--- title: "WorkflowMax2 Connector" slug: "workflowmax2connector" updated: 2026-06-10T06:04:53Z published: 2026-06-10T06:04:53Z canonical: "help.12dsynergy.com/workflowmax2connector" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt > Use this file to discover all available pages before exploring further. # WorkflowMax2 Connector Admin Content ### 1. WorkflowMax2 Connector Configuration in 12d Synergy | Setting | Value/Value Source | Additional Information | | --- | --- | --- | | **Base URL** | [https://api.workflowmax2.com/](https://api.workflowmax2.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](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** | [http://localhost:55555/wfm2](http://localhost:55555/wfm2) | This URL must match the link provided when OAuth2.0 app is created. | | **Username** | Enter the username/email to log in 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 log in 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 | Email | Email | Email | > ***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.** [Back to Connectors](https://help.12dsynergy.com/docs/v5connectors)