Connect Harvest to Xero like Magic
How to Use Magical to Transfer Data from Harvest to Xero
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Transfer Data from Harvest to Xero: A Step-by-Step Guide
With Magical, you can transfer data from Harvest 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 Harvest to Xero, helping you streamline your financial management and accounting processes.
More Harvest integrations with Magical
What Harvest data can you transfer
Magical enables you to transfer a wide array of data from Harvest to Xero. Here are some examples of the information you can extract:
Project Name
Client Name
Hours Logged
Invoice Amount
And move more types of information by creating your own custom labels.
How to Transfer data from Harvest to Xero using Magical?
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Harvest to Xero for more efficient financial management. Follow these steps:
Sign in to your Harvest account and open the project containing the data you want to transfer, such as project details and invoice information.
In Harvest, label the information you want to transfer with Magical, like Project Name, Client Name, Hours, or Invoice Number.
Sign in to your Xero account and open the record where you want to add the Harvest data.
Type "//" in an empty field and select the information you want to transfer from Harvest such as Project Name, Client Name, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About Harvest and Xero
Efficient financial management is crucial to maintaining a healthy business. Harvest is a powerful time tracking and invoicing platform and Xero is a robust accounting solution. Combining the capabilities of these two platforms can significantly enhance your financial management efforts. By leveraging Magical, you can easily move information from Harvest to Xero, allowing you to focus on managing your finances and improving your business operations.
Other ways to connect Harvest and Xero
Using Zapier
Zapier provides a seamless connection between Harvest 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 Harvest and Xero is by directly utilizing their APIs. By integrating both APIs, you empower your financial management with real-time insights, fostering improved communication and a superior financial 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.
