Frequently Asked Questions

Do you have user manuals?
We have an extensive support portal with images,videos and notes on how everything works as well as a support team who is available throughout business hour...
Thu, 21 Nov, 2019 at 10:15 AM
Is there a limit to the amount of users I can have on Magnetic?
No, there is no limit to the amount of users you can have on Magnetic. You will be charged for each user that is active on your Magnetic Account.
Thu, 21 Nov, 2019 at 10:50 AM
Can we import our database out of our current system and into Magnetic?
Of course, we wouldn't want to complicate the transition for you. You can import your data using the Magnetic Import Suite For more information hav...
Fri, 22 Nov, 2019 at 8:22 AM
Can we send quotes?
Yes you can. We call these 'Cost Estimates' in Magnetic. Watch this tutorial on how to create and send cost estimates.
Fri, 22 Nov, 2019 at 8:24 AM
Is my data secure?
Yes, we use 512-bit or higher SSL encryption.  This is the same kind of encryption used by online banking. It means that nobody is able to read your dat...
Fri, 22 Nov, 2019 at 8:25 AM
Can I limit how much certain external collaborators can see?
Yes. External collaborators are limited users.  See our tutorials on User Permissions and Collaborating with External users.
Fri, 22 Nov, 2019 at 10:19 AM
Can I keep another user informed of changes on a task, project or opportunity?
Yes, you can add users as watchers and they will see all the activity happening on that task. 
Tue, 13 Dec, 2016 at 1:31 PM
Can I customise the permissions for different users?
All users have different permissions.  See our tutorial on creating and customising users.
Tue, 13 Dec, 2016 at 1:34 PM
Can Magnetic Integrate with our Account Management software?
We integrate with Xero and Pastel Partner.  See tutorials about the integration with Pastel and Xero.
Tue, 13 Dec, 2016 at 1:36 PM
Can we ask Magnetic for help with our training and implementation if we are struggling?
Definitely, your account manager can set this up with you.  Learn how to supercharge your agency with our Magnetic Implementation Launch Pack
Tue, 13 Dec, 2016 at 1:38 PM