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Connect Sage Accounting to Salesforce like Magic

How to Use Magical to Transfer Data from Sage Accounting to Salesforce
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Transfer Data from Sage Accounting to Salesforce: A Step-by-Step Guide

With Magical, you can transfer data from Sage Accounting to Salesforce 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 Sage Accounting to Salesforce, helping you streamline your accounting and sales processes.

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More Sage Accounting integrations with Magical

What Sage Accounting data can you transfer

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

Invoice Number
Customer Name
Total Amount
Due Date
And move more types of information by creating your own custom labels.

How to Transfer data from Sage Accounting to Salesforce using Magical?

Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from Sage Accounting to Salesforce for more efficient sales and accounting. Follow these steps:

  1. Sign in to your Sage Accounting account and open the invoice containing the data you want to transfer, such as invoice number, customer name, total amount, and due date.
  2. In Sage Accounting, label the information you want to transfer with Magical, like Invoice Number, Customer Name, Total Amount, or Due Date.
  3. Sign in to your Salesforce account and open the record where you want to add the Sage Accounting data.
  4. Type "//" in an empty field and select the information you want to transfer from Sage Accounting 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 Sage Accounting and Salesforce

Swift and efficient data transfer in sales and accounting are crucial to maintaining business efficiency. Sage Accounting is a powerful accounting platform and Salesforce is a robust customer relationship management (CRM) solution. Combining the capabilities of these two platforms can significantly enhance your business operations. By leveraging Magical, you can easily move information from Sage Accounting to Salesforce, allowing you to focus on improving your business efficiency.

Other ways to connect Sage Accounting and Salesforce

Using Zapier

Zapier provides a seamless connection between Sage Accounting and Salesforce, 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 Sage Accounting and Salesforce is by directly utilizing their APIs. By integrating both APIs, you empower sales and accounting teams with real-time customer 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 a chrome extension that allows users to extract information from any website without complex integrations or APIs. You can run it on Sage Accounting and transfer data directly to Salesforce. The extension is designed to simplify the process of data collection by automating the extraction of information from Sage Accounting. 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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