Query the WorkflowMax API using regular SQL

Not directly, no. But SyncHub's ERD model, combined with the real-time* sync from WorkflowMax, means that it is essentially the same as querying directly.

No. Our solution is cloud-hosted, meaning no installs are required on your own computers. Furthermore, because it is cloud-hosted, SyncHub runs in the background 24-7, keeping your data up to date while you sleep.

If your SQL skills are a little rusty, we've got you covered too. Our AI Assistant lets you speak with your WorkflowMax data in natural language - no SQL or BI skills required! Read more about our AI here.

SyncHub can poll WorkflowMax as frequently as every five minutes, however this capability may be limited by the amount of data you have and/or the type of plan you have with WorkflowMax. The best way to find out is to simply grab a free trial of SyncHub, connect WorkflowMax, then see for yourself.

No. SyncHub is a read-only tool and cannot reflect changes back to your cloud applications.

We currently sync Account, Client, Client contact, Client group, Cost, Custom field, Invoice, Job, Job category, Job status, Job task, Lead, Lead category, Purchase order, Purchase order bill, Purchase order stock receipt, Quote, Role, Staff, Supplier, Supplier contact, Task, Timesheet, Client address, Client billing custom rate, Client billing tax number, Client linked group, Client relationship, Client custom field, Client note, Client document, Client contact custom field, Client group client, Cost sale tax, Cost purchase tax, Custom field option, Invoice job, Invoice note, Invoice payment, Job custom field, Job cost, Job note, Job document, Job staff assigned, Job phase, Job milestone, Job quote, Job invoice, Job purchase order, Job task to do, Job task staff, Job task custom field, Job task note, Job task timesheet, Lead custom field, Lead note, Lead document, Lead activity, Lead quote, Purchase order job, Purchase order cost, Purchase order note, Purchase order document, Purchase order bill tax, Purchase order bill cost, Purchase order stock receipt tax, Purchase order stock receipt cost, Quote phase, Quote task, Quote cost, Quote custom field, Quote note, Quote document, Staff custom task rate, Staff historic rate, Supplier address, Supplier custom field, Supplier note, Supplier document, Supplier contact custom field, Task custom client rate, Task custom staff rate, Task historic rate, Task tax, Timesheet custom field, Job task note comment, Purchase order bill cost tax and Purchase order stock receipt cost tax (see our Data Model for full details). If there's something else you need just ask.

Your WorkflowMax data is stored in its own dedicated data warehouse, hosted in our Microsoft Azure Sydney Data Center. If you'd like it stored somewhere else (even your own servers), just enquire about our BYOD (bring-your-own-database) option.

Absolutely. Every customer gets their very own isolated data warehouse. Database credentials are salt-encrypted...multi-factor authentication can be activated for your account...we take security very seriously. You can read more about our security best practices here.