Import from Daylite

Overview

In Daylite, click on Contacts, Projects, or Opportunities then View-> Multi-column list.  Right click the column header to add all the columns required them File->Export to File.

Contacts > Projects or Opportunities > View > Multi-Column > Right click the column header to add all the columns required > File > Export to File

Daylite does not provide an export of linked information (Projects, contacts, notes, etc) so generally we can only import the contact and open projects but not the related information.

Daylite User Guide: https://download.marketcircle.com/docs/help/Daylite%204%20User%20Guide.pdf

Related article

• Data Import