Set up Billit

Connect OutSmart to your Billit account and prepare the first sync.

Connect OutSmart to Billit before you configure imports or exports.

You sign in through the Billit login page.

Before you start

Make sure the Billit integration is active in the License Manager.

Set existing work orders to Handled before you connect.

This helps prevent old work orders from exporting by accident.

1

Open Software integrations

Go to Settings → General → Software integrations.

Open Billit.

Open Settings.

2

Open the settings

Click Open settings.

If Billit is not connected yet, the login flow starts.

3

Sign in to Billit

Log in with your Billit account.

Then allow OutSmart to access your data.

4

Return to OutSmart

After login, OutSmart opens the Billit settings again.

You can then review the available options.

5

Configure imports and exports

Choose which data should import into OutSmart.

Then choose how completed work orders should export.

6

Save the setup

Click Save.

Your connection and settings are then stored.

Before you save

Check these points first:

• the Billit license is active
• old work orders are set to Handled if needed
• the import and export options match your process

Frequently asked questions

What happens if the connection expires?

The settings page shows this message:

Authentication expired. Reconnect the integration to sync data.

Use the power icon in the log panel to disconnect.

Then connect Billit again through the login page.

Can I reconnect to a different Billit account?

Yes.

Disconnect the integration first.

Then sign in with the other Billit account.

How do I know the connection works?

After login, the Billit settings page opens again.

The log panel on the right also shows sync activity.

Related topics

• Billit
• What is Billit?
• Set up a software integration