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...
Thu, 20 Jun, 2024 at 5:39 PM
WorkGuru WFM Migration Checklist
Recommended setup guide when using the WFM import tool: First Login Global Settings Warehouse Setup  Accounting Integration Setup Run the WFM Migratio...
Thu, 2 May, 2024 at 11:26 AM
WFM to WorkGuru One-Click Migration Tool
The one-click migration tool is designed to move simple WorkflowMax workflows and data-sets into WorkGuru. This migration tool has some great features, but ...
Wed, 19 Jun, 2024 at 4:55 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, 10 Jun, 2024 at 8:54 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 ...
Mon, 10 Jun, 2024 at 8:47 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...
Mon, 10 Jun, 2024 at 8:49 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 (...
Mon, 10 Jun, 2024 at 8:50 PM
Costs/Products
WorkflowMax cost data can be exported directly from (Business -> Settings -> Costs -> Export).   Use the Supplier drop-down to select all products ...
Tue, 18 Jun, 2024 at 2:20 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 ...
Mon, 10 Jun, 2024 at 8:45 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 ...
Mon, 10 Jun, 2024 at 8:52 PM