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Connect Dubsado to Xero like Magic

How to Use Magical to Transfer Data from Dubsado to Xero
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Transfer Data from Dubsado to Xero: A Step-by-Step Guide

With Magical, you can transfer data from Dubsado 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 Dubsado to Xero, helping you streamline your financial management and client service processes.

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What Dubsado data can you transfer

Magical enables you to transfer a wide array of data from Dubsado to Xero. Here are some examples of the information you can extract:

Client Name
Invoice Number
Payment Status
Total Amount
And move more types of information by creating your own custom labels.

How to Transfer data from Dubsado to Xero using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Dubsado to Xero for more efficient financial management. Follow these steps:

  1. Sign in to your Dubsado account and open the client profile containing the data you want to transfer, such as client information and invoice details.
  2. In Dubsado, label the information you want to transfer with Magical, like Client Name, Invoice Number, or Payment Status.
  3. Sign in to your Xero account and open the record where you want to add the Dubsado data.
  4. Type "//" in an empty field and select the information you want to transfer from Dubsado such as Client Name, Invoice Number, etc.
  5. The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.

About Dubsado and Xero

Efficient financial management and client service are crucial to maintaining client satisfaction. Dubsado is a powerful client management platform and Xero is a robust accounting software solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Dubsado to Xero, allowing you to focus on serving your clients and improving your financial management.

Other ways to connect Dubsado and Xero

Using Zapier

Zapier provides a seamless connection between Dubsado 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 Dubsado and Xero is by directly utilizing their APIs. By integrating both APIs, you empower your business with real-time client and financial insights, fostering improved communication and a superior client 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 Dubsado and transfer data directly to Xero. The extension is designed to simplify the process of data collection by automating the extraction of information from Dubsado. 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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