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Connect Connectwise Manage to Project Manager like Magic

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

With Magical, you can transfer data from Connectwise Manage 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 Connectwise Manage to Project Manager, helping you streamline your project management and optimize your workflow.

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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 Project Manager. 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 Project Manager using Magical?

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

  1. Sign in to your Connectwise Manage account and open the project containing the data you want to transfer, such as project details and task assignments.
  2. In Connectwise Manage, label the information you want to transfer with Magical, like Project Name, Task Details, or Due Date.
  3. Sign in to your Project Manager 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 Project 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 Project Manager

Efficient project management is crucial to the success of any business. Connectwise Manage is a powerful project management platform and Project Manager is a robust task 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 Connectwise Manage to Project Manager, allowing you to focus on managing your projects and improving your workflow.

Other ways to connect Connectwise Manage and Project Manager

Using an API

An additional approach to integrate Connectwise Manage and Project Manager is by directly utilizing their APIs. By integrating both APIs, you empower project management teams with real-time project 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 Project Manager. 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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