Connect integrations: accounting, email, and more

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.

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.

SFTP

Send CSV or JSON Lines exports from your ERP or billing system over a secure SFTP connection. Configure SSH keys, field mapping, and scheduled delta uploads in Settings → DATS.

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.

Accounting integrations are limited to the platforms available through Merge. If your accounting system isn’t listed, contact your Daylit account manager.

Connect an accounting integration

Most accounting platforms connect through Merge with a standard OAuth flow. NetSuite, QuickBooks, and Sage Intacct require additional setup — use the platform-specific tabs below. For all other supported platforms, follow the Other platforms tab.

NetSuite
QuickBooks
Sage Intacct
Other platforms

Before you begin: Make sure you have admin access to your NetSuite account. Keep the Daylit platform and NetSuite open in separate browser tabs.

Step 1 — Start the connection in Daylit

On the Daylit platform, click Connect in the Connect accounting section.
Find NetSuite in the pop-up list or use the search bar, then click Connect.
Click Next to grant Daylit access to your ERP data.
When prompted, enter your NetSuite subdomain.

Step 2 — Enable SuiteCloud features

In NetSuite, go to Setup → Company → Enable Features.
Open the SuiteCloud tab.
Enable SOAP Web Services, REST Web Services, and Token-Based Authentication.
Click Save.

Step 3 — Install the AccountLink NetSuite bundle

In NetSuite, go to Customization → SuiteBundler → Search & Install Bundles.
Search for Merge Full Permission Bundle.
Select the bundle from the results and click Install.

Installation may take a few minutes. Wait for the checkmark confirming success before continuing.

Log out of NetSuite and log back in to ensure the bundle is fully installed.

Search and install Merge Full Permission Bundle

Step 4 — Assign a user to the role

In NetSuite, go to Setup → Users → Manage Users.
Select an existing user or create a new one.

Most teams use an existing user (often themselves) so an additional NetSuite seat is not consumed. To create a new user, go to Lists → Employees → Employees → New, then on the Access tab select Give Access.

Open the Roles tab, search for Merge Full Permission Bundle, select it, and save.

Assign Merge Full Permission Bundle role to a user

Step 5 — Create an integration for Consumer Key and Secret

In NetSuite, go to Setup → Integration → Manage Integration.
Enter Daylit Merge as the name.
Leave Currency Limit blank and set State to Enabled.
Set Redirect URI and Callback URL to https://app.merge.dev/oauth/callback.
Enable Token-Based Authentication, TBA: Authorization Flow, REST Web Services, and OAuth 2.0.
Click Save.
Copy the Client Credentials, Consumer Key, and Consumer Secret to the Daylit platform.

Create Daylit Merge integration in NetSuite

Step 6 — Create an access token

In NetSuite, go to Setup → User/Roles → Access Tokens → New.
Fill in:
- Application name: Daylit Merge
- User: Your admin user’s name
- Role: Merge Full Permissions
- Token name: Daylit Merge — [name]
Click Save.
Copy the token details to the Daylit platform.

Step 7 — Configure integration governance

For the integration to sync properly, your NetSuite account must have at least 3 concurrent requests available.

In NetSuite, go to Setup → Integration → Integration Governance.
Review Account Concurrency Limit and Unallocated Concurrency Limit.
Confirm Unallocated Concurrency Limit is 3 or greater. If it is less than 3:

Option A — Rebalance existing integrations (recommended)Review integrations with a defined concurrency limit and reduce or remove fixed allocations where possible to free shared capacity.Option B — Increase total capacityPurchase a SuiteCloud Plus license. Each license adds 10 concurrent requests to your account.

NetSuite Integration Governance settings

Rebalance or increase NetSuite concurrency capacity

Avoid assigning a fixed concurrency limit to the Daylit integration unless necessary. Allow it to draw from the shared pool, and keep at least 3 concurrent requests unallocated at all times.

Your NetSuite integration is ready once setup is complete. If you run into issues, contact support@daylit.com.

Before you begin: Make sure you have admin access to your Sage Intacct account. Keep the Daylit platform and Sage Intacct open in separate browser tabs.Gather these four values before you start — this guide walks you through finding each one:

Company ID
Location ID (optional)
Sender ID: lendicaMPP
Sender password (emailed when you create the Web Services user)

Step 1 — Find your Company ID

Log in to Sage Intacct.
If your account has multiple entities, select Top Level from the entity dropdown.
Go to Company → Setup → Company.
Copy your Company ID exactly — it is case-sensitive.
In Daylit, go to Settings → Integrations, click Connect under Connect accounting, find Sage Intacct, and click Connect.
Paste your Company ID when prompted.

Select Sage Intacct from the provider list

Step 2 — Enter your Location ID

Option A — Connect all entities (recommended)Leave the Location ID field blank in the linking flow and click Submit. This pulls in all entities under your account.Option B — Connect one specific entity

Switch to the entity you want to connect in Sage Intacct.
Go to Company → Setup → Entities.
Find the entity in the grid and copy its Entity ID.
Enter that value into the Location ID field in the linking flow.

Enter Location ID in the Daylit linking flow

Step 3 — Authorize the Sender ID in Sage Intacct

If multi-entity, make sure Top Level is selected.
Go to Company → Setup → Company.
Open the Security tab and click Edit.
Under Web Services Authorizations, click Add.
Enter lendicaMPP in the Sender ID field and save.

The Sender ID must match character-for-character, including capitalization.

Save Web Services authorization in Sage Intacct

Step 4 — Create a Web Services user

In Sage Intacct, switch to the entity you want to connect (or Top Level for all).
Go to Company → Admin → Web Services Users.
Click Add and fill in:

Field	What to enter
User ID / First & Last Name	`DaylitIntegration`
Email address	Email of the person managing the integration — you’ll need access to this inbox
User type	Business
Admin privileges	Full

Click Save.
If prompted to verify your identity, enter your password.
Sage Intacct emails a password to the address you entered. Store it for the final linking step.

A warning may appear about a charge for creating the user. This warning does not apply to this user and can be ignored.

Create a Web Services user in Sage Intacct

Step 5 — Assign permissions to the Web Services user

Part A — Create a role

Make sure the correct entity is selected.
Go to Company → Admin → Roles.
Click Edit next to the Web Services user from the previous step, then click Add to create a new role.
Name the role Merge Daylit with description Role for Integration, then save.

Part B — Set permissionsClick into each application and assign permissions. Read Only covers most modules; the following also need Write access where noted:

Application / module	Permissions requiring write access
General Ledger	Accounts: List, View, Add, and Edit
Accounts Receivable	Manage Payments; Customers; Customer Groups; Customer Types; Invoices; Posted Payments; AR Terms; AR Account Labels

Click Save when done.Part C — Attach the role to the user

Go to Company → Admin → Web Services Users.
Click Edit next to the user you created.
Open the Roles Information tab and add the Merge Daylit role.
Click Save. Enter your password if prompted.

Create the Merge Daylit role in Sage Intacct

Attach the Merge Daylit role to the Web Services user

Step 6 — Complete the connection in Daylit

Return to the Daylit platform and enter:

Company ID (from Step 1)
Location ID, if applicable (from Step 2)
Sender ID (from the linking flow — authorized in Step 3)
Sender password (emailed in Step 4)

Click Submit to connect your Sage Intacct account.

Your Sage Intacct integration is ready once setup is complete. If you run into issues, contact support@daylit.com.

You may see “Merge” mentioned during the authentication flow. Merge is Daylit’s secure integration partner that handles the connection to your accounting system.

Connect an email account

Each team member connects their own email account. The address you sign in with is the one Daylit syncs and sends from — additional users can be added at any time after the initial setup.

Outlook
Gmail

The email you sign in with should be the email you want to sync and send from through Daylit.

Step 1 — Connect in Daylit

On your Daylit platform, click Connect in the Email connection section.
Select your work email system (Outlook).

If you are a Microsoft admin, sign in and connect directly — your setup is complete.If you are not the admin, ask an admin to complete Steps 2–4 before you request access in Step 5.

Select Outlook in the Daylit email connection section

Step 3 — Toggle fix (if needed)

If you see a generic Need admin approval screen without a button to enter a justification and send a request, try this toggle fix:

Return to Admin consent settings in Microsoft Entra.
Switch Users can request admin consent to apps they are unable to consent to to No, then click Save.
Wait 5–10 minutes before asking the user to try again.
Switch the setting back to Yes and save again.

Step 4 — Request access approval

Once admin consent settings are saved:

In Daylit, go to Settings → Integrations and choose Outlook.
Click Request approval. This sends a request to the admin’s inbox.
An admin can review the request in Microsoft Entra or by clicking Review request in the notification email, then accept the request.

Request Outlook access approval in Daylit

Admin reviews the Outlook access request

Admin accepts the Outlook access request

Step 5 — Complete the connection

Once your request has been approved, return to the Daylit platform.
Restart the authentication process to complete your connection.

After authorization, Daylit imports up to one year of email history and begins syncing new messages automatically.

Your Outlook integration is ready once setup is complete. If you run into issues, contact support@daylit.com.

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.

Daylit uses Nylas to connect to email providers — you may see their name during authentication.

Connect CRM integration

CRM connections are shared across your entire workspace. Daylit syncs customer contact data from your CRM through Merge.

Salesforce
Other platforms

Step 1 — Open CRM settings in Daylit

In your Daylit platform, go to Settings → Integrations → CRM.

CRM section in Daylit Integrations settings

Step 2 — Start the connection

Click Connect, then select your CRM provider and click Connect again.

Start the Salesforce connection in Daylit

Step 4 — Find your Salesforce subdomain

Log in to your Salesforce account and locate your subdomain.
Your subdomain is the text between https:// and .my.salesforce.com in your login URL. For example, if your URL is acme.my.salesforce.com, your subdomain is acme.

Step 5 — Enter your subdomain

Enter your subdomain into the linking flow to complete the connection.
Once submitted, your Salesforce account is connected.

Salesforce connection completed in Daylit

Troubleshooting — Error authenticating

If you see Error authenticating. Please close the window and try again, follow these steps. Admin access is required — contact your Salesforce admin if you are not one.

A Salesforce admin should go to https://{your-subdomain}.my.salesforce-setup.com/lightning/setup/ConnectedAppsUsage/home, replacing {your-subdomain} with the subdomain from Step 4.
Locate the Merge connected app in the list. If it appears as blocked, click Unblock in the Actions column.
Enter the username and password you use to log in to Salesforce.

Unblock the Merge connected app in Salesforce

Locate your Security Token. It was sent when you first signed up with Salesforce. If you no longer have it:
- From your personal settings, type Reset in Quick Find and select Reset My Security Token.
- Click Reset Security Token. A new token is sent to the email address on file in your Salesforce personal settings.

Find your Organization ID:
- Classic: Setup → Administer → Company Profile → Company Information
- Lightning: Gear icon → Setup → Company Settings → Company Information

Enter your Security Token and Organization ID into the linking flow to finish the connection.

Enter security token and Organization ID in the linking flow

Your Salesforce integration is ready once setup is complete. If you run into issues, contact support@daylit.com.

You may see “Merge” mentioned during the CRM authentication flow. Merge is Daylit’s secure integration partner that handles the connection to your CRM.

View sync status

After connecting an integration, the connection card on the Integrations page shows the current sync status:

Status	Meaning
Syncing / Running	A sync is currently in progress
Valid	The last sync completed successfully
Invalid / Reauth required	The 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.

Trigger a manual sync

If you want to pull in the latest data immediately rather than waiting for the next scheduled sync:

On the Integrations page, find the connection you want to sync.
Click the Sync button on the connection card.
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.

Disconnect an integration

On the Integrations page, find the connection you want to remove.
Click the actions menu on the connection card and select Disconnect.
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.

Reconnect a disconnected integration

If a connection shows Invalid or Reauth required, or you previously disconnected it:

On the Integrations page, find the inactive connection (it may appear in a collapsed Disconnected section).
Click Reconnect on the connection card.
Complete the authentication flow again. Daylit restores the connection and resumes syncing.

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.

​Integration types

Accounting

Email

CRM

SFTP

​Connect an accounting integration

​Connect an email account

​Connect CRM integration

​View sync status

​Trigger a manual sync

​Disconnect an integration

​Reconnect a disconnected integration

​Shared sending and mailbox BCC

Integration types

Connect an accounting integration

Connect an email account

Connect CRM integration

View sync status

Trigger a manual sync

Disconnect an integration

Reconnect a disconnected integration

Shared sending and mailbox BCC