Migrate WFM Leads

Modified on Mon, 12 Aug at 1:21 PM

The WorkflowMax lead data is very similar to WorkGuru lead import. Build the following report in WFM's report builder. It is assumed you would use the Criteria (step 3) section of the report builder to refine the WFM export to your current work in progress leads based on fields relevant to your workflow.

WFM Report Type - Lead
WFM Report Layout - Table

The WorkflowMax export is then mapped to the WorkGuru import template fields as follows. Note: Not all WorkGuru fields are available in WorkflowMax and will need to be populated manually if required.

WorkGuru	WorkflowMax
Client	[Lead] Client
LeadNumber	Not Available
Name	[Lead] Name
Description	[Lead] Details
Category	[Lead] Category
Stage	Not Available
Status	Not Available
Budget	Not Available
ForecastCloseDate	Not Available
CloseProbability	Not Available
Owner	[Lead] Owners

Upload the lead import template here:

AUS/NZ - https://app.workguru.io/App/Leads/Import

UK - https://uk.workguru.io/App/Leads/Import

Attachments (1)

csv

WFM to WG Le....csv
182 Bytes