Unlimited Exports, Imports, Deletes directly from Google spreadsheets. Jobs, Quotes, Tasks, Purchase Orders, etc. Make changes and Import data back into WFM.
Use G-Accon flexible templates and the power of Google Sheets to create Purchase Orders, Quote Detail, Receivable Invoice Summary, etc. reports.
Refresh your reports & dashboards automatically when you are offline using a flexible schedule: hourly, daily, weekly, monthly.
Create/Update/Delete Contacts, Costs, Groups, Jobs, Leads, Purchase Orders, etc. and import to WorkflowMax or XPM by simply selecting rows in Google Sheets. No hassle with CSV files.
Automatically generate and send real-time reports to your team and clients in Excel, PDF, CSV or Google Sheets using a workflow builder.
Easily share spreadsheets and work as a team, leave comments, and track changes with you colleagues and clients in Google Drive.
Download G-Accon app from Google Marketplace. You can start with a free 14-day trial.
Follow the instructions and connect Google Sheets to your WorkflowMax (or Xero Practice Manager) account.
Select your options, such as dynamic or custom dates, filters, time periods, etc.
Use our workflow automation to automatically refresh your data in Google Sheets