Importing a project/opportunity from Daylite for a client in Billings

Generally, the first time you add a contact/organization from Daylite as a client in Billings, you can import open projects and opportunities, tasks, and appointments linked to the contact/organization. For clients that have already been added from Daylite, Billings provides an easy way to import projects, opportunities, tasks, appointments and more.

Keep in mind the following:

To import a project/opportunity from Daylite for a client in Billings

  1. Select a client.
  2. Choose File > Import > Import Project or Opportunity from Daylite for client name.

    Keep in mind the following:

    • If there are open projects and opportunities linked to the contact/organization in Daylite, Billings opens a sheet displaying those projects and opportunities. You can select a project/opportunity that you wish to import.
    • If you choose to import an opportunity, you can include line items from the opportunity's estimate. The taxes you have set up in Billings Preferences can be applied to the estimate.
    • You can select whether you wish to import appointments, tasks, file references, web references, and/or notes.
    • You can choose whether you wish to import tasks/appointments as either estimate slips or working slips.
  3. Click Import.

When you import tasks/appointments as slips in Billings, you can filter and view slips from the last import only. To do this, choose View > All Slips and select Last Import from the pop-up menu.

At any point, you can update Billings by choosing File > Update from Daylite. The update will not overwrite your changes.

See also

Adding a contact or organization from Daylite

Sending a project or oppportunity from Daylite to Billings