Importing files

You can import Billings Exchange (.bex) files into Billings. This is the only file format you can import into Billings.

To import a .bex file

  1. In Billings, choose File > Import > Import from Billings.

    The Finder window opens.

  2. Select the .bex file you wish to import.
  3. Click Open.

When the import is complete, you can choose View > All Slips and select Last Import from the pop-up menu to view the slips that were last imported into Billings. User information is retained for each user, as this is crucial for generating reports, invoices, and/or estimates. In the Report Designer, the key 'foreignAppUser' stores the user information required for estimate and working slips.

See also

Exporting information

Sending a project or opportunity from Daylite to Billings

Sending a task or appointment from Daylite to Billings