Billings Pro Help
Index

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

Generally, 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 the contact/organization. For clients that have already been added from Daylite, Billings Pro provides an easy way to import projects, opportunities, tasks, appointments and more.

Keep in mind the following:

- You must have the latest version of Daylite and Billings Pro both installed on the same computer. If you are using an older version of these applications and find some incompatibility, please contact us at info@marketcircle.com and we’ll assist you.
- 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 Pro

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 Pro 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 Pro 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 Pro, 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 Pro by choosing File > Update from Daylite. The update will not overwrite your changes.

## See also

Adding a contact or organization from Daylite