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WorkflowMax: Getting started with WorkflowMax

Step 1:

Savvy Reports is currently undergoing certification with WorkflowMax, this means we are currently not listed in the WorkflowMax app market place. In order to obtain your Savvy Reports API account key, please contact WorkflowMax support (support@workflowmax.com) and specifically ask for a "Savvy Reports API account key". Once you have your API credentials, you can then follow the steps below.

For more information about "working with unlisted add-ons and API connections", provided by WorkflowMax.

Step 2:

Add Add-on

Navigate to "Add-ons" in the menu, you will be directed to select your add-ons . Add the WorkflowMax add-on and follow the login procedure.

Step 3:

Sign In

When prompted for your WorkflowMax API credentials, please input your organisation name and your API account key.

Step 4:

Live

After submitting your WorkflowMax details, you will be redirected back to the add-ons page. You should now see a green light on the add-on to indicate it is now live and ready to be used.