WorkflowMax connector

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.