Yes, the same features will be available with some updates rolling out over the re-development period to areas of the platform that needed some enhancements!

There will be minimal training required - WorkflowMax by BlueRock will include the same features and functionality you know and love and will also contain some new features that the community has been requesting for quite some time!

WorkflowMax by BlueRock intends to integrate with Xero, HubSpot, Google Drive, SharePoint, and Dropbox and support other third-party integrators in the transition. 

We intend to build a similar integration. Any existing Xero integration will remain until Xero's retirement of WorkflowMax on 26 June 2024.

Will the Public/Open API be changing? V1 of the WorkflowMax by BlueRock API closely mirrors the existing WorkflowMax by Xero V3 API. This design ensures that existing integrations and app partners can seamlessly maintain continuity by simply re-authenticating their integration to connect to the V1 API. In parallel, we are actively developing a second API version, V2. This modern JSON-based API introduces several enhancements, including a refined data structure. For example, it incorporates custom field data as part of the standard response, eliminating the need for a separate call to retrieve this information. Additionally, V2 boasts webhook support, enabling integrations to subscribe to real-time events and receive immediate updates.

To create a feature request, please navigate to our 'Feature Requests' forum here (https://workflowmaxbybluerock.ideas.userback.io/). You can see the status of each feature request marked as 'Open', 'Under Consideration', 'Planned for Development', 'In Development', or 'Complete'.

Multi-Factor Authentication (MFA) is compulsory for all users in your WorkflowMax by BlueRock account. This best practice approach, aids in ensuring a consistently high level of security for all users and their data.

We're excited to announce that Version 1 our new API will allow all existing Ecosystem Partners (Apps and 3rd party integration services) the opportunity to simply re-authenticate and connect to WorkflowMax by BlueRock, which will minimise disruption for customers in the migration. The V1 API closely mirrors WorkflowMax by Xero’s V3 API so that there is minimal development effort required to re-integrate. We are also developing a marketplace/directory of Apps that are connected to WorkflowMax by BlueRock, which will be available via www.workflowmax2.com.

Yes, we are planning to build a new integration to Sharepoint, which will be free to use as part of the WorkflowMax by BlueRock subscription. We are also building integrations into Google Drive and Dropbox as alternative Document Management Software (DMS) integrations.

Will WorkflowMax by BlueRock support multi-currency that will integrate with Xero? Yes, the new WorkflowMax by BlueRock development roadmap includes an extension of the existing Xero integration to support multi-currency. This will enable seamless integration with the currencies in your Xero account.

We are looking at numerous ways to improve the current Xero integration. Elements such as being able to edit fields on the invoice after approval, supporting multi-currency, syncing payments both ways, and pushing documents into Xero are some of the areas under consideration.

Yes, custom fields will be included as part of a standard API response, rather than provided as a separate endpoint, when using our V2 API. However, our V1 API will continue to serve custom field data in the same manner as WorkflowMax by Xero’s existing V3 API to allow you to easily continue to use your existing integration.

Yes, we will have Single Sign-On options available. We might not have them ready for go-live in February 2024, but we intend to have all your favourites by June 2024, including Xero, Microsoft, and Google.

We don't have plans to build inventory management into WorkflowMax by BlueRock at this time. We will however, be building additional endpoints in our API to allow for better and deeper integrations into third party Inventory Management solutions.

There will be a migration tool available for users wanting to migrate their data over to the new platform. We will be releasing more details about how this migration tool will work over the next few months.

Yes the migration tool will be free to use for any existing WorkflowMax user, in order to support you with moving your data to the new platform.

We will be providing migration documentation on the WorkflowMax by BlueRock website, which will go through the migration process in detail. This will be available well before our Beta release in December 2023. We will also run a webinar to walk customers through the process in the lead up to our live release in February 2024.

Existing WorkflowMax customers will be invited to start the migration process in early February 2024 (if not earlier via the Beta release). When migrating to the new platform, customers will also be activating their new subscription in WorkflowMax by BlueRock.

Yes, custom fields will be migrated to your new account via our migration tool.

Users are more than welcome to sign-up for a free trial for WorkflowMax by BlueRock and test out the new features/functionality and get comfortable before formally migrating their data across.

Our migration tool will migrate all data that is in your existing WorkflowMax by Xero account – this ensures that you continue to have access to all historical information that you may require. Once migrated, there is bulk action functionality in the WorkflowMax by BlueRock product that can be used to ‘tidy’ any old data as required – for instance bulk archiving clients.

The three months discount will be applied at the point of migration and subscription activation (prior to 1 April 2024). This will be applied independent of your relationship to your Accountant.

Yes, pricing will remain the same, and if you create your new account before 1 April 2024, you'll receive 50% off your subscription for your first three months.

We will honour the same not-for-profit subscription rates that you've previously been offered. Please connect with us to discuss and activate.

We are keeping the pricing and subscription packages the same as WorkflowMax by Xero to keep the migration to WorkflowMax by BlueRock as streamlined as possible. For more detail, you may refer to the existing WorkflowMax website Pricing page: https://www.workflowmax.com/pricing

Our commitment is to keep pricing exactly the same for the entirety of 2024. Thereafter, we will likely revisit pricing, but certainly keeping to the same proposition of being the most feature-rich product, for the lowest possible price.

If you have a product, technical or account enquiry regarding your current WorkflowMax by Xero subscription then please browse Xero’sXero's support line

We will (at minimum) replicate what support capability and channels are already in-place. We will have support team capability distributed around the world to provide round the clock support and local understanding.

There will be a beta period for select customers in December 2023 and January 2024 with plans to go live in early 2024. If you would like to be one of the first to experience the new platform and help suggest product enhancements, please enquire here.

Xero’s WorkflowMax product will be retired on 26 June 2024. Once launched, you have up until this date to become a customer of WorkflowMax by BlueRock

We will be launching Knowledge Management, Training Guides and Courses to support your awareness and understanding in the WorklflowMax by BlueRock product. If customers would like to speak with an expert, we recommend connecting with an Implementation Partner who can provide advanced thinking and support.