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Connect Connectwise Manage to Processplan like Magic

How to Use Magical to Transfer Data from Connectwise Manage to Processplan
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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.

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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:

  1. 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.
  2. In Connectwise Manage, label the information you want to transfer with Magical, like Task Name, Due Date, or Assigned To.
  3. Sign in to your Processplan account and open the project where you want to add the Connectwise Manage data.
  4. Type "//" in an empty field and select the information you want to transfer from Connectwise Manage 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 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 a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Connectwise Manage and transfer data directly to Processplan. The extension is designed to simplify the process of data collection by automating the extraction of information from Connectwise Manage. 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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