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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.

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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 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:

  1. 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.
  2. In Connectwise Manage, label the information you want to transfer with Magical, like Invoice Number, Customer Name, Billing Address, or Total Amount.
  3. Sign in to your Xero account and open the record 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 Invoice Number, Customer Name, etc.
  5. 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.

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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 Xero. 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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