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Connect Autotask to Project Manager like Magic

How to Use Magical to Transfer Data from Autotask to Project Manager
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Transfer Data from Autotask to Project Manager: A Step-by-Step Guide

With Magical, you can transfer data from Autotask to Project Manager in seconds – no complex integrations or code required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to transfer data from Autotask to Project Manager, helping you streamline your project management processes and increase productivity.

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What Autotask data can you transfer

Magical enables you to transfer a wide array of data from Autotask to Project Manager. Here are some examples of the information you can extract:

Contact Name
Account Name
Email
Company
And move more types of information by creating your own custom labels.

How to Transfer data from Autotask to Project Manager using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Autotask to Project Manager for more efficient project management. Follow these steps:

  1. Sign in to your Autotask account and open the task containing the data you want to transfer, such as task details and assignment information.
  2. In Autotask, label the information you want to transfer with Magical, like Task Name, Task Description, Due Date, or Assigned To.
  3. Sign in to your Project Manager account and open the project where you want to add the Autotask data.
  4. Type "//" in an empty field and select the information you want to transfer from Autotask such as Task Name, Due Date, etc.
  5. The next time you fill out a project, Magical will automatically transfer all the fields into the form with one click.

About Autotask and Project Manager

Efficient project management is crucial to the success of any business. Autotask is a powerful task management platform and Project Manager is a robust project management solution. Combining the capabilities of these two platforms can significantly enhance your project management efforts. By leveraging Magical, you can easily move information from Autotask to Project Manager, allowing you to focus on managing your projects and improving productivity.

Other ways to connect Autotask and Project Manager

Using Zapier

Zapier provides a seamless connection between Autotask and Project Manager, allowing for automatic data transfer between the two platforms without the need for coding. This integration offers a variety of triggers and actions, enabling you to automate workflows and save time

Using an API

An additional approach to integrate Autotask and Project Manager is by directly utilizing their APIs. By integrating both APIs, you empower project management teams with real-time task insights, fostering improved communication and a superior project management experience. To employ this method, refer to their respective API documentation.

Common questions

WHAT IS MAGICAL

Magical is a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Autotask and transfer data directly to Project Manager. The extension is designed to simplify the process of data collection by automating the extraction of information from Autotask. Magical is free, easy to use, and it can save you a lot of time and effort.

HOW TO INSTALL MAGICAL

To start using GetMagical, you need to install the chrome extension. Click the button below to install, or follow the steps to download directly from the Chrome web store.

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