Mediaforce setup [in-depth guide]

Mediaforce system setup

NOTE: Before starting, please contact your Workamajig account manager via support@workamajig.com to turn on the Media plan and other settings in Workamajig.

Step 1: Populate accounting API Link

Under the Agency module > Settings, click the third Integrations tab and scroll down to the Workamajig section. Click Connect an account and enter the information from the Workamajig API guide section (Media plans and Media plan vendor invoices).

 

To find the API tokens in Workamajig, go to:
Admin/manager > System setup > Connections > API

NOTE: This screen will provide the company API token and the ability to reset the personal/user API token. The personal/user token is visible by clicking on your name in the top right corner > API user token

Complete all fields and click Submit

 

 

 

Step 2: Populate vendor ID and station/pub ID fields

Link the codes from Workmajig to MediaForce by going to Agency > Vendors. Locate the vendor, click Edit, and enter the vendor ID and station/pub ID from Workamajig.

 

Step 3: Populate the Job number field in the campaign

Link the project number code from Workmajig to MediaForce by entering the code into the Campaign settings in MediaForce.
Add the project in Workamajig to generate a project number code:

 

Populate the Job number field in Campaign settings in MediaForce with the WMJ code: Copy the text exactly, including special characters. Do not add spaces.

 

Exporting orders (billables)

Step 1: After creating orders, click the “My orders” tab (shopping cart icon).
Step 2: Use the “Search Orders” drop down or the Search field to locate the desired Orders. Check the box next to the orders you wish to export (you can export multiple orders simultaneously).
Step 3: Click the Accounting exports button and choose 'Workamajig API'
Step 4: Once the file is prepared, click Send to Workamajig and wait for the 'success' notification.

 

 

Exporting invoices (payables)

Step 1: After the invoices have been reconciled in the platform, elect to 'archive' the matched invoices.
Step 2: From the Archived invoices tab, use the Search invoices drop-down or the Search field to locate the desired invoices. Check the box next to the invoices you wish to export (you can export multiple invoices simultaneously).
Step 3: Click the Accounting exports button and choose 'Workamajig API'
Step 4: Once the file is prepared, click Send to Workamajig and wait for the 'success' notification.

 

 

Once the transactions are sent to Workamajig, they will be available via the Menu > Media > Media plan Screen.