GETTING STARTED GUIDE: How to set up a new connection?
Bill.com is a simplified accounting tool, beautifully designed for freelancers and small to medium sized businesses. Bill.com gives you intelligent insights into your finances and allows you to efficiently create invoices, track expenses and financial dependencies, all in one place. Get your paperwork done without the struggle of using complex desktop software. Below you'll find detailed information, specifically for Bill.com integrations:
Supported Bill.com Integrations
To connect your Bill.com account, we need the username you used to set up your Bill.com account and password. If you already authorized your Bill.com account(s) in the past or in any other PieSync integration, you'll be able to skip this part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- Available Credit
- Customer Type (Company / Individual)
- Field values
- Already existing in the app you sync with
[THEN] Supported Actions
- Update Customer Type
- Update Payment Terms
- Update field values
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of Bill.com fields being mapped by default. For instance, in a connection with HubSpot, the default field mapping looks like this:
You have the ability to disable default mappings and reuse them in the custom mappings section.
Customizable Field Mapping
You can custom map any additional Bill.com fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping HERE.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!