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
  • Project templates
  • Leads
  • Custom field data.
  • Task Rates

Planning for the Migration

The pre-requisites to use our migration tool are:

Running the Migration

To start the migration go to 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 a specific date range and which data you want to migrate from WorkflowMax or Get All the Data! to migrate everything dated after 01 January 2021.   Note:  If using the Get All the Data!, Get Purchases, Refresh Contacts and Import Custom Fields are excluded from this function and need to be run individually if required.

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.   Xero will display the following prompt if there are similar account names under your Xero login.   Click Select this Tenant that aligns to your Xero organisation name.

Note: There may be a delay between the data request to WFM from completing vs the persistence of that data to our database. If you see the green tick for a successful sync but don't see the data on the relevant dashboard immediately afterwards, this will mean that data is still being processed. How long this may take is dependant on the amount of data you're bringing across, but generally this process should only take a few minutes.

After the Migration

Next steps to finalise the data imported are: