Data Sync (user overview)
Creating a Client in Another System (from Xeppo)
Brief video on how to send a client from Xeppo straight into another system (WorkflowMax illustrated).
Another example video showing how to create clients in multiple systems at once (WorkflowMax and XPLAN illustrated).
Managing Your Change Requests
What to do when you get change request notifications, to update data in source systems. It's really easy!