Connect Google Sheets to WorkflowMax/XPM,
by-directionally. Pull data from WorkflowMax and XPM tables, such as Jobs, Quotes, Tasks, Purchase Orders, etc. Refresh data, reports, and build custom queries. Make changes and import data into WFM or XPM directly from Google Sheets.
Use our flexible templates to customize and generate reports such as Purchase Order Details, Purchase Order Summary, Quote Detail, Receivable Invoice Detail, Receivable Invoice Summary, etc.
Refresh your reports & dashboards automatically when you are offline using a flexible schedule: hourly, daily, weekly, monthly. Create BI dashboards by connecting your spreadsheets to Google Data Studio and setting auto-refresh.
Create/Update/Delete Contacts, Costs, Groups, Jobs, Leads, Purchase Orders, etc. and import to WorkflowMax by simply selecting rows in Google Sheets. No hassle with CSV files. Use our workflow processor to schedule automatic data uploads from Google Sheets to WFM.
Automatically generate and email real-time reports to your team and clients in Excel, PDF, CSV or Google Sheets. Create and send alerts when certain criteria are met.
Easily share spreadsheets and collaborate with your team and clients in Google Drive. Work as a team on a shared spreadsheet, leave comments, and track changes. Now your users without access to WorkflowMax can see live WFM data!
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