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.
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How it works

Automate your WorkflowMax reports in 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 favourite reporting tool

Use reporting tools like Tableau and Power BI to connect directly to your data and build sophisticated reporting and dashboards.

Our simple data structures make your reporting a breeze

 Category
 Client
 Client custom field
 Client group
 Client group client
 Cost
 Custom field definition
 Custom field option
 Invoice
 Invoice cost
 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
 Timesheet custom field
Explore our full 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, grab one of our recommended ones 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 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.
  • 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 custom field, Client group, Client group client, Cost, Custom field definition, Custom field option, Invoice, Invoice cost, 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 API Explorer 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.

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.