Welcome to our WorkflowMax data-extraction knowledge base

Everything you need to know about extracting your WorkflowMax data for use in your BI reports or AI models

Getting started
First, let's get your data
Your connection hub
Start reporting
Reporting in...
Power BI
Tableau
Excel
Zoho Analytics
Other BI Tools
Microsoft Access
Qlik
ODBC Connection
Query Editor
Looker (formerly Google Data Studio)
Insights
Supabase
Going deeper
Connecting to Xero
Connecting to WorkflowMax
How it works
Your connection dashboard
Importing your historical data
Data security
Data structure
Syncing specific data segments
Viewing logs
Trails
Connecting to Cin7
Bring your own database
Connecting to HubSpot
Keeping your data secure
Restricting IP access via your database firewall
Datastore management
Data Model Explorer
Connecting to our MCP server
Connecting to Zoho CRM
Third-party integration
Integrating with n8n
Integrating with OpenAI AgentKit
Data Accessibility
Data accessibility
Date modification filters
Paging
Nested data structures
Single vs Summary Records
Account
Billing
Users
Slack integration
Error codes
Invalid Remote ID
Invalid SQL

Welcome to the our knowledge base for WorkflowMax. Here you can find all kinds of guides and answers to help you extract your WorkflowMax data for use in your BI reporting and AI models.