Upload Assign Staffs to WorkflowMax/Practice Manager
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In order to upload data in WorkflowMax/Practice Manager, you need to be logged in into current WorkflowMax/Practice Manager organization.
Upload functionality is built on top of
WorkflowMax/Practice Manager API functionality and
utilize the structures that WorkflowMax/Practice Manager API supports.
The first step is to create a template.
How to design a template to upload data from google sheets to WorkflowMax/Practice Manager?
This is one time process. In order to map your data to WorkflowMax/Practice Manager object fields you need to create your own Assign Staffs table. First step is pull object by selecting Add-ons -> G-Accon for WFM & XPM -> Reports Designer. Select Jobs object (table) from the drop down menu and all attributes which you would like to upload. This gives you the structure that you can use to create your own Assign Staffs table. You can select all or some attributes based on your preferences.
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 WFM & XPM -> Upload Accounting Data to WorkflowMax/Practice Manager ‘Company Name’.
How to select object, operation, start cell and rows mode?
You will see the Upload Accounting Data to WorkflowMax/Practice Manager ‘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 sheet.
Your next step is to select the WorkflowMax/Practice Manager table where you want to upload your data.
Select the Assign Staffs table and choose the operation from the Select Operation drop down box.
G-Accon for WFM & XPM supports Insert, Update, Void, Delete, and Delete All operations. Assign Staffs support Update operation only.
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.
How to MAP fields?
Option 2, Map table column headers and object fields, allow to you to map fields from your template to WorkflowMax/Practice Manager fields. Fields in WorkflowMax/Practice Manager table display the list of available WorkflowMax/Practice Manager fields that can be entered or updated. WorkflowMax/Practice Manager object fields CANNOT be changed. The goal is to map DataSet headers to the WorkflowMax/Practice Manager 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/Practice Manager object field has fixed values such as “tax type”, “type”, “status”, etc. Please note that majority of fixed values have the internal WorkflowMax/Practice Manager format and they are different from WorkflowMax/Practice Manager user interface values.
You have the ability to DRAG a field from Fields in WorkflowMax/Practice Manager 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.
How to UPLOAD data in One Click
G-Accon offers the amazing ability to upload your financial data in ONE click.
You just need to go to Add-ons -> G-Accon for WFM & XPM -> and select Upload based on Templates for Current Sheet.
As a result your data will be uploaded to WorkflowMax/Practice Manager 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.
How to modify your upload template?
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 WFM & XPM -> Update/Modify/Delete Templates for Current Sheet
Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.
YouTube Video
You can view the youtube video on how to create the template and upload data from google spreadsheet to WorkflowMax/Practice Manager: Upload Jobs
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