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Connect Salesforce to Xero like Magic

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

With Magical, you can transfer data from Salesforce 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 Salesforce to Xero, helping you streamline your financial management and sales processes.

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More Salesforce integrations with Magical

What Salesforce data can you transfer

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

First Name
Account Name
Email
Company
And move more types of information by creating your own custom labels.

How to Transfer data from Salesforce to Xero using Magical?

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

  1. Sign in to your Salesforce account and open the record containing the data you want to transfer, such as account information and contact details.
  2. In Salesforce, label the information you want to transfer with Magical, like Account Name, Contact Name, or Email.
  3. Sign in to your Xero account and open the record where you want to add the Salesforce data.
  4. Type "//" in an empty field and select the information you want to transfer from Salesforce such as Account Name, Contact 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 Salesforce and Xero

Efficient data management is crucial to maintaining smooth financial operations. Salesforce is a powerful customer relationship management (CRM) solution and Xero is a robust accounting software. Combining the capabilities of these two platforms can significantly enhance your financial management efforts. By leveraging Magical, you can easily move information from Salesforce to Xero, allowing you to focus on managing your finances and improving your business operations.

Other ways to connect Salesforce and Xero

Using Zapier

Zapier provides a seamless connection between Salesforce 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 Salesforce and Xero is by directly utilizing their APIs. By integrating both APIs, you empower sales and finance 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 Salesforce and transfer data directly to Xero. The extension is designed to simplify the process of data collection by automating the extraction of information from Salesforce. 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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