From WorkflowMax

Migrating from WorkflowMax to WorkGuru Overview
WorkGuru provides a number of tools to facilitate a smooth transition from WorkflowMax.  Depending on the complexity and amount of your WFM data, you can pl...
Wed, 14 Feb, 2024 at 12:26 PM
WFM to WorkGuru One-Click Migration Tool
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 t...
Mon, 26 Feb, 2024 at 1:23 PM
Populating WFM Custom Fields
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 m...
Mon, 25 Sep, 2023 at 5:04 PM
Clients and Client Contacts
Migrating clients from WorkflowMax to WorkGuru is a two step process if importing client contacts: Clients Client Contacts (optional) Clients Clients ...
Thu, 6 Apr, 2023 at 2:56 PM
Supplier and Supplier Contacts
Suppliers Suppliers can be exported directly out of WorkflowMax already in a very similar format to the WorkGuru import template. From the WorkflowMax expo...
Thu, 6 Apr, 2023 at 2:55 PM
Tasks
WorkflowMax does not have a default tasks export tool.  It must be created using the WorkflowMax report builder.  It is assumed you would use the Criteria (...
Thu, 6 Apr, 2023 at 2:54 PM
Costs/Products
WorkflowMax cost data can be exported directly from (Business -> Settings -> Costs -> Export).   Use the Supplier drop-down to select all products ...
Thu, 6 Apr, 2023 at 2:54 PM
Leads
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 ...
Thu, 6 Apr, 2023 at 2:54 PM
Quotes
Migrating quotes from WorkflowMax to WorkGuru is a two step process. Quote Import - Imports the quote details Quote Line Import - Populates the imported ...
Thu, 6 Apr, 2023 at 2:37 PM
Jobs/Projects
Migrating projects from WorkflowMax to Workguru is a two step process Project Import - Imports project details Project Line Import - Populates the import...
Thu, 6 Apr, 2023 at 2:38 PM