How to Generate a Report From XPM to Populate Import Template

Using the XPM report generator to populate the import template

To obtain client data from XPM / Workflowmax and quickly populate our import template:

1. In XPM / Workflowmax go to the Reports tab

2. Select report builder

3. Build a report including the details pictured below (if in use)

4. Preview the report and if you are satisfied with the results, simply download it and copy/paste the details into the applicable fields in our template.