- #IMPORT BULK TASKS FROM DAYLITE TO BILLINGS PRO UPDATE#
- #IMPORT BULK TASKS FROM DAYLITE TO BILLINGS PRO PRO#
Daylite can organize your contacts, calendars, tasks, notes, emails, projects, and business opportunities, allowing freelancers or small businesses to track and coordinate all aspects of managing their business from a single place, maximizing your ability to meet the needs of both you and your customers.Īs a native app instead of a Web-based service, Daylite syncs to the cloud but maintains local copies of your data, ensuring that you and your team always have access to the information you need to make your business run, even when an Internet connection is unavailable. Daylite is a productivity app for the Mac, iPhone, and iPad that combines CRM, project management, to-do functionality, and more.
#IMPORT BULK TASKS FROM DAYLITE TO BILLINGS PRO PRO#
To do this, choose View > All Slips and select Last Importfrom the pop-up menu.If Billings Pro is the ultimate app for making sure you or your small business gets paid, Daylite is the ultimate app for helping your business satisfy your customers and clients so that they’ll want to pay you. If the project was linked to a contact/organization in Daylite that is not in Billings Pro,then Billings Pro creates the client and adds the project to that client.When you send a project from Daylite to Billings Pro, you can filter and view the slips fromyour last import only in Billings Pro.If the project was linked to a contact/organization in Daylite who is also a client inBillings Pro, then Billings Pro adds the project to that client.If the project was not linked to any contact/organization in Daylite, then Billings Proopens a new window where you can select a client to add the project/opportunity.Or, to send the tasks/appointments linked to the project asestimate slips, choose Actions > Send to Billings (Estimate).Note:Sending a project from Daylite to Billings Pro To send the tasks/appointments linked to the project as working slips, choose Actions >Send to Billings (Working). Any tasks/appointments linked to the projectin Daylite will be sent as either estimate slips or working slips based on your selection.To send a project to Billings Pro starting from Daylite1. Billings Pro creates a project thatretains the same name as the project in Daylite. Sending a project from Daylite to Billings ProStarting from Daylite, you can send a project to Billings Pro.
#IMPORT BULK TASKS FROM DAYLITE TO BILLINGS PRO UPDATE#
At any point, you can update Billings Pro by choosing File > Update from Daylite.The update will not overwrite your changes.8 To do this, choose View > All Slips and select Last Import from the popupmenu. Click Import.When you import tasks/appointments as slips in Billings Pro, you can filter and view slips fromthe last import only. You can choose whether you wish to import tasks/appointments as either estimate slipsor working slips.3.
You can select whether you wish to import appointments, tasks, file references, webreferences, and/ or notes.The taxes you have set up in Billings Pro Preferences can be applied to theestimate. If you choose to import an opportunity, you can include line items from the opportunity’sestimate.You can select aproject/opportunity that you wish to import. If there are open projects and opportunities linked to the contact/organization in Daylite,Billings Pro opens a sheet displaying those projects and opportunities.Choose File > Import > Import Project Or Opportunity from Daylite for client name. For clients that have already been added from Daylite, Billings Proprovides an easy way to import projects, opportunities, tasks, appointments and more.To import a project/opportunity from Daylite into Billings Pro1. Importing a project or opportunity from DayliteGenerally, the first time you add a contact/organization from Daylite as a client in Billings Pro,you can import open projects and opportunities, tasks, and appointments linked to thecontact/organization.
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