1. Xero Integrations
  2. WorkflowMax Integration

Setting up the WorkflowMax integration

Integration between SuiteFiles and WorkflowMax (WFM) is two-way. That is, WFM pulls file data back from SuiteFiles to display in their interface. SuiteFiles also pulls client information from WFM and uses this to pre-populate document and email templates.

Connecting WFM to SuiteFiles

This is done by:

  1. A WFM administrator logging in to the WFM account,
  2. Click Admin then Document Management
  3. Click the Enable button by the Suite logo,
  4. Enter your SuiteFiles URL and click the Login to SuiteFiles button,
  5. Click the Trust It button
  6. This connects SuiteFiles with WFM. Client records with a corresponding client folder in SuiteFiles named the same way will display the files stored in SuiteFiles through the documents tab in WFM.