BILL
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BILL (previously Bill.com) solutions empower businesses to automate their finances, providing them greater efficiency, visibility and control over their financial operations.
Learn more at https://www.bill.com/.
Select BILL
Select your BILL instance type from the dropdown (Sandbox or Production).
Enter your Organization ID. This is a unique alphanumeric value that starts with 008
. There are a few ways to obtain it:
Reach out to your BILL point of contact and they will provide it to you
Generate an API token in your BILL app (navigate to Settings >> Sync & Integrations >> Tokens) and share it with us. We will use this to retrieve it.
If you're feeling adventurous, you can retrieve your Organization ID using your browser's Developer Tools feature. See the next page for instructions.
Enter your BILL username and password, then click Connect.
Once connected, configure your integration (optional), then click Create. You're done!
If you prefer to import BILL data from a .csv export, head here for instructions.
If you'd like, provide a unique name for the connection.
You can also set view or edit permissions for users or groups. If you don’t need to, you can skip this.