You can import data into all the major data tables in WorkflowMax by using CSVComma Separated Value. A type of text file that you can use to import data into WorkflowMax from other applications. You can also export data from WorkflowMax data tables into CSV format. or tab-delimited text files. These files can be created in a spreadsheet or text editor, or by exporting them from other applications.
Imports are of most value during initial setup of your system, but they can also be used later to add and update information in some tables.
WorkflowMax will normally ignore duplicate records. This means that you can re-import a spreadsheet after making changes to it (such as adding some new records), and any duplicate records will simply be ignored.
This is generally acceptable, but there are some cases where you might wish to re-import a record to update the information that is already on file (such as a client or supplier address or for cost updates). To cater for this, some data tables support the Update Existing? feature, which allows existing data records to be updated with newly imported information.
The help information for each import type indicates clearly whether the Update Existing? feature is supported or not.
You can import data into the following data tables:
- Job Cost
Example files are available in the CSV import file library.
Additional import options for MoneyWorks, MYOB, QuickBooks and Traffic, are available in the Business > Settings > Import > File Type drop-down list.
If you are using the optional Lead Manager, you can import leadsA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. from quotesA quote contains details of the costs that your client should expect to incur if they proceed with the job. There may be some variation between the quoted costs and actual costs, but your client should have some confidence that this variation will be small. In WorkflowMax there is no difference between an estimate and a quote, apart from the name. In practice, the client may expect that quoted costs will be more accurate than estimated costs, if the job goes ahead. See also Master quote..
If you are using Xero, you can import contacts from Xero.
If you are using WorkflowMax Premium, you can also import:
- invoices (from Xero)
- staff data.
Before you begin
Before you import any job, invoice, purchase order or quote data you must find out what sequence number to use for the first imported data record. This ensures that the imported data will use sequence numbers that follow on directly from your existing numbers.
For further details, see Editing
Working with data imports