Import Clients from Google Sheets
SECTIONS IN THIS ARTICLE
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. The first step is to create a template.
The first step is to create a template.
#How to design a template to upload data from Google Sheets to FreshBooks?
This is one time process. The easiest way to map your data to Workflowmax object fields is to go to Add-ons -> G-Accon for Workflowmax -> Reports Designer -> Design Clients Report, select Clients object (table) from the drop down menu and all attributes which you would like to upload. This gives you the structure that can be easily mapped and post into WorkflowMax account. You can select all or some attributes based on your preferences.
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.
In our example, we are retrieving Clients from one of our WorkflowMax organizations. Here is the result of the execution.
Let’s assume we need to add New Clients in Google spreadsheet and upload it into WorkflowMax. We have entered a new account with name, type, status, and other account attributes. Next step is to create the Upload Template. In order to create the Upload Template, you need to go to Add-ons -> G-Accon for WorkflowMax -> Upload Accounting Data to WorkflowMax ‘Company Name’.
#How to Select Object, Operation, Start cell and Rows mode?
You will see the Upload Accounting Data to WorkflowMax ‘Company Name’ screen where you can specify what are you planning to change in Row Selection Mode, what object you are working on, what operation you need, what the start cell is and, where your result will be displayed in your Google Sheets.
Row Selection Mode gives you the ability to make the following selections (Notice: You do not need to select All Data area):
You can work on ALL Rows
Only New Rows
Currently Selected Rows
You can also specify Data Range and in this case you need to select Rows in the Specified Data Range
Or you can specify the row number Specified Row Number.
Your next step is to select the WorkflowMax table (object) where you want to upload your data. Select the Clients table and choose the operation from the Select Operation drop down box. G-Accon for WorkflowMax supports Insert, Update, Delete and Archive operations. Clients support all operations.
The Address of the First Table Header Cell is the identifier of the top left corner of the DataSet and needs to be set up in case the data is not starting from A1, for example, in our case our template starts in A2. The Result Column field is used to set the position of upload results.
Where Id is object id, Success will be true in case operation was fulfilled successfully, Created will be true in case insert was successfully, Error displays a error in case error happens and Timestamp is the time when operation was performed.
Option 2 Map table column headers and object fields, allow to you to map fields from your template to FreshBooks fields. Fields in WorkflowMax table display the list of available FreshBooks fields that can be entered or updated. WorkflowMax object fields CANNOT be changed. The goal is to map DataSet headers to the FreshBooks object fields. G-Accon provides field data types and discrete values. Column mapping contains the headers of your DataSet.
As our unique feature we also support custom field mappings. There are no restrictions on how your input DataSet headers are named. If any mandatory fields during the upload process are missed, you would be notified with the error message. For your convenience, we provide data types and values in case WorkflowMax object field has fixed values such as “tax type”, “type”, “status”, etc. Please note that majority of fixed values have the internal WORK format and they are different from WorkflowMax user interface values.
You have the ability to DRAG a field from Fields in WorkflowMax table above and DROP on the column you want to map it to.
#How to schedule automatic Data Upload?
To schedule the auto upload, you can create a workflow thru the option Create Workflow and schedule auto upload and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications within the same spreadsheet.
See the Create Workflow for further information.
G-Accon offers the amazing ability to upload your financial data in ONE click. You just need to go to Extensions -> G-Accon for WorkflowMax -> and select Upload to WorkflowMax based on Templates for Current Sheet. As a result your data will be uploaded to WorkflowMax organizations right away without any delay. To schedule the auto upload, you can create a workflow thru the option Create Workflow and schedule auto upload and notification processes.
You are in the middle of the refresh process and you realize you need to modify your report. You need to select Extensions -> G-Accon for WorkflowMax -> Update/Modify/Delete Templates for Current Sheet
Select the object, make the necessary changes to it and Update the template or Update and Execute
You can view the YouTube video on how to create the template and upload data from google spreadsheet to Xero, QuickBooks or FreshBooks accounts: Upload Journal Entries