Moving off WorkflowMax? Your history comes with you.
AtomicSam imports your clients, Jobs, time, quotes, invoices and costs from WorkflowMax, including the task and cost libraries you built up over years. Your old records stay readable after the move.
The reason firms stay on a system they have outgrown
It is almost never the software. It is the ten years of Jobs, the task library somebody spent a fortnight getting right, the rates, and the invoices you still need to look up. Starting clean means losing all of it, so the move never happens.
AtomicSam was built with that problem in mind, so the import is not an afterthought bolted on for launch.
Eighteen kinds of record, not just a client list
People and organisations
- Staff
- Clients
- Contacts
- Client-to-contact relationships
- Suppliers
Work
- Jobs
- Job tasks
- Job task assignments
- Job costs
- Job statuses
Your libraries
- Task templates
- Cost templates
Commercial records
- Time entries
- Quotes
- Invoices
- Quote-to-Job links
- Invoice-to-Job links
The links matter as much as the records. An invoice that has lost its Job is just a number.
A seven-step wizard, not a data project
Export your files from WorkflowMax
Upload them into the wizard, one file slot per record type
Preview what was found before anything is written
Map your WorkflowMax Job statuses onto AtomicSam's
Choose your import options
Run it, with progress shown as it goes
Review the summary
Nothing is thrown away
Imported records are written into AtomicSam, and the original WorkflowMax rows are also kept in separate legacy tables. If a figure ever looks wrong, the source is still there to check against. Every import is logged.
A checklist, not a shrug
The import finishes with a post-import checklist and a report, so you can work through what needs a human eye rather than guessing whether it worked.
Bring the history. Leave the friction.
Start a free trial and run an import against your own export files.
14-day free trial · No credit card required
Xero announced in March 2023 that it would retire WorkflowMax and sold the brand to BlueRock, and WorkflowMax by Xero was taken offline in June 2024. Many firms have moved system once already. If you are considering moving again, the data is the part worth getting right.