What is Billit?
Understand what Billit syncs with OutSmart and how the connection works.
Billit connects OutSmart with your Billit environment.
It reduces double entry between field work and billing.
What you do with Billit
import customers into OutSmart relations
import products into OutSmart materials
export completed work orders as invoices or quotations
What syncs between both systems
With Billit in OutSmart, you can:
import products into materials
import customers into relations
export completed work orders as invoices
export completed work orders as quotations
How the connection works
The connection uses OAuth through the Billit login page.
OutSmart does not store your Billit password.
The integration runs automatically in the background.
What you need first
Before you start, make sure you have:
access to Settings → General → Software integrations
an active Billit integration license in the License Manager
a Billit account that can approve the connection
Important to know
You choose one export format per connection.
Export uses Invoice or Quotation.
Only material lines export to Billit.
Hours and work periods do not export.
You can start a manual sync when needed.
Frequently asked questions
Related topics
Last updated
Was this helpful?