INSTALLING G-ACCON FOR WORKFLOWMAX IN YOUR GOOGLE SHEETS
To install G-Accon Add-on for WorkflowMax/Practice Manager you need to go to Google Drive and navigate to New -> Google Sheets. In a new Google Sheets press on Add-Ons -> Get add-ons…
In a new popup “Add-ons” window on the upper right side type “G-Accon for WorkflowMax” and hit “Enter”. Select the below product and click on the “Install” button to install G-Accon for WorkflowMax/Practice Manager Add-on.
You need to click on the “CONTINUE” button and select your google account.
Google will warn you about the permissions that should be granted to G-Accon for WorkflowMax/Practice Manager product:
1. “See, edit, create, and delete your spreadsheet in Google Drive”. This permission is needed to write data from WorkflowMax/Practice Manager into Google Sheets.
2. “Connect to an external service”. This permission is required to connect to WorkflowMax/Practice Manager Public API to get the required data.
3. “Allow this application to run when you are not present”. This permission is required to auto refresh your data.
4. “Display and run third-party web content in prompts and sidebars inside Google applications”. New user-friendly interface has been designed to help users to navigate through WorkflowMax/Practice Manager data structure such as Jobs, Clients, Contacts, Invoices, Suppliers and etc.
Next step is to click on “Allow” and “Done” buttons. At this point G-Accon for WorkflowMax/Practice Manager has been installed.
Next step is to open Add-on. Open Google Sheets -> Go to Add-ons -> G-Accon for WorkflowMax -> WorkflowMax Sign In
Connect to your WorkflowMax/Practice Manager account. Upon pressing “Connect” button, you will be redirected to Xero.com for authorization and Grant access to G-Accon for WorkflowMax/Practice Manager Add-on.
You’ve been successfully authenticated with WorkflowMax.com. You can close this tab, go back to your spreadsheet, and click Add-ons -> G-accon for WorkflowMax to see the menu of available functions. You can close the tab and start using G-Accon for WorkflowMax/Practice Manager Add-on.