WorkflowMax 

WorkflowMax is a project management software.

• For more information about connecting to SaaS applications, see Connecting to SaaS applications.

• For more information about Lite connectors, see Classifications for SaaS application connectors.

• Depending on your use case, you might need to install Data Movement gateway to move data from SaaS applications. For more information, see When is Data Movement gateway required?.

Supported update methods

For more information, see An overview of target update methods.

Landing tasks:

• Change data capture (CDC)

• Reload and compare

Replication tasks:

• Change data capture (CDC) using Change Tables

• Full load

Landing data in a data lake tasks:

• Change data capture (CDC)

• Reload

Preparing for authentication

To access your WorkflowMax data, you need to authenticate the connection with your account credentials.

To get your client ID and secret, you must create an 0Auth 2.0 app. For more information, see the Create your OAuth2.0 app procedure.

Set the redirect URI to https://connector.qlik.com/auth/oauth/v3.htm.

Creating the connection

For more information, see Connecting to SaaS applications.

1. Click Authenticate when you have filled in the required connection settings.

   You may be asked to log in to the source application.

   A window is displayed with an authentication code.

2. Copy the code to the clipboard and return to the connection dialog.

3. Paste the code in Complete authentication with the code provided by the source and click Verify.

   Tip noteYou may need to scroll down to see this field.

   When status is Verified,the authentication is verified.

4. Provide a name for the connection in Connection name.

5. Select Open connection metadata to define metadata for the connection when it has been created.