Prepare your WorkflowMax export
Create a clean source package before importing historic data.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Choose a quiet migration window.
- Export the required WorkflowMax files and keep the package unchanged.
- Record the source organisation and export time.
- Check that the expected clients, quotes, jobs, staff and financial files are present.
- Store a protected copy for audit and retry purposes.
Good practice
Do not edit identifiers inside source files; mappings depend on stable source identity.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.