WorkflowMax Migration
June 26th, 2024, marks the date that WorkflowMax by Xero will retire.
With over a decade of experience implementing and training businesses in WorkflowMax, we are proud to be recognized as foundation partners for the new WorkflowMax by Bluerock.
If you need assistance with your migration and want to take the opportunity to optimize your use of WorkflowMax, we’ve got you covered with fixed fee pricing options – including a free option
To access our packages & Pricing; or to get started
Free WorkflowMax Migration: How it works
Terms and Conditions Apply
Free Migration: Terms + Conditions
- The Rype Group has been designated as your WorkflowMax partner.
- Once a GO-LIVE date has been confirmed, this will be the date when we migrate your data from your old WorkflowMax file to the new file, as is.
- We will not be reconfiguring, remediating your old or new WorkflowMax file in our free service
- For our free service, The Rype Group will not be evaluating data quality, assessing process effectiveness, providing training, or optimizing your platform. Feel free to explore our fixed-price packages for additional services.
- For our free service, The Rype Group will not be configuring custom reports, migrating document templates, or reconnecting your file. You can explore our fixed-price packages for assistance with these tasks.
- For our free migration service, please be aware that terms and conditions may change periodically and we reserve the right to discontinue offering the free migration service at any time. We recommend checking this page for updates.
- This offer expires on the 17th of June 2024.
Frequently Asked Questions
Custom reports will need to be re-built and reconfigured in WorkflowMax 2, this is not included in the free migration service. If you would like The Rype Group to reconfigure your custom reports, please check out our paid packages
Document and Print templates will need to be manually migrated over from WFM 1 to WFM 2. This is not included in the free migration service. If you would like The Rype Group to migrate your templates, please check out our paid packages
You will need to re-connect your XERO file and other integrations after you have migrated. If you would like The Rype Group to reconnect your XERO file, this is included in our paid packages
For any optimizations, re-configurations, training, orientation or onboarding we have a number of fixed fee pricing packages.
Migration takes about 24-48 hours.
Each time the migration tool is used it overrides any data or configurations in WorkflowMax 2.
Bear in mind that if you create a WorkflowMax 2 account, migrate your data over, clean up your data in WorkflowMax 2 and then remigrate again, this will override any work you have done in the system. You have 2 options.
1. Clean up your data in your old WorkflowMax account BEFORE your GO-LIVE migration
2. Migrate your data into the new WorkflowMax account, use it and then clean up your data in the new WFM after you go live.
No. During the migration process there will be a period of 24-48 hours where you will not be able to use your new WorkflowMax file AND any data you put in your old WorkflowMax file will not migrate over.
WorkflowMax - Foundation Partners
With a decade of experience implementing and training businesses in WorkflowMax, we are also recognized foundation partners of WorkflowMax by Bluerock.
WorkflowMax
Your all-in-one Job Management Platform
Effortlessly manage your projects with WorkflowMax. Whether you’re quoting, scheduling, tracking time, invoicing, or generating reports, do it all seamlessly from a single, cloud-based platform. Gain a clear overview of your team’s activities and project profitability.