• WorkflowMax Organisation Name – (Required) The organisation name for your WorkflowMax subscription.
  • WorkflowMax Quote Status to send as Order to Unleashed – (Required) The status of quotes in WorkflowMax that are to be sent to Unleashed.
  • Process WorkflowMax Quotes to Unleashed Orders as -(Required) What order status to give WorkflowMax quotes when processed through to Unleashed.
  • Customer code in Unleashed as – (Required) Specify what field in a WorkflowMax client is related to the corresponding customer’s code in Unleashed (this sets up the unique identifiers we use to link customers from your systems).
  • Customer In Unleashed – (Required) Whether you have a single customer or multiple customers in Unleashed.
  • WorkflowMax Cost Item cost as – (Required) Specify the Unleashed product cost applied to WorkflowMax cost item.
  • Unleashed Organisation Name – (Required) The organisation name for your Unleashed subscription.
  • Preferred start date for integration – (Required) The day you want quotes to be pulled in from WorkflowMax.
  • Unleashed Warehouse Code for order processing – (Required)  What warehouse will orders be processed to in Unleashed.
  • Automatically Create Cost Items in WorkflowMax – Select this if it’s likely you’ll have products in Unleashed that don’t exist in WorkflowMax but want to create them as cost items in WorkflowMax.
  • Data Synchronization – (Required) How often the data synchronization should occur.  Note: there are limits on how many calls to different systems that can be made, exceeding this limit may result in extra costs being incurred from other systems.