Daylite MoneyWorks Connector shares Daylite contact and financial data with MoneyWorks
Version: 1.0Combine the productivity power of Daylite with the financial and inventory strengths of MoneyWorks. Send or pull customers, vendors or suppliers, set up estimates in Daylite with products from MoneyWorks, and then fulfill orders in MoneyWorks.
License: Free To Try $97.00
Operating System: Mac OS X
With this add-on, you can integrate Daylite and MoneyWorks. Traditionally, when business is won in Daylite or another system, someone would have to re-key all the details into an accounting system. Not only is this error prone, but it is very expensive in terms of time. Eliminate double-entry and save both time and money.
Move contact information back and forth
Send Daylite organizations, each with 2 specially defined contacts, to MoneyWorks and mark them as suppliers (creditors) or customers (debtors). Once the link is established, you will be able tp update the records in either direction.
Create a Daylite estimate from products defined in MoneyWorks
No need to import your product list, simply add them to the Daylite from MoneyWorks directly. Using opportunities in Daylite, track the estimate to victory and then send that won estimate to MoneyWorks as an order. Then fulfill the order using your standard MoneyWorks procedures.
Implementing the connector
Daylite 3.7 includes help files that specify how to setup the MoneyWorks connector. You can follow those steps or you can engage one of our partners to do it for you. The choice is yours.
· MoneyWorks Gold 5.1 or higher or MoneyWorks Data Center
· Daylite 3.7 or higher
· 21 days trial