With our community of partners, you can get expert advice and training so you can be up and running in no time!

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With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Your data automation partner - connect WorkflowMax to your Excel for efficient reporting connected to your accounting software. Designed for finance teams and accountants to build reports with live client data from both WFM and Xero.


DataDear allows you to automate your work by connecting your client data in both WorkflowMax and Xero to an Excel spreadsheet. There are various ways how DataDear can help your business or accounting firm. This can be used for reporting with data easily refreshed directly from WFM (better than export) whenever required across different organisations. Start by using raw data and build your own reports or from sample management reports provided by DataDear.

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DataDear + WorkflowMax

DataDear integrates with both WorkflowMax and Xero accounting and can provide all data tables and reports provided from WFM directly from Excel for all your companies & organizations. This data can then be shared with other users and clients. DataDear also provides a variety of other reports and sample workbooks which can help you better understand how DataDear can be used for reporting and for managing data in bulk.

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Getting started

To get started with DataDear, there are 3 easy steps to following: 1) Create a free 30-day trial account with DataDear 2) Download & install the DataDear Excel add-in toolbar 3) Add a WorkflowMax company. Also connects to Xero, Payroll and to Xero Projects. Open Excel, login to DataDear and start automating your finance team. You may download data tables, reports or choose a template from the Templates Library. Explore how to setup DataDear

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Additional info

DataDear has been listed on the Xero marketplace since 2016 and can be used in any country supported by WorkflwMax.

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