PayHero integrates with WorkflowMax, a project management system owned by Xero. A WorkflowMax integration allows you to sync your recorded time entries, ready for processing your next pay run in PayHero.
Integrating with WorkflowMax
Navigate to the Manage > Integrations tab. Here you can connect your PayHero account to WorkflowMax by clicking the Connect button. You will be prompted to log in through the same authentication process as you would for Xero and allow access.
Please note, the WorkflowMax integration requires a specific WorkflowMax login. This integration is not available via Xero Practice Manager login as this is a separate to WorkflowMax itself.
The WorkflowMax company name you've connected to will be shown and you will now have the option to sync time with WorkflowMax.
Preparing to Sync Time Entries
Prior to syncing with WorkflowMax, you will need to first ensure the following two fields between the two systems are an exact match.
|Staff Name||Display Name|
|Task Name||Work Name|
- Display Name: Can be adjusted from the employee's Personal tab.
- Work Name: Can be edited through Manage > Work.
Syncing Time Entries
To synchronise your WorkflowMax time entries with PayHero, click the Sync button under Manage > Integrations.
You will be prompted to select a date range of time to import. After selecting the required range, click Sync to finalise.
Upon a successful sync you will see a confirmation pop-up. The time entries from WorkflowMax will be available to view from the PayHero Timesheets.