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Next in Set up Daylit: Team settings — invite teammates and assign owners before daily use.
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.

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 → SFTP Connection.
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.

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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.
Before you begin: Make sure you have admin access to your NetSuite account. Keep the Daylit platform and NetSuite open in separate browser tabs.
  • 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.
Connect accounting section in Daylit
Select NetSuite from the provider list
Grant Daylit access to ERP data
  • 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.
NetSuite Enable Features page
SuiteCloud feature toggles in NetSuite
  • 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
  • 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
  • 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.
Create a new access token in NetSuite
Copy access token details to Daylit
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.
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

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.
The email you sign in with should be the email you want to sync and send from through 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
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.
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.
Choose Outlook in Daylit Integrations
Request Outlook access approval in Daylit
Admin reviews the Outlook access request
Admin accepts the Outlook access request
  • 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.

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Connect CRM integration

CRM connections are shared across your entire workspace. Daylit syncs customer contact data from your CRM through Merge.
  • In your Daylit platform, go to Settings → Integrations → CRM.
CRM section in Daylit Integrations settings
  • Click Connect, then select your CRM provider and click Connect again.
Start the Salesforce connection in Daylit
  • On the login page, select Use my credentials (recommended).
  • 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.
Locate your Salesforce subdomain
  • Enter your subdomain into the linking flow to complete the connection.
  • Once submitted, your Salesforce account is connected.
Salesforce connection completed in Daylit
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
Enter Salesforce login credentials
  • 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.
Reset your Salesforce security token
  • Find your Organization ID:
    • Classic: Setup → Administer → Company Profile → Company Information
    • Lightning: Gear icon → Setup → Company Settings → Company Information
Open Company Information in Salesforce
Locate your Salesforce Organization ID
  • 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.

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View sync status

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

Check that your browser allows pop-ups for Daylit, then click Connect again from Settings → Integrations. If the provider still does not open, try an incognito window or a different browser.
Check the connection card on Settings → Integrations. If it shows Invalid or Reauth required, use Reconnect a disconnected integration. If it is still Syncing / Running, wait for the current sync to finish before triggering another manual sync.
Confirm the accounting connection is Valid and check the last synced timestamp. Initial sync can take up to 24 hours depending on data size. If the missing records are from a system Daylit does not support through Merge, use Connect via SFTP or contact your Daylit account manager.
Follow the Outlook or Gmail admin steps above. Non-admin users may need an admin to approve Daylit in Microsoft Entra or Google Admin Console before they can connect their mailbox.
Manual sync is incremental and is not available for CRM sync today. For accounting connections, use the Sync button on the connection card. For SFTP, upload new files to the appropriate /delta/{object}/ folder.

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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.
  • Quickstart — Complete the first-time Daylit setup flow.
  • Connect via SFTP — Send ERP or billing exports over SFTP when a direct integration is unavailable.
  • SFTP data schema — Review required SFTP objects, file paths, and field schemas.
  • Manage your team — Invite teammates and manage workspace access.
  • Collection programs — Use connected invoice and customer data for automated dunning.
  • Inbox — Review generated emails, calls, and ready sequence steps after integrations are connected.
Finished this page? Continue Set up Daylit with Team settings.