Connect Connectwise Manage to Processplan like Magic
How to Use Magical to Transfer Data from Connectwise Manage to Processplan
Connect your apps with ease
Transfer Data from Connectwise Manage to Processplan: A Step-by-Step Guide
With Magical, you can transfer data from Connectwise Manage to Processplan 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 Connectwise Manage to Processplan, helping you streamline your workflow and optimize your business processes.
More Connectwise Manage integrations with Magical
What Connectwise Manage data can you transfer
Magical enables you to transfer a wide array of data from Connectwise Manage to Processplan. Here are some examples of the information you can extract:
Project Name
Task Details
Due Date
Assigned To
And move more types of information by creating your own custom labels.
How to Transfer data from Connectwise Manage to Processplan using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Connectwise Manage to Processplan for more efficient business operations. Follow these steps:
Sign in to your Connectwise Manage account and open the task containing the data you want to transfer, such as task details and due dates.
In Connectwise Manage, label the information you want to transfer with Magical, like Task Name, Due Date, or Assigned To.
Sign in to your Processplan account and open the project where you want to add the Connectwise Manage data.
Type "//" in an empty field and select the information you want to transfer from Connectwise Manage such as Task Name, Due Date, etc.
The next time you fill out a project, Magical will automatically transfer all the fields into the form with one click.
About Connectwise Manage and Processplan
Efficient task management is crucial to maintaining business productivity. Connectwise Manage is a powerful project management platform and Processplan is a robust process management solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Connectwise Manage to Processplan, allowing you to focus on managing tasks and improving business productivity.
Other ways to connect Connectwise Manage and Processplan
Using an API
An additional approach to integrate Connectwise Manage and Processplan is by directly utilizing their APIs. By integrating both APIs, you empower 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 an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.
