Integrate Daylite with Xero

Appy Pie Connect allows you to automate multiple workflows between Daylite and Xero

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About Daylite

Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.

About Xero

Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.

Want to explore Daylite + Xero quick connects for faster integration? Here’s our list of the best Daylite + Xero quick connects.

Explore quick connects

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Connect Daylite + Xero in easier way

It's easy to connect Daylite + Xero without coding knowledge. Start creating your own business flow.

  • Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • New Bill

    Triggered when you add a new bill. (Accounts Payable)

  • New Contact

    Triggered when you add a new contact.

  • New Payment

    Triggered when you receive a new payment.

  • New Quote

    Triggered when a new quote is created.

  • New Sales Invoice

    Triggered when you add a new sales invoice. (Accounts Receivable)

  • Actions
  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Create Bank Transfer

    Transfers money between two bank accounts.

  • Create Bill

    Creates a new bill (Accounts Payable).

  • Create Credit Note

    Creates a new credit note for a contact.

  • Create New Quote Draft

    Creates a new quote draft.

  • Create Payment

    Applies a payment to an invoice.

  • Create Purchase Order

    Creates a new purchase order for a contact.

  • Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

  • Create/Update Contact

    Creates a new contact or updates a contact if a contact already exists.

  • Create/Update Item (Product)

    Creates a new item or updates a item if a product already exists.

How Daylite & Xero Integrations Work

  1. Step 1: Choose Daylite as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Xero as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Daylite to Xero.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Daylite and Xero

  • Daylite?
  • Daylite is a cloud accounting. It is a web-based accounting software that helps small business to manage their books and record all their financial transactions. It has a user friendly interface and it also has the option to integrate with other accounting software such as QuickBooks or Microsoft Office. Daylite is not only an accounting software, but it is also a CRM, time tracking, billing management software.

  • Xero?
  • Xero is a cloud accounting software. It also has a user friendly interface and it also has a good customer support team to help users whenever they need them. It integrates with other accounting software such as QuickBooks or Microsoft Office. Xero is a good alternative for Daylite since it has more features than Daylite. Unlike Daylite, Xero does not have time tracking, billing management and CRM. It is free for 5 users while Daylite is free only for 1 user.

  • Integration of Daylite and Xero
  • Since both Daylite and Xero are cloud accounting software, they can easily integrate together. What if you can manage your books in Daylite while you can manage your clients in Xero using the same platform? That would be great. However, there are no integration tops that can connect Daylite and Xero together. The best way to do this is to manually export files from Daylite to Xero and vice versa. That way you do not need any extra tops to make the two accounting software work together. You will get all your accounting records in one place.

  • Benefits of Integration of Daylite and Xero
  • Integration of Daylite and Xero helps business owners to manage their books in one place. This will help the business owners track their expenses more effectively because everything will be in one place. They will not need to export data from one accounting software then import it into another accounting software. They will not waste their time on the tedious tasks since the two accounting software are integrated together. This integration will also help small business owners to keep track of their expenses better since they will be able to generate reports in real time when doing their bookkeeping. This will also eliminate double entry errors since everything will be in one place. Business owners will focus on managing their business better instead of focusing on the bookkeeping task alone without any assurance that they are doing it right or not.

    Integrating Daylite and Xero together helps business owners in many ways. Integrating these two accounting software will help in managing your expenses in real time, eliminating double entry errors, saving time on tedious tasks, tracking your expenses more effectively, etc. These are some of the reasons why business owners should consider integrating Daylite with Xero together.

    The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm