Realtime WorkflowMax data. Straight to Tableau. Easy.

We've documented the WorkflowMax Data Model here. Use this to browse the tables, columns and foreign keys we create in your data warehouse.

Grab your data warehouse credentials from your SyncHub Dashboard, then simply use the standard Database Connector in Tableau to connect to SyncHub and begin building your reports. And, if you need help building your reports, our Services Store can introduce you to a helpful professional.

Yes! That's exactly what SyncHub was designed for. Just use the standard Database Connector in Tableau to connect to SyncHub and start bringing in your data.

Reporting on WorkflowMax data directly via its API is simply not practical in Tableau. For one thing, cross-entity queries involve joining across multiple endpoints - something that is poor-performing at best and impossible at worst. That's why SyncHub stages your WorkflowMax data in a relational database first. Now, your reports have all the power of regular SQL queries - joins, ordering, filtering, grouping, and more - leaving you free to create the reports you need without restriction.

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.

This is a great use case for SyncHub. Each account you connect to will be synced to the same database and stored in its own separate schema. This keeps each account in its own data silo, while allowing you to query across schemas to easily query across all your WorkflowMax accounts.

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.

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 steps in where out-of-the-box reporting solutions fall over. We don't presume to know the questions you have 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.

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.

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.

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

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.