WorkflowMax to BigQuery connector
€100/month
Sync your WorkflowMax data into BigQuery with Kaivo to analyse jobs, invoices, and project profitability.
What gets synced
Kaivo syncs 15+ WorkflowMax tables, including clientgrouplist, clientlist, clients_documents, costlist, invoice_current, invoicelist, into your BigQuery warehouse.
See all WorkflowMax tablesWhat you can do with WorkflowMax data
Project profitability
Use joblist and job_tasks with costlist to compare billed work against costs.
Revenue and billing
Join invoicelist with clientlist to track revenue and outstanding balances.
Pipeline view
Use leadlist and quotelist to follow work from lead to job.
Use your WorkflowMax data in your AI and BI tools
Once your WorkflowMax data lands in your Kaivo-managed BigQuery warehouse, you can explore it with AI tools like Claude or any BI tool that connects to BigQuery. Here is how the most common tools work with WorkflowMax data.
Analyze WorkflowMax data with Claude
Once your WorkflowMax data is in BigQuery you can ask Claude questions about it and get reports and summaries in plain language.
WorkflowMax data in Power BI
Connect your WorkflowMax data in BigQuery to Power BI and build live dashboards that refresh automatically.
WorkflowMax data in Data Studio
Connect your WorkflowMax data in BigQuery to Data Studio and build shareable reports that stay up to date.
WorkflowMax data in Tableau
Connect your WorkflowMax data in BigQuery to Tableau and explore it with interactive visualizations.
WorkflowMax data in Google Sheets
Pull your WorkflowMax data from BigQuery into Google Sheets for quick analysis and shared reporting.
WorkflowMax data in Excel
Pull your WorkflowMax data from BigQuery into Excel for quick analysis and reporting.
Start analyzing your WorkflowMax data in three easy steps
Connect your WorkflowMax account
Connecting to WorkflowMax or any of our other 450+ ready-made data sources is quick and doesn't require deep technical knowledge.
Select the data you want to fetch
The tables and columns you select will be stored securely in a fully managed BigQuery data warehouse.
Analyze with your data tool
Plug in your favorite data tool and start analyzing. All the data you selected will be available in an easy-to-use format.
Why get your data connectors from Kaivo
Access all the data you need
Bring together data from your marketing, finance, HR, CRM, and other systems. Select from our 450+ ready-made data connectors or ask for custom connectors.
Use the data tool of your choice
Analyze data and build reports with your favorite tools. No need to learn a new and complicated tool.
Data warehouse included
All Kaivo plans include a fully managed BigQuery warehouse. Get all the benefits of a data warehouse without any of the hassle.
Data always up to date
Schedule automatic data syncs to run as frequently as you need and your reports will always have the latest numbers.
No need to worry about maintenance
Tools, APIs, and databases change, but we keep your data pipelines working and connectors updated.
Data is cleaned and ready for reporting
Raw data from source systems can be hard to use for analytics or reports. Kaivo automatically cleans all data and makes it easy to use.
Data-driven companies sync their data with Kaivo
Answers to your questions
Yes. Kaivo syncs your WorkflowMax data into a managed Google BigQuery warehouse and keeps it up to date automatically.
Kaivo syncs 15+ WorkflowMax tables, including clientgrouplist, clientlist, clients_documents, costlist, invoice_current, invoicelist.
Kaivo keeps your WorkflowMax data up to date with automatic syncs that you can schedule as often as you need.
No. Kaivo is fully managed, so you can connect WorkflowMax and start analyzing without building or maintaining any data pipelines.
The WorkflowMax connector is €100 per month plus the Kaivo platform fee. See the pricing page for platform fee details and trial terms.
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Get started for free in minutes
Connect your sources and your data's ready to use, warehouse included.
