Why did my order fail to export to Workamajig?

Here's how to fix an order export fail to Workamajig in Bionic for Agencies

In Bionic for Agencies you have the ability to Integrate with Workamajig (WMJ). Once integration is enabled you can export your Bionic orders and bills to Workamajig. If you receive an error that an order failed to export, there are a few things to check to ensure your integration is configured properly. In this article, we'll cover how to fix Workamajig order export issues.

Table of Contents:

1. Check Your Connection
2. Check Your WMJ Project Number
3. Check Your WMJ Vendor ID
4. Check Your WMJ Media ID
5. Check Your Order Plan Line Data
6. Re-attempt Order Export

Check Your Workamajig Connection

First you will want to ensure your Workamajig integration is properly connect in Bionic. Here's a help article on how to Connect WMJ Integration.

Check Your Workamajig Project Number

During the initial setup of your integration between Bionic and WMJ you mapped your Bionic campaigns via Workamajig Project Number. In Bionic, you will want to check to ensure a project number was mapped to the campaign and if the project number is correctly associated.

Here is how: Set Project Number on the Campaign Level.

Check Your Workamajig Vendor ID

During the initial setup of your integration between Bionic and WMJ you mapped your Bionic vendors via Workamajig Vendor ID. In Bionic, you will want to check to ensure a Vendor ID was mapped to the Vendor in Bionic and if it is correctly associated.

Here is how: Set Vendor ID on the Vendor Level.

Check Your Workamajig Media ID

During the initial setup of your integration between Bionic and WMJ you mapped your Bionic programs via Workamajig Media ID. In Bionic, you will want to check to ensure a Media ID was mapped to the Program in Bionic and if it is correctly associated.

Here is how: Set Media ID on the Program Level.

Check Your Order Plan Line Data

Once you have ensured you've properly mapped your Workamajig Project Number, Vendor ID, and Media ID, it would be advisable to check the plan line data on your Order. Here's what to look for:

1. Check to ensure our line data includes Product, Channel, Flight Dates, Rate, Rate Type and Quantity (if applicable).

If not, you will want to fill that data in to ensure the Order can export properly to Workamajig.

Here is how: Build Out Placements

Re-attempt Order Export

Once you have added or updated any Workamajig IDs and/or plan line data, you will want to re-attempt order export. You can do so in two ways:

1. Manually Export an Order - Here you can select which order(s) you'd like to re-export.
2. Update an Exported Order - In this process, you will have WMJ re-attempt the export by revoking and re-approving the order.