Due to limitations with the limitations accessing the data of the WFM API, we can import the custom fields, but cannot populate them with data via the API migration tool. However we do have tools available to populate these fields easily post migration.
Client Custom Fields
Client custom fields must be export from WFM using the WorkflowMax report builder. It is assumed you would use the Criteria (step 3) section of the report builder to refine the WFM export to match your imported client list.
- WFM Report Type - Client and Contact
- WFM Report Layout - Table
The export requirement is simply the client name and the custom fields.
The WorkflowMax export is then mapped to the WorkGuru import template fields as follows. Note: The header for the custom fields in WorkGuru need to match the custom field name exactly.
For example, to import the following custom fields:
The WorkflowMax export is then mapped to the WorkGuru import template fields as follows:
| WorkGuru | WorkflowMax |
|---|---|
| Client | [Client] Client |
| DesiredHousingCity | [Client] Desired Housing City |
| HousingDevelopmentApplication | [Client] Housing Development Allocation |
| NDISItemNumberforClaim | [Client] NDIS Item Number for Claim |
Upload the client custom field update template here:
AUS/NZ - https://app.workguru.io/App/Wfm/ImportCustomFieldsForClients
UK - https://uk.workguru.io/App/Wfm/ImportCustomFieldsForClients
Projects
Project custom fields must be export from WFM using the WorkflowMax report builder. It is assumed you would use the Criteria (step 3) section of the report builder to refine the WFM export to match your imported project list.
- WFM Report Type - Job
- WFM Report Layout - Table
The export requirement is simply the project name and the custom fields.
The WorkflowMax export is then mapped to the WorkGuru import template fields as follows. Note: The header for the custom fields in WorkGuru need to match the custom field name exactly.
For example, to import the following custom fields:
The WorkflowMax export is then mapped to the WorkGuru import template fields as follows:
| WorkGuru | WorkflowMax |
|---|---|
| ProjectNo | [Job] Job No. |
| EquipmentforJob | [Job] Equipment for Job |
| PaymentSource | [Job] Payment Source |
Upload the client custom field update template here:
AUS/NZ - https://app.workguru.io/App/Wfm/ImportCustomFieldsForProjects
UK - https://uk.workguru.io/App/Wfm/ImportCustomFieldsForProjects
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