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Apprentice
Posted
My Setup is:

OSX 10.4.8
Daylite 3.2.1
Billings2 2.0.5

My problem is that I am able to import contacts from DL into billings however, I am unable to import organizations from DL into Billings.

I am aware that to import contacts from DL into billings - the name and email fields must be legit and map. Billings2 is advertised as being able to import organizations. Is this really true?

Thanks - Mike T
 
Posts: 4 | Location: Australia | Registered: March 06, 2007Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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I am trying the demo and am wanting this to work so I can purchase these 2 apps today.
 
Posts: 4 | Location: Australia | Registered: March 06, 2007Reply With QuoteEdit or Delete MessageReport This Post
Veteran
Picture of adam
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Hi there

Indeed, Billings should be able to import organizations from Daylite as clients in Billings. The organizations may also need an electronic address. I am able to import organizations here with my copies of Billings and Daylite.

If you can't figure it out, please contact our support department at http://www.billings2.com/support who will be happy to help you resolve the issue!

Thx, HTH,


adam
 
Posts: 643 | Location: san francisco bay area | Registered: June 09, 2006Reply With QuoteEdit or Delete MessageReport This Post
Apprentice
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I had this exact same issue, and you're right Adam. If there is no email address added for the Organsation, Billings won't find it.
 
Posts: 1 | Registered: March 15, 2007Reply With QuoteEdit or Delete MessageReport This Post
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