Daylite And Xero
The Xero Connector for Daylite provides an powerful yet easy to use way to connect your favourite Mac CRM system with the simplicity of Xero cloud accounting.
Standard Features
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Send Daylite contacts into Xero
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Import Xero contacts into Daylite
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Send Daylite Quotes into Xero as draft invoices
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Send people to Xero
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Send companies to Xero
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Allows people to have both a company Xero card and their own Xero card
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See the Xero records for a contact in a Daylite Tab
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Import Xero Items into Daylite Products
Custom Features
As well as the standard features we offer a number of bespoke features to enhance individual workflows. These include such things as:
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Time & Budget integration
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Xero Tracking Code linking
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Category to GL code mapping
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Keyword to GL code mapping
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User to GL code mapping
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Custom overrides
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Daylite Sales Assistant integration, send Purchase Orders, Invoices, Sales Orders to Xero for processing
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Custom Xero Data mapping into Daylite.. for example see customers on credit hold in Daylite or view financial data in Daylite for marketing or reporting purposes
Contact one of our friendly consultants to discuss your custom Xero Daylite requirements in more detail >> email us
Buy a Subscription or Licence - your choice!
Get the Xero Connector as either a monthly subscription or purchase a licence for a small upfront fee. Subscription start at a low US$15 per month per user. All businesses get a 14 day fully functional free trial. Just download the plugin and install it. When ready to purchase a licence the simple in-app purchase makes it fast and easy to purchase you licence or subscription. You can also manage which Daylite users can use the connector for multi-user systems.
Looking for detailed setup instructions click here
Try Xero Connector
Comes with a 14 day trial
Monthly per-user fee of US$15.00