Installation Instructions for the WorkflowMax V3 Connector

Included below are instructions on how to install the connector and some connector specific configuration steps for the WorkflowMax V3 Connector.

Before running a connector for the first time, you must

1. Create a backup of your 12d Synergy database
2. Test your mappings via the 'Run Test' button

If you are a cloud customer, please reach out to our support staff to organise a backup.

Installation

1. Download the connector .dll to your computer - Downloads are available here.
2. Run the 12d Synergy Administrator
3. Connect to your server
4. In the left pane, select Connectors
5. In the Connectors pane, click Load New Connectors at the bottom of the screen
6. Click the Upload Assembly button
7. Browse to and upload the previously downloaded connector .dll file
8. In the confirmation popup, click Ok
9. Click the Close button.

WorkflowMax V3 Configuration

This is the new Connector for WorkflowMax by Xero.

You can read more information on how to configure this connector, or migrate your old WorkflowMax connector, here

For more information on configuration and setting up connectors, please see the 12d Synergy Guide on Connectors

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