1. New Connection

When a new user accesses the ResponseDataIO API Connector, they are presented with the New Connection form. This form requires the following information:

• Contact Name
• Company Name
• Email
• New Password
• WorkflowMax Org ID (found in the URL string of their WorkflowMax 2 instance)
• Fiscal Year Start Month (options: 1 Jan, 1 Apr, or 1 Jun)

The user can also choose to Log In if they already have an existing connection.

2. Log In & Connection Selection

After logging in, the user is directed to the Connections screen, where a list of existing connections is displayed. The user can select an existing connection, which leads to the Connection Page.

If the user has just created a New Connection, the WorkflowMax 2 Authorization screen is presented. Once authorized, the user is redirected to the Connection Page.

3. Connection Page

The Connection Page is the heart of the ResponseDataIO app. It provides the following key features:

• Display of Database Credentials associated with the connection.
• Update Schedule and current synchronization Status.
• Current record counts for key tables: Clients, Quotes, Jobs, POs, Invoices, Timesheets.

Synchronization Section

• Users can set From and To dates to synchronize specific data.
• Users can refresh individual endpoints with or without date ranges.
• A Sync All option allows the user to run all endpoints as a backend job.
• Individual synchronizations run in real-time, with a message bar displaying progress and token expiry time.

4. Navigation Options

Summaries

The Summaries tab provides detailed tables displaying job and timesheet data. The data is categorized by job status and client, allowing the user to easily view project progress and work done for each client.

Charts

The Charts tab visualizes important financial data, such as invoices and timesheets. The bar charts show the number of invoices per month and differentiate between billable and non-billable timesheets for each month.

Tables

The Tables tab allows users to view the database tables directly. They can select a table from a dropdown menu to see the contents. There is also an option to download the table data in CSV format for offline analysis.

Query

The Query tab provides a SQL query interface where users can input and run SQL queries directly on their WorkflowMax 2 data. Users can also download the query results as a CSV file for further analysis.