What is the LinkedIn-integration?

LinkedIn is a large, global business network. It allows users to network and find business partners, new employees or leads. With our LinkedIn integration, you can create, link, or update people and companies from LinkedIn directly in Daylite. LinkedIn integration is a Plus Package feature of the plugin Web&Map.

Table of Contents:

• How do I activate LinkedIn integration??
• How do I create or link a LinkedIn contact in the global Web section in Daylite?
• How do I create or link a LinkedIn contact from the Web tab in Daylite?
• How do I create or link a LinkedIn contact using Copilot in Daylite?
• How do I update contact information from LinkedIn in Daylite?
• How do I create job experience from LinkedIn in Daylite?

How do I activate LinkedIn integration??

To activate LinkedIn integration, proceed as follows:

1. Navigate to the iOSXpert PluginCenter
2. Open the plugin Plus Package
3. Choose General
4. Activate the LinkedIn integration
   
5. Once you open LinkedIn in the Web section or in Copilot, log in with your LinkedIn credentials
   

How do I create or link a LinkedIn contact in the global Web section in Daylite??

To create a contact from LinkedIn from the Web section, proceed as follows:

1. Make sure that the plugins Plus Package and Web&Map are installed and licensed
2. Navigate to Web in the left sidebar
   
3. Select LinkedIn from the dropdown next to the search bar
   
4. Search for the contact in LinkedIn and open it
   
5. Use the Create/Link in Daylite button to link the contact to an existing contact or create a new one
   

How do I create or link a LinkedIn contact from the Web tab in Daylite?

To create a contact from LinkedIn from the Web tab on the contact, proceed as follows:

1. Make sure that the plugins Plus Package and Web&Map are installed and licensed
2. Select the contact
3. Navigate to the tab Web
4. Select LinkedIn from the dropdown next to the search bar
   
5. Search for the contact in LinkedIn and open it
6. Use the Create/Link in Daylite button to link the contact to an existing contact or create a new one
   

How do I create or link a LinkedIn contact using Copilot in Daylite?

To create a contact from LinkedIn using Copilot, proceed as follows:

1. Make sure that the plugins Plus Package and Web&Map are installed and licensed
2. Select the contact
3. Open Copilot or Copilot Tab
4. Choose the Widget LinkedIn
   
5. Search for the contact in LinkedIn and open it
6. Use the Create/Link in Daylite button to link the contact to an existing contact or create a new one
   

How do I update contact information from LinkedIn in Daylite?

To update a contact from LinkedIn in Daylite, proceed as follows:

1. Select the contact
2. Open LinkedIn in the Web tab or the LinkedIn widget in Copilot
3. Click on the green button Already in Daylite
   
4. Choose Update Person
   
5. Add any missing information using the plus icon or overwrite information using the arrow icon
   

How do I create job experience from LinkedIn in Daylite?

To add a contact's job experience from LinkedIn to Daylite, proceed as follows:

1. Select the contact
2. Open LinkedIn in the Web tab or the LinkedIn widget in Copilot
3. Click on the green button Already in Daylite
4. Select Create experience
   
5. The job experience will be saved as a note in the contact's history