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Documentation Index

Fetch the complete documentation index at: https://help.daylit.com/llms.txt

Use this file to discover all available pages before exploring further.

Daylit connects to your existing tools so you can manage AR without re-entering data. Once you link an accounting system, Daylit automatically pulls in your customers and invoices. Connecting your email lets you send collection emails and track replies directly in Daylit. You manage all of this from Settings → Integrations.

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Integration types

Accounting

Powered by Merge. Syncs customers, invoices, and payment records. Supports QuickBooks Online, QuickBooks Desktop, NetSuite, Xero, Sage Intacct, Sage 50, FreshBooks, Microsoft Dynamics 365, Zoho Books, Wave, and more.

Email

Powered by Nylas. Connect Gmail or Outlook to send collection emails and sync conversation history. Each team member connects their own email account individually.

CRM

Powered by Merge. Connect Salesforce, HubSpot, Pipedrive, and other CRM platforms to sync customer contact data into Daylit.
Accounting and CRM connections are shared across your entire workspace. Email connections are per-user — each team member must connect their own Gmail or Outlook account.

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Connect an accounting integration

1

Open Integrations settings

In the left sidebar, go to Settings → Integrations. Under the Accounting section, click Connect.
2

Choose your provider

A provider selection dialog opens. Pick your accounting system — for example, QuickBooks Online, NetSuite, or Xero.
3

Authenticate with your provider

The Merge Link window opens in a pop-up. Follow the on-screen prompts to sign in to your accounting system and authorize Daylit to read your data.
4

Wait for the initial sync

After you authenticate, Daylit starts an initial sync. This may take up to 24 hours depending on the size of your data. You’ll see the sync status update on the Integrations page as it progresses.
You may see “Merge” mentioned during the authentication flow. Merge is Daylit’s secure integration partner that handles the connection to your accounting system.

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Connect an email account

1

Open Integrations settings

Go to Settings → Integrations. Under the Email & Communication section, click Connect.
2

Choose Gmail or Outlook

Select your email provider in the dialog — Gmail (Google) or Outlook (Microsoft).
3

Sign in and authorize

A browser pop-up opens for OAuth authentication. Sign in to your email account and grant Daylit permission to send emails and read your conversation history.
4

Sync begins automatically

After authorization, Daylit imports up to one year of email history for the connected account and begins syncing new messages. The pop-up closes automatically.
Each team member needs to connect their own email account. Ask teammates to go to Settings → Integrations and repeat these steps with their own credentials.

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View sync status

After connecting an integration, the connection card on the Integrations page shows the current sync status:
StatusMeaning
Syncing / RunningA sync is currently in progress
ValidThe last sync completed successfully
Invalid / Reauth requiredThe connection needs attention — see Reconnect a disconnected integration
The connection card also displays the last synced timestamp so you can confirm data is up to date.

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Trigger a manual sync

If you want to pull in the latest data immediately rather than waiting for the next scheduled sync:
  1. On the Integrations page, find the connection you want to sync.
  2. Click the Sync button on the connection card.
  3. Daylit queues an incremental sync. The status updates to Syncing while it runs.
Manual sync is incremental — it only fetches data that changed since the last sync. CRM sync cannot be triggered manually at this time.

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Disconnect an integration

  1. On the Integrations page, find the connection you want to remove.
  2. Click the actions menu on the connection card and select Disconnect.
  3. The connection is immediately deactivated. If it was an email connection, any sequences or collection programs using that mailbox as the sender are automatically cleared.
Disconnecting an accounting integration does not delete your existing data in Daylit, but future syncs stop until you reconnect.

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Reconnect a disconnected integration

If a connection shows Invalid or Reauth required, or you previously disconnected it:
  1. On the Integrations page, find the inactive connection (it may appear in a collapsed Disconnected section).
  2. Click Reconnect on the connection card.
  3. Complete the authentication flow again. Daylit restores the connection and resumes syncing.

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Shared sending and mailbox BCC

For email connections you own, you can configure two optional settings on the connection card:
  • Allow teammates to send from this mailbox — When enabled, other team members can select your email address as the “From” sender in the email composer. Your other email settings remain unchanged.
  • Mailbox BCC — Add up to 10 addresses that are automatically BCC’d on every email sent from your mailbox, including emails sent by teammates through shared sending.

Action Center

Review and send collection emails using your connected mailbox

Notifications

Configure Slack alerts and in-app notification preferences