Billings Pro Help
Index

# Adding a contact or organization from Daylite

Contacts and organizations in Daylite can be added as clients in Billings Pro. You may wish to do this if you manage your business in Daylite, but want to use Billings Pro for certain projects or opportunities, tracking time and expenses, and sending professional invoices.

Keep the following in mind when adding contacts or organizations from Daylite:

- 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.

When you add a contact from Daylite, you can also import open projects and opportunities linked to that contact. The project/opportunity in Daylite becomes a project in Billings Pro and retains the same name as in Daylite. Any tasks/appointments linked to the project/opportunity can be imported as either estimate slips or working slips.

## To add a contact or organization from Daylite

1. In Billings Pro, choose File > Add Client from > Daylite.
2. In the sheet that opens, enter the contact or organization name in the search field and press the return key.
3. Select the contact or organization you want to add to Billings Pro. Click Add.

   Billings Pro adds the contact/organization to your client list.

   - If there are open projects/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.
4. Click Import.

You can bring in contacts/organizations from Daylite and add them to Billings Pro one at a time. If you already have a Billings Pro client who matches the record you want to import from Daylite, Billings Pro alerts you that a duplicate record was found. If you still want to proceed, a second client with the same details will be created.

Note: Consider a contact/organization in Daylite is already a client in Billings Pro. You wish to import a new project/opportunity from Daylite for the client. To do this, choose File > Import > Import Project Or Opportunity from Daylite for client name. Billings Pro opens a sheet with all the open projects and opportunities and you can select what you want to import. If the project/opportunity you import already exists in Billings Pro, then Billings Pro will update it. The update will not overwrite your changes.

## See also

Importing a project or opportunity from Daylite for a client in Billings Pro