What are transfers?
When you insert a variable into a sheet or a form, Magical remembers which variable correlates with which field. This is called a transfer.
Transfers allow you to move data between a source and destination. Sources and destinations are any web page or web app on the internet. For example, you may want to move data from LinkedIn (source) to Google Sheets (destination), or ZoomInfo (source) to Salesforce (destination).
If it exists on the internet, you can likely use Magical to transfer data. Here are some examples of websites and apps where you can transfer data to and from.
What are transfers commonly used for?
Transfers are commonly used for...
- Populating spreadsheets (e.g., Google Sheets) 📝
- Filling forms and data bases (e.g., Applicant Tracking Systems, Support tools, CRMs) 🗄️
💡 Pro tip: For inspiration on where to use transfers, check out our use cases page.
How to create a transfer
There are two ways to set up a transfer with Magical
- Use the guided experience in-app. Click here to be guided.
- Set up a transfer using // within your sheet or form.
FAQs on Transfers
Will Magical remember my transfers once I complete them?
Yes, Magical will remember your transfers once you complete them, so long as the destination remains the same. For example, if you transferred data from LinkedIn to a specific Google Sheet, Magical will remember how to populate data to that Google sheet from LinkedIn every time. However, if you create a new Google sheet, you will need to setup the transfer once again.
Do I need to have the website or web app open every time I am transferring data?
Yes, the relevant website tab needs to be open in order for Magical to access the correct Variables. For example, if you were sending an email to Oprah Winfrey 😉 and your Shortcut has Variables from a ZoomInfo profile, you would need to have her ZoomInfo profile open.
Can I transfer data from multiple sources to a single destination?
Yes. You can hit // to enter in data from multiple sources into your destination, but this means you will need to "fill all" individually for every source.
Will Magical continuously update data for me from my open tab
No. You will need to open the source (relevant tabs) and key in // in your database/ form, or spreadsheet when you would like Magical to fill in the data.
How can I share my transfers with colleagues?
You must be a mind reader. This feature is coming soon!