The Daylite MoneyWorks Connector transfers contact and financial information between Daylite and MoneyWorks software programs. This efficient integration allows for seamless collaboration and data sharing between the two platforms.
If you're looking to boost your business productivity, you might want to consider the Daylite and MoneyWorks integration. This awesome add-on offers the perfect solution for those who need to combine the power of Daylite with the financial and inventory strengths of MoneyWorks.
With Daylite and MoneyWorks integration, you can send or pull customers, vendors, and suppliers, set up estimates in Daylite with products from MoneyWorks, and then fulfill orders in MoneyWorks. That means no more costly and error-prone double-entry work.
One of the best things about this integration is that you can move contact information back and forth. You can send Daylite organizations to MoneyWorks and mark them as suppliers or customers. You'll be able to update the records in either direction with ease.
Another great feature is the ability to create a Daylite estimate from products defined in MoneyWorks. You won't need to import your product list - just add them to Daylite from MoneyWorks directly. You can track the estimate to victory, then send that won estimate to MoneyWorks as an order, and fulfill the order using your standard MoneyWorks procedures.
Implementing the Daylite and MoneyWorks integration is easy. You can follow the help files included in Daylite 3.7 or contact one of our partners to help set it up for you.
To use this fantastic integration, you'll need MoneyWorks Gold 5.1 or higher or MoneyWorks Data Center and Daylite 3.7 or higher. Keep in mind that there is a 21-day trial period available. So why not try it out and see how Daylite and MoneyWorks integration can help streamline and optimize your business operations?
With Daylite and MoneyWorks integration, you can send or pull customers, vendors, and suppliers, set up estimates in Daylite with products from MoneyWorks, and then fulfill orders in MoneyWorks. That means no more costly and error-prone double-entry work.
One of the best things about this integration is that you can move contact information back and forth. You can send Daylite organizations to MoneyWorks and mark them as suppliers or customers. You'll be able to update the records in either direction with ease.
Another great feature is the ability to create a Daylite estimate from products defined in MoneyWorks. You won't need to import your product list - just add them to Daylite from MoneyWorks directly. You can track the estimate to victory, then send that won estimate to MoneyWorks as an order, and fulfill the order using your standard MoneyWorks procedures.
Implementing the Daylite and MoneyWorks integration is easy. You can follow the help files included in Daylite 3.7 or contact one of our partners to help set it up for you.
To use this fantastic integration, you'll need MoneyWorks Gold 5.1 or higher or MoneyWorks Data Center and Daylite 3.7 or higher. Keep in mind that there is a 21-day trial period available. So why not try it out and see how Daylite and MoneyWorks integration can help streamline and optimize your business operations?
What's New
Version 1.0: N/A