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How Can I Exchange Data between Merlin Project and Daylite?

Daylite

The CRM solution Daylite is used in many companies for contact management. Therefore, the question for data exchange between both programs naturally arises.

Our partner LGO Knowledge implemented MerlinDayliteLink as a paid script solution, with which projects created in Merlin Project can be transferred to Daylite as tasks or appointments and linked to customer data.

Installation

If you want to download the MerlinDayliteLink script, please fill out the form of our partner LGO Knowledge. You will receive a download link via email.

Double-click the downloaded .dmg file to unzip it and install the script in the Merlin Project script folder on your Mac (~/Library/Application Scripts/net.projectwizards.merlinproject).

After successful installation, the new menu item MerlinDayliteLink will appear in the File > Actions menu.

Merlin Project menu with MerlinDayliteLink

Note: MerlinDayliteLink is available in English only.

Data exchange

To exchange data between Merlin Project and Daylite, select one or more rows of your project and call one of the offered menu items.

Transfer activities or milestones as appointments to Daylite.

Pass activity or milestone as appointment

Submit all or selected activities as tasks to Daylite.

Pass activities as tasks

Get updates of tasks or appointments in Daylite.

Retrieve updated tasks or appointments

Project setup to link a project to Daylite or make resources out of Daylite users.

Linking Merlin Project and Daylite

Submit feedback via email to LGO Knowledge, or request support.

Contact LGO Knowledge

Help and Support

Videos as well as answers to frequently asked questions can be found on the LGO Knowledge support page: lgo.co.uk/merlindaylitelink/help

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