Magnetic connects to the tools your firm already runs on

Native integrations across accounting, email, calendar, sales and delivery, plus more through Zapier.

Apps connecting into Magnetic

Accounting

Accounting

QuickBooks

by Magnetic

Connect Magnetic with QuickBooks to keep your financial data in sync. Export tax invoices, credit notes, supplier invoices, supplier credit notes, manual journals, expenses and item types directly from Magnetic into QuickBooks.

HOW IT SYNCS
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Accounting

Pastel

by Magnetic

Sync invoices and streamline accounting for enhanced efficiency. Learn more!

Tax invoices
Purchase orders
Supplier invoices
HOW IT SYNCS
Synced manually, as often as you choose. Invoices move across on demand.
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Accounting

Sage

by Magnetic

Connect Sage to Magnetic-so you can manage your project finances in one place, without having to switch between tools.

Tax invoices
Supplier invoices
Credit notes
HOW IT SYNCS
Runs asynchronously, then reports each export as successful or flags the reason it failed.
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Accounting

Xero

by Magnetic

If Xero is your go-to accounting software, seamlessly integrate it with Magnetic to keep records tidy and streamline your business accounting

Tax invoices
Supplier invoices
Credit notes
HOW IT SYNCS
Exports run in the background as documents are saved. Payment status refreshes every 15 minutes, both ways.
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Operations

Operations

Email

by Magnetic

Sync your emails into Magnetic and save them against contacts, companies, opportunities and jobs

HOW IT SYNCS
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Operations

Google Calendar

by Magnetic

Connect Google Calendar with Magnetic and automatically create a task for events in your calendar, automate task completion and time entries.

Meetings as tasks
Automatic time entries
Task completion
HOW IT SYNCS
Tag the booking with the project code. The task appears in Magnetic about 15 minutes later.
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CRM

CRM

Web Lead Capture

by Magnetic

Sync leads seamlessly into Magnetic from a website form

Website forms
Opportunity creation
Owner assignment
HOW IT SYNCS
A form submission on your site creates the opportunity in Magnetic straight away.
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Marketing

Marketing

Campaign Monitor

by Magnetic

Effortlessly send contact lists from Magnetic to Campaign monitor to receive unsubscribes from outbound emails

HOW IT SYNCS
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Project Proofing

Project Proofing

Ziflow

by Magnetic

Integrate with Ziflow and streamline your workflow by enabling easy access to proofs, task linking, and collaboration directly within Magnetic

Proof review
Folder linking
Task proofs
HOW IT SYNCS
Your domain is set once for the company. Each user then adds their own Ziflow API key.
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Time Tracking

Time Tracking

Timeboost

by Magnetic

Integrate timeboost with Magnetic and streamline time tracking and timesheet management with ease

Time tracking
Timesheets
HOW IT SYNCS
Time captured in Timeboost flows into Magnetic timesheets.
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Automation

Automation

Zapier

by Magnetic

Connect Magnetic to 1000+ other apps with Zaps. Set up in minutes with no coding and automate your day-to-day tasks.

Triggers
Actions
No code
HOW IT SYNCS
One app is the trigger, the rest are actions. Built in the Zap editor, no development needed.
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Coming soon

Claude

Ask questions of live project data from Claude.

Coming soon

ChatGPT

Ask questions of live project data from ChatGPT.

Coming soon
Zapier

Connect anything else through Zapier

Zapier connects Magnetic to the rest of your stack with no code. Magnetic provides one trigger and seven actions, so a Zap can create records and log time as work happens in another tool.

Your questions, answered

Everything you need to know about integrating with your tools with Magnetic
Can I connect Magnetic with my email client?
Yes, Magnetic integrates with Gmail and Outlook to help you manage emails directly within the platform. This allows you to log emails, track conversations, and set follow-ups.
Does Magnetic integrate with accounting software like Sage and Xero?
Yes! You can sync invoices, expenses, and client payments from Sage and Xero with Magnetic for seamless financial management.
Can I use Zapier to integrate Magnetic with other apps?
Yes, Magnetic is compatible with Zapier, which allows you to connect with hundreds of other apps without custom development.
Will integrating Magnetic with other tools affect my data security?
No, Magnetic follows industry-standard security protocols to ensure data privacy and encryption. We never store your credentials and use secure OAuth authentication wherever possible.
How do I get started with Magnetic’s Integration tools?
You can start a free 14-day trial (no credit card required) or book a demo to see how Magnetic can streamline your business operations with automation.
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Integrate Magnetic Into your existing infrastructure

Magnetic integrates seamlessly with your existing tools, driving innovation and efficiency within your operations

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