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. 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.

Re-attempt Order Export

Once you have added or updated any Workamajig IDs, 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.