WorkflowMax2 Connector
- 05 Aug 2024
- 3 Minutes to read
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WorkflowMax2 Connector
- Updated on 05 Aug 2024
- 3 Minutes to read
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Admin Content
1. WorkflowMax2 Connector Configuration in 12d Synergy
Setting | Value/Value Source | Additional Information |
|---|---|---|
Base URL | https://api.{domain}.com/ | In the value for this detail, replace {domain} with your company’s domain. For example, for 12d Synergy, it would be https://api.12dsynergy.com/ |
Authorize URL | https://oauth.workflowmax2.com/oauth/authorize | |
Client ID | Enter the user’s Client ID to access OAuth2.0 App. | The OAuth2.0 App can be created from https://developer.workflowmax2.com/apps. |
Client Secret | Enter the user’s Client Secret to access OAuth2.0 App. | |
Organization Name | Enter the name of the organization using WorkflowMax2 connector. | |
Redirect URL | https://localhost | This URL must match the link provided when OAuth2.0 app is created. |
Username | Enter the username/email to login to the WorkflowMax account. This field needs to be filled only when you want to import the files that are uploaded to WorkflowMax. | |
Password | Enter the password to login to the WorkflowMax account. This field needs to be filled only when you want to import the files that are uploaded to Work | |
Excluded Job States | Define the states of the job which when set, prevents the connector to pull down the jobs in those states . | |
Sanitise Client Names | Yes/No | Select Yes, if you want to remove invalid Windows filename characters from client names. |
Default Job | Enter the name of the default job that will store general data. If the job doesn’t exist, it will be created. | |
Invoice Folder | Enter the name of the folder or the relative path to the folder that contains the invoices within each job. If such a folder doesn’t exist in a job, it is created. | |
Documents Folder | Enter the name of the folder or the relative path to the folder that contains the documents within each job. If such a folder doesn’t exist in a job, it is created. | |
Update Existing jobs only | Yes/No | Select Yes if you want to update only the jobs that exist in 12d Synergy. |
Earliest Note Date | Mention the date that has to be considered for pulling down the notes created after it. The format is DD/MM/YYYY hh:mm tt ; where tt is either AM or PM. | |
Only sync entities created in the last X days | Enter the number of days to consider the entities created within those recent number of days for syncing. | |
Earliest Creation date | Mention the date that has to be considered for pulling down the entities created on or after it. The format is DD/MM/YYYY hh:mm tt ; where tt is either AM or PM. | |
Latest Creation date | Mention the date that has to be considered for pulling down the entities created on or before it. The format is DD/MM/YYYY hh:mm tt ; where tt is either AM or PM. |
2. Job Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Job WorkflowMax GUID | Text | WorkflowMaxGUID | JobWorkflowMaxGUID | Job WorkflowMax GUID |
Job WorkflowMax ID | Text | WorkflowMaxID | JobWorkflowMaxID | Job WorkflowMax ID |
Job Type | Text | Type | ||
Job Client | Text | Client | ||
Job Client Order Number | Text | ClientOrderNumber | ClientOrderNumber | Client Order Number |
Job State | Text | State | State | State |
Job Start Date | Date | StartDate | ||
Job Due Date | Date | DueDate | DueDate | DueDate |
Job Manager | Contact | Manager | Manager | Manager |
Job Partner | Contact | Partner | Partner | Partner |
Job Contact | Contact | Contact | Contact | Contact |
Job Hyperlink | Text | Hyperlink | Hyperlink | Hyperlink |
Job Name | Text | JobName | ||
Job Client Name | Text | ClientName | ||
Job Client Address | Address | ClientAddress | Client Address | Client Address |
Job Budget | Integer | Budget | Budget | Budget |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
3. Contact Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Contact WorkflowMax GUID | Text | WorkflowMaxGUID | JobWorkflowMaxGUID | Job WorkflowMax GUID |
Contact WorkflowMax ID | Text | WorkflowMaxID | JobWorkflowMaxID | Job WorkflowMax ID |
Contact Phone | Text | Phone | ||
Contact Mobile | Text | Mobile | ||
Contact Address | Text | ContactAddress | ||
Contact Position | Text | Position | Position | Position |
Contact Salutation | Text | Salutation | Salutation | Salutation |
Contact Addressee | Text | Addressee | Addressee | Addressee |
Contact Is Primary | Yes/No | IsPrimary | IsPrimary | Is Primary |
Contact Hyperlink | Text | Hyperlink | Hyperlink | Hyperlink |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
4. Company Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Client WorkflowMax GUID | Text | WorkflowMaxGUID | JobWorkflowMaxGUID | Job WorkflowMax GUID |
Client WorkflowMax ID | Text | WorkflowMaxID | JobWorkflowMaxID | Job WorkflowMax ID |
Client Phone | Text | Phone | Phone | Phone |
Client Fax | Text | Fax | Fax | Fax |
Client Referral Source | Text | ReferralSource | ReferralSource | Referral Source |
Client Export Code | Text | ExportCode | ExportCode | Export Code |
Client is a Prospect | Yes/No | IsaProspect | IsaProspect | Is a Prospect |
Client Postal Address | Address | PostalAddress | ||
Client Address | Address | Address | ClientAddress | Client Address |
Client Website | Text | Website | Website | Website |
Client hyperlink | Text | Hyperlink | Hyperlink | Hyperlink |
Client Email | Text |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
5. Task Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
Task WorkflowMax GUID | Text | WorkflowMaxGUID | JobWorkflowMaxGUID | Job WorkflowMax GUID |
Task WorkflowMax ID | Text | WorkflowMaxID | JobWorkflowMaxID | Job WorkflowMax ID |
Tax Billable | Yes/No | Billable | ||
Task Actual Minutes | Integer | ActualMinutes | ActualMinutes | Actual Minutes |
Task Estimated Minutes | Integer | EstimatedMinutes | EstimatedMinutes | Estimated Minutes |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
6. File Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
File WorkflowMax GUID | Text | WorkflowMaxGUID | JobWorkflowMaxGUID | Job WorkflowMax GUID |
File WorkflowMax ID | Text | WorkflowMaxID | JobWorkflowMaxID | Job WorkflowMax ID |
File Title | Text | Title | Title | Title |
File Description | Text | Description | Description | Description |
File Created By | Contact | CreatedBy | CreatedBy | Created By |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
7. Folder Mappings in 12d Synergy
Source Field | Type | Target Attribute | *Recommended Attribute Name | *Recommended Attribute Display Name |
|---|---|---|---|---|
File WorkflowMax GUID | Text | WorkflowMaxGUID | JobWorkflowMaxGUID | Job WorkflowMax GUID |
File WorkflowMax ID | Text | WorkflowMaxID | JobWorkflowMaxID | Job WorkflowMax ID |
*Attributes defined in these tables are a recommendation only. Please consider your existing 12d Synergy environment and any currently utilised attributes prior to creation.
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