In order to upload data in WorkflowMax, you need to be logged in into the current Xero/WorkflowMax organization. Upload functionality is built on top of WorkflowMax API and utilizes the structures that WorkflowMax API supports.
- Assign Staffs Upload
- WorkflowMax Clients Upload
- WorkflowMax Contacts Upload
- WorkflowMax Costs Upload
- Custom Fields Definitions
- Groups
- Jobs Upload
- Job Costs Upload
- Job Estimates Upload
- Job Notes
- Job Quotes
- Job States
- Job Tasks
- Job Tasks Reorder
- Leads
- Managing Groups
- Purchase Orders
- Staffs
- Suppliers
- Timesheet
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