.workguru.io/App/Leads/Import