Connect Freshbooks to Shopify like Magic
How to Use Magical to Transfer Data from Freshbooks to Shopify
Connect your apps with ease
Transfer Data from Freshbooks to Shopify: A Step-by-Step Guide
With Magical, you can transfer data from Freshbooks to Shopify 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 Freshbooks to Shopify, helping you streamline your e-commerce operations and optimize your financial processes.
More Freshbooks integrations with Magical
What Freshbooks data can you transfer
Magical enables you to transfer a wide array of data from Freshbooks to Shopify. Here are some examples of the information you can extract:
Invoice Number
Client Name
Total Amount
Payment Status
And move more types of information by creating your own custom labels.
How to Transfer data from Freshbooks to Shopify using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Freshbooks to Shopify for more efficient e-commerce operations. Follow these steps:
Sign in to your Freshbooks account and open the invoice containing the data you want to transfer, such as invoice number, client name, total amount, and payment status.
In Freshbooks, label the information you want to transfer with Magical, like Invoice Number, Client Name, Total Amount, or Payment Status.
Sign in to your Shopify account and open the order where you want to add the Freshbooks data.
Type "//" in an empty field and select the information you want to transfer from Freshbooks such as Invoice Number, Client Name, etc.
The next time you fill out an order, Magical will automatically transfer all the fields into the form with one click.
About Freshbooks and Shopify
Efficient and accurate data transfer in e-commerce operations is crucial to maintaining customer satisfaction and financial accuracy. Freshbooks is a powerful accounting software and Shopify is a robust e-commerce platform. Combining the capabilities of these two platforms can significantly enhance your e-commerce operations. By leveraging Magical, you can easily move information from Freshbooks to Shopify, allowing you to focus on growing your business and improving customer satisfaction.
Other ways to connect Freshbooks and Shopify
Using Zapier
Zapier provides a seamless connection between Freshbooks and Shopify, 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 Freshbooks and Shopify is by directly utilizing their APIs. By integrating both APIs, you empower your e-commerce operations with real-time financial insights, fostering improved communication and a superior customer 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.
