Sync

How do I connect Workflowmax/Xero Practice Manager to PlanRight?
When you first sign up to PlanRight and choose Connect to WFM/XPM, you will be walked through the process to connect your PlanRight account to your Workflow...
Tue, 22 Sep, 2020 at 12:16 PM
What are the differences between the sync options?
Plan in PlanRight This option is designed for users who wish to plan their time via “Plan Job” (drag and drop) or from the “Jobs” tab in PlanRight. In this...
Tue, 22 Sep, 2020 at 3:10 PM
How long does the initial sync take?
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 5 minutes to overnight (if you have...
Tue, 22 Sep, 2020 at 3:00 PM
How often does the automatic sync happen?
There are two parts to the automatic sync.   Daily Sync - 4 times a day Quick Sync - Approximately every 20 minutes
Tue, 22 Sep, 2020 at 3:04 PM
How does the timesheet syncing work?
You can enter timesheets in both PlanRight and WFM for both sync modes. However, in order to sync timesheets correctly, the task data should be mirrored acr...
Tue, 22 Sep, 2020 at 2:46 PM
Why can I see all my completed and cancelled jobs in PlanRight?
PlanRight will automatically hide specifically "Completed" and "Cancelled" WFM job states on your schedule. However, you may want jobs u...
Mon, 14 Sep, 2020 at 3:28 PM
Can I quickly sync jobs for one client?
If you have added a job in WorkflowMax and don't want to wait for a full sync to happen, you can select the client from the Jobs tab and click the &quo...
Tue, 22 Sep, 2020 at 3:16 PM