To connect totals to Daylite you need the Daylite App FinanceConnector. This allows you to transfer data from Daylite directly to Totals.
To set up totals in Daylite, follow these steps:
- In Totals, navigate to Settings -> Advanced settings
- Check the box next to REST-API and copy the name (not the address)
- Now open Daylite and go to the FinanceConnector settings.
- Select in the tab Service Totals
- Switch to the tab Connection and insert the REST-API name there