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Realtime WorkflowMax data. Straight to Zoho Analytics. Easy.

Simply connect your WorkflowMax account to our hosted data-extraction platform, then query your data using Zoho Analytics. Easy.

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How it works

Get your WorkflowMax data into Zoho Analytics 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 Zoho Analytics and start reporting

Use the built-in SQL Database Connector in Zoho Analytics to connect to your data warehouse and build sophisticated reports and dashboards.

Frequently asked questions

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 Zoho Analytics 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 Zoho Analytics to connect to SyncHub and start bringing in your data.
Reporting on WorkflowMax data directly via its API is simply not practical in Zoho Analytics. 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.
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.
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 Category, Client custom field, Client details, Client document, Client group details, Contact, Cost, Custom field definition, Invoice, Job cost, Job cost custom field, Job custom field, Job details, Job task custom field, Lead, Lead custom field, Purchase order details, Quote, Staff, Supplier, Supplier custom field, Task, Template, Time, Time custom field, Client contact, Client, Custom field definition option, Invoice task, Invoice cost, Invoice payment, Job task, Milestone, Note, Job assignee, Purchase order details cost, Quote task, Quote cost, Quote option, Job task assignee and Comment (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 reporting tool and cannot reflect changes back to your cloud application.
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.
KPMG Private EnterpriseEva Perrone, Innovation Lead
We have a lot of ambitious clients who want to get as close as they can to their business data but it’s often siloed in different systems, so while they were able to look at each dataset in isolation, bringing all the right metrics together was challenging.
RSM AustraliaMatthew Cunneen, Partner, Data & Analytics
The SyncHub experience was fantastic. It does what is says on the tin! The connection process is simple, the documentation is good and the communication with the team has been first class.
Kolsen GroupColin Spooner, Group Financial Controller
The SyncHub team got us to where we wanted to be and I think we all wonder how we ever lived without it.
The Cafe CollectiveDavid Mule, Manager
SyncHub has allowed us to see week-to-week exactly how much staff and product we need in our stores.

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.

About Zoho Analytics

Visit the Zoho Analytics website

Zoho Analytics is an on-demand reporting and business intelligence solution that helps you get new insights on your business information through its powerful and flexible online business intelligence engine. You get powerful reports in minutes. Create reports and dashboards with an easy to use drag-and-drop designer and share your reports with your colleagues.