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:
- You need Daylite 3.7.6 and Billings 3.0 installed on the same computer.
- Daylite must be open and you must be logged into a single database.
To import a project/opportunity from Daylite for a client in Billings
- Select a client.
- 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.
- 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.