How to export data from WorkFlowMax to Synergy

WFM to Synergy Export
Total Synergy gives you control of the planning, management, and accounting of your AEC design projects in one place and offers a perfect solution to your project management and project accounting needs.

Switching from WorkFlowMax to Synergy software is easy and most data can be imported.

Why should I switch from Workflow Max to Synergy software?
Workflow Max will be discontinued in 2024. Current users will have to find a new platform to manage their projects. Synergy offers more features and functionality than Workflow Max. Additionally, Synergy provides more advanced reporting and analytics capabilities.

What is the process for migrating from Workflow Max to Synergy?
The migration process involves exporting data from Workflow Max and importing it into Synergy. Synergy provides tools and resources to assist with the migration process and offers support throughout the process.

How long does it take to migrate from Workflow Max to Synergy?
The time it takes to migrate from Workflow Max to Synergy depends on the amount of data being migrated and the complexity of the workflow. However, Synergy has a dedicated migration team that works to ensure a smooth transition.

What kind of training and support does Total Synergy offer for users transitioning from Workflow Max?
Total Synergy offers training and support resources, including documentation, video tutorials, and webinars. Additionally, Total Synergy’s support team is available to answer any questions or concerns that may arise.

Why is Total Synergy better than WorkFlowMax? Read the blog post – 5 Reasons Why Total Synergy is the Perfect Solution for WorkFlowMax customers

WFM provides info on how to export data

 

More To Explore

Total Synergy Logo
Why Total Synergy?

Simplify Product Delivery

Free Your Team to Focus On What They Do Best: Delivering Great Projects

Reduce Project Risk

Reduce Project Risk with Real-Time Financial Insights.

Win the Right Projects

Win Projects That Drive Profit and Avoid the Ones That Don’t.

Receive 24/7 Support

Expert A&E-Focused Support Whenever You Need It.
Solutions

Produce Budgets & Quotes

Make budgeting and quoting easier, more accurate, and less stressful.

Manage Projects

Stay organized, on time, and on budget with tools that drive project profitability and efficiency.

Track Time

Track time effortlessly, stay on budget, and improve billing accuracy at every project phase.

Allocate Resources

Easily see who’s working on what, their availability, and how to best balance workloads.

Process Invoices

Get invoices out faster, reduce delays, and keep cash flowing with clear project finances.

Track Finances

Make budgeting and quoting easier, more accurate, and less stressful.

Decide with Data

Make smarter decisions with real-time dashboards and reports.

Forecast Revenue

Gain crystal-clear visibility into your future revenue, project profitability, and resource needs.

Apply Document Control

Centralize your project information for seamless collaboration, better control, and fewer headaches.

Use Cases

By Practice

Architecture

Deliver Your Best Designs with Project Management Built for Architects

Engineering

Manage Engineering Projects with Precision and Clarity

By Role

Business Owner

Run a Smarter Practice with Less Stress

Finance Leader

Take Charge of Your Firm’s Financial Future with Confidence

Project Manager

Lead Projects Without the Stress

Operations

Simplify Your Operations for Unmatched Efficiency

Resources

Blog

Customer Stories

Webinars & Events

Guides

Videos

Integrations

Customer Support

About

About Us

Careers

Partners

Contact Us

Log In

Book a demo