You can migrate your existing WorkflowMax account directly to WorkGuru with one click using our WFM migration tool. The migration tool can be run multiple times without duplicating data so you can do an initial migration to WorkGuru and then a final sync just before go-live.
What the tool will bring across:
- Clients
- Suppliers
- Users
- Products
- Tasks
- Custom fields
- Quotes
- Projects
- Timesheets
- Invoices
What the tool will not bring across:
- Document templates
- Leads
The pre-requisites to use our migration tool are:
- If you are already connected to Xero, disconnect WorkGuru from Xero (as they use the same login token).
- Ensure your WFM administrator account used to connect has API access enabled. (Business -> Settings -> Staff)
To start the migration go to https://app.workguru.io/App/WFM and click Connect to Xero.
Select the WorkflowMax organisation you want to migrate from and click Allow access for 30 minutes. Note: the organisation list will only display WorkflowMax that your account has admin access to with the API access enabled.
From the WorkflowMax migration dashboard, select which data you want to migrate from WorkflowMax or Get All the Data! to migrate everything dated after 01JAN2021.
WorkGuru will then migrate the selected data and indicate when successful with a summary of what has been transferred.
When the migration is complete, click Disconnect now and reconnect to Xero.https://app.workguru.io/App/WFM