To get accounts data from WorkflowMax you need to be logged in into WorkflowMax. Then you need to select from the menu Add-ons -> G-Accon for WorkflowMax -> Reports Designer -> Leads.
Select Leads option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which has the entered value in it will be highlighted in the below box.
WorkflowMax provides Optional features that might be useful for your business.
Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Enforce pick list values
- Keep Original Formatting
- Freeze Data Table Header
- Retrieve headers
- Create a Data Table around pulled data
- Display Date Range
- Exclude Auto Refresh
You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field.
Select the field to filter by. This powerful feature allows to filter data based on your specific criteria.
The data query result can be displayed in certain order. To achieve that you need to use Order Result By option. In Order By field you need to select the attribute and Order Type will give you the Ascending or Descending order options.
To execute the process, click on the “Execute” button. The Leads details will be populated on the Google Sheet.
How to modify your report and update your template at the same place?
You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for Xero WorkflowMax> Update/Modify/Delete Templates for Current Sheet
Select the object, make the necessary changes to it and Update template or Update and Execute the new query.