PSA
Magnetic HQ Integration
Zynk's Magnetic HQ integration connects Magnetic, the management platform for agencies and professional services firms, to the finance systems your accountants work in. Tax invoices, purchase orders, customers and suppliers move between Magnetic and Sage, Business Central, QuickBooks or Xero, so jobs are billed and costed in one place and recorded correctly in the other.
Capabilities may differ depending on the product.
Benefits
Why businesses connect Magnetic HQ
Job billing that lands in the ledger
Tax invoices raised against jobs in Magnetic export to your accounting system with the right customer, nominal codes and tax. Finance sees billed work as soon as account managers issue it, without a monthly catch-up.
Purchase orders with a paper trail
Purchase orders raised in Magnetic for freelancers, printers or media suppliers export to finance, so committed costs are visible before supplier invoices arrive and each invoice can be checked against what was ordered.
Clients and suppliers kept aligned
Customers and suppliers can be created in either system and exported to the other, which stops the same client existing under three slightly different names across the agency.
Fuller job profitability
When invoices and purchase orders raised in finance are imported into Magnetic, job reports include billing and costs that were created outside Magnetic, not just those someone remembered to enter twice.
Finance stays in its own system
Your accounts team keeps working in Sage, Business Central or QuickBooks while project teams stay in Magnetic. Zynk carries the documents between them, so neither team has to learn the other's software.
Capabilities
What you can do with Magnetic HQ
Every task the Zynk Magnetic HQ connector can run, grouped by the direction data moves.
Import into Magnetic HQ
Data Zynk writes into Magnetic HQ
4 tasks
- Customers → into Magnetic HQ
- Purchase orders → into Magnetic HQ
- Suppliers → into Magnetic HQ
- Tax invoices → into Magnetic HQ
Export out of Magnetic HQ
Data Zynk reads out of Magnetic HQ
4 tasks
- Customers → out of Magnetic HQ
- Purchase orders → out of Magnetic HQ
- Suppliers → out of Magnetic HQ
- Tax invoices → out of Magnetic HQ
Need something that isn't listed?
Most Magnetic HQ projects include at least one custom step. Our team builds it for you.
The problem
Why integrate Magnetic HQ?
Agencies run jobs in Magnetic and run the money in an accounting system. Without a link, account managers raise invoices in Magnetic and someone in finance types them in again, purchase orders live only inside the job, and client details drift apart, which makes month-end and job profitability harder to trust.
Without integration
- Magnetic invoices retyped into the accounts at month end
- Supplier costs that finance cannot see until the bill arrives
- The same client set up differently in Magnetic and the ledger
- Job reports missing costs entered directly in finance
With Zynk
- Tax invoices export to finance as they are issued
- Purchase orders export as soon as they are raised
- Customers and suppliers stay matched across both systems
- Invoices and POs from finance import back into Magnetic
How it works
How the Magnetic HQ integration works
Step 1: Connect Magnetic
Zynk connects to your Magnetic account and to your accounting platform, whether that is a desktop system such as Sage 50 or a cloud ledger such as QuickBooks Online.
Step 2: Match clients and suppliers
Existing customers and suppliers are matched across both systems first, so later invoices and purchase orders attach to the right account rather than creating duplicates.
Step 3: Map the documents
Magnetic tax invoices map to sales invoices and purchase orders to purchase orders, with job, nominal code, tax rate and department set according to your chart of accounts.
Step 4: Schedule the runs
Workflows run on a timetable you choose, for example hourly during the working day, and any document that cannot be posted is reported with the reason so it can be put right.
Integrations
What can you connect to Magnetic HQ?
Magnetic HQ and Sage 50 UK
Post Magnetic tax invoices to Sage 50 as sales invoices and send purchase orders across, creating customers and suppliers in Sage 50 when they do not yet exist.
Magnetic HQ and Sage 200
Send Magnetic invoices and purchase orders into Sage 200, and bring Sage 200 customer and supplier accounts back into Magnetic so new jobs start from the right records.
Magnetic HQ and Microsoft Dynamics 365 Business Central
Create Business Central sales invoices and purchase orders from Magnetic, and keep customers and vendors aligned between the two systems.
View the Microsoft Dynamics 365 Business Central integration →
Magnetic HQ and QuickBooks
Turn Magnetic tax invoices and purchase orders into their QuickBooks equivalents, with customers and vendors matched before the first document is posted.
Magnetic HQ integration FAQs
What is Magnetic HQ?
Can Magnetic HQ invoices post to Sage 50 or Sage 200?
Doesn't Magnetic already connect to Xero?
Which Magnetic records can Zynk move?
Can invoices raised in finance appear in Magnetic?
How often do Magnetic invoices reach the accounts?
What information do you need to scope a Magnetic integration?
See what Zynk can automate for your Magnetic HQ setup
Book a 20-minute call. We'll review your systems, flag the quick wins and outline a practical route to going live.
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