WorkflowMax connector

SyncHub supercharges your WorkflowMax account by freeing your data for advanced reports and analysis. Simply connect your WorkflowMax account to our hosted data warehouse, then start reporting using your favourite reporting tools like PowerBI, Tableau or Microsoft Excel.

WorkflowMax is being retired by Xero in June 2024. Read below to see how SYNCHUB can maintain a running backup of your WFM data - ready when you need it. Read more @ Xero

How it works

Get your WorkflowMax data into your favourite reporting tool in just two minutes and three easy steps.

1 2 3 Connect WorkflowMax to SyncHub

Securely connect your cloud software to SyncHub and we'll do the rest.

1 2 3 We sync your data automatically

SyncHub incrementally syncs your data and stages it in a managed data warehouse. We check for changes so you don't have to.

1 2 3 Connect your reporting tool

Query and share your data using our built-in Insights platform, or use your own reporting tool - such as like Excel, Tableau or Power BI.

What data do you need from WorkflowMax?

Our simple data structures make your reporting a breeze

 Client contact
 Client contact relationship
 Client custom field
 Client document
 Client group
 Client group client
 Custom field definition
 Custom field option
 Invoice cost
 Invoice payment
 Invoice task
 Job assignee
 Job cost
 Job cost custom field
 Job custom field
 Job milestone
 Job note
 Job note comment
 Job task
 Job task assignee
 Job task custom field
 Lead custom field
 Purchase order
 Purchase order cost
 Quote cost
 Quote option
 Quote task
 Staff member
 Supplier custom field
 Timesheet custom field
Explore the full WorkflowMax data model here

Frequently asked questions

With SyncHub, you can create any report you like. This is because (unlike other reporting tools) we give you access to your raw WorkflowMax data. If you don't already have a reporting tool, you can use our Insights platform or grab one of our recommended 3rd-party tools then use its standard Database Connector to connect to SyncHub and begin pulling down your data.
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.
SyncHub will (E)xtract your raw data from WorkflowMax and (L)oad it into your normalized, relational data warehouse. You can then use our Insights platform to (T)ransform your data so that you can report on it easily, such as building monthly rollups or normalizing currencies.
There are many ways to query data from WorkflowMax - CSV exports, Native Reports, API access etc. But for all but the most trivial reports, you need a staging service like SyncHub to ensure performance and uptime. See our detailed breakdown here to understand where a tool like SyncHub fits into your analytics stack.
SyncHub steps in where out-of-the-box reporting solutions fall over. We don't presume to know the questions you need of your data, and thus we don't provide any reports. What we do give you is raw data - as pure as possible - so you can build the reports that you need for your business. Of course, if you need help, you're sure to find a helpful professional in our Services Store.
Yes! That's exactly what SyncHub was designed for. Just use the standard Database Connector from your reporting tool to connect to SyncHub and start bringing in your data.
No. SyncHub is a reporting tool and cannot reflect changes back to your cloud application.
We currently sync Category, Client, Client contact, Client contact relationship, Client custom field, Client document, Client group, Client group client, Cost, Custom field definition, Custom field option, Invoice, Invoice cost, Invoice payment, Invoice task, Job, Job assignee, Job cost, Job cost custom field, Job custom field, Job milestone, Job note, Job note comment, Job task, Job task assignee, Job task custom field, Lead, Lead custom field, Purchase order, Purchase order cost, Quote, Quote cost, Quote option, Quote task, Staff member, Supplier, Supplier custom field, Task, Template, Timesheet and Timesheet custom field (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.
Because SyncHub is continuously syncing your WorkflowMax data to an offsite data store, you can also use our service to essentially maintain an up-to-date backup, in the event of a critical data failure or transfer to another system. With our BYOD (bring-your-own-database) option, you can even have this data stored directly into your own database. Select your pricing plan to backup on-demand as required, or have SyncHub automatically backup every day in the background for you.

About WorkflowMax

Visit the WorkflowMax website

Loved by over 10,000 service businesses around the world, WorkflowMax by Xero, is a powerful end to end job management software for a wide range of industries – from accounting and IT solutions, to engineers, architects, creative agencies, building, construction and more!Manage your workflow from quote through to invoice while tracking time and costs.Improve project budgeting and gain critical insights into your business. WorkflowMax provides a total business solution in the cloud for Creative Agencies, Professional Services, IT services, Building companies and anyone else who bills by time.