Connecting to WorkflowMax/Xero Practice Manager.

In order to use PlanRight, you’ll need to connect to either WorkflowMax or Xero Practice Manager. The steps are the same, whether you are connecting to WorkflowMax or Xero Practice Manager:

How to connect to WorkflowMax/Xero Practice Manager
When you first sign up to PlanRight, you will be walked through the process to connect your PlanRight account to your WorkflowMax/Xero Practice Manager acco...
Fri, 20 Mar, 2020 at 3:23 PM
Plan in PlanRight
Choose this option if you haven’t done any detailed planning in WorkflowMax and would like to start planning in PlanRight. With this option your clients, jo...
Fri, 20 Mar, 2020 at 11:14 AM
Planning in WorkflowMax
Choose this option if you have been using WorkflowMax to do your detailed planning. With this option you will be able to import all your data from WorkflowM...
Fri, 20 Mar, 2020 at 3:59 PM
The First Sync
The time it takes for the sync to finish depends on the amount of data in your WFM/XPM account - it can be anywhere from 2 minutes to 2 hours (if you have t...
Mon, 23 Mar, 2020 at 10:17 AM
Sync Modes
PlanRight supports three sync modes: 1. Automatic- the daily and quick syncs will run as described below and changes made in PlanRight will sync to WFM/...
Fri, 20 Mar, 2020 at 11:17 AM
Daily Sync
Every day, at approximately 7am, 11am, 3pm and 7pm (in your timezone), PlanRight will do a complete sync of your data from WFM/XPM to PlanRight.  This inclu...
Tue, 10 Mar, 2020 at 10:46 AM
Quick Sync
Every 20 minutes, between 7am and 7pm (in your timezone), PlanRight will attempt to perform a quick sync of your data from WFM/XPM.  This includes: - Up...
Tue, 10 Mar, 2020 at 10:46 AM
Changes made in PlanRight
The following changes, made in PlanRight, will be updated immediately in WorkflowMax: - When a task is allocated to a staff member, that staff member wi...
Fri, 20 Mar, 2020 at 11:18 AM
Syncing Jobs for a Client
If you have added a job in WorkflowMax and don't want to wait for the sync to happen, you can select the client from the Jobs screen and click the &quo...
Tue, 10 Mar, 2020 at 10:48 AM