Upload Costs 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. The easiest way to map your data to WorkflowMax/Practice Manager object fields is to go to Add-ons -> G-Accon for WFM & XPM -> Design Reports, select Costs 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/Practice Manager 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 have the entered values in it will be highlighted in the below box.

In our example, we are retrieving Costs from one of our WorkflowMax/Practice Manager organizations. Here is the result of the execution.

Let’s assume we need to add New Client in Google spreadsheet and upload it into WorkflowMax/Practice Manager. We have entered a new client data with name, address, status, and other 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 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 Costs table and choose the operation from the Select Operation drop down box. G-Accon for WFM & XPM supports Insert, Update, Delete, and Archive operations. Costs support Insert, Update, and Delete 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.

When costs are created successfully the deep link(s) to WorkflowMax/Practice Manager screen will be displayed.

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