Connect Connectwise Manage to Xero like Magic
How to Use Magical to Transfer Data from Connectwise Manage to Xero
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Transfer Data from Connectwise Manage to Xero: A Step-by-Step Guide
With Magical, you can transfer data from Connectwise Manage to Xero 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 Xero, helping you streamline your financial management 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 Xero. 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 Xero using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Connectwise Manage to Xero for more efficient financial management. Follow these steps:
Sign in to your Connectwise Manage account and open the invoice containing the data you want to transfer, such as invoice number, customer name, billing address, and total amount.
In Connectwise Manage, label the information you want to transfer with Magical, like Invoice Number, Customer Name, Billing Address, or Total Amount.
Sign in to your Xero account and open the record 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 Invoice Number, Customer Name, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Connectwise Manage and Xero
Efficient financial management is crucial to maintaining a successful business. Connectwise Manage is a powerful business management platform and Xero is a robust accounting software solution. Combining the capabilities of these two platforms can significantly enhance your business processes. By leveraging Magical, you can easily move information from Connectwise Manage to Xero, allowing you to focus on managing your business and improving your financial management.
Other ways to connect Connectwise Manage and Xero
Using Zapier
Zapier provides a seamless connection between Connectwise Manage and Xero, 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 Connectwise Manage and Xero is by directly utilizing their APIs. By integrating both APIs, you empower your business with real-time financial insights, fostering improved management and a superior business 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.
