Real-time
Two-way sync
Changes in Affinity or Bill instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Affinity to Bill integration — real-time, two-way sync
Keep Affinity and Bill in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Affinity and Bill
Sync customers, invoices, and payment status between Bill and Affinity in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Affinity knows the relationship: who the contacts are and what is in motion with the account. Bill knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Vendor Credits and Credit Memos, Bills, Vendors, Invoices in Bill to Opportunities, Field Values, Notes, Interactions in Affinity with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- 01 Read Payments and payment status into a reconciliation database once bills are marked paid in BILL.
- 02 Read approved Bills and their line items into a Postgres warehouse for spend, accrual, and cash-flow reporting without CSV exports.
- 03 Sync notes and reminders into project or task systems used outside the deal team.
- 04 Mirror deal-flow lists into a warehouse or BI tool for pipeline and portfolio reporting.
Common sync patterns
Billing detail changes flow back
When a contact or address is corrected in Affinity, Bill gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Affinity when chasing a balance, and sales sees that the chase is happening.
Where Affinity tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Bill with the right billing details, so invoicing starts without re-keying.
What you can sync between Affinity and Bill
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Affinity objects | Bill objects | How this pairing syncs | |
|---|---|---|---|
| Organizations Company records matched to accounts in other systems by domain. | Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. | Organizations is specific to Affinity and Customers to Bill — each maps to any object or custom field on the other side. | |
| Opportunities Deal records tracked on lists and synced with pipeline reporting. | Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | Opportunities is specific to Affinity and Payments to Bill — each maps to any object or custom field on the other side. | |
| Field Values Custom field data, either global or scoped to a list, mapped field-by-field in syncs. | Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Field Values is specific to Affinity and Chart of Accounts to Bill — each maps to any object or custom field on the other side. | |
| Notes Meeting and call notes synced for record-keeping in other systems. | Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Notes is specific to Affinity and Bank Accounts to Bill — each maps to any object or custom field on the other side. | |
| Interactions Automatically captured emails and meetings, read for activity reporting. | Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. | Interactions is specific to Affinity and Vendor Credits and Credit Memos to Bill — each maps to any object or custom field on the other side. | |
| Reminders Follow-up tasks associated with people and organizations. | Bills Accounts-payable amounts owed to vendors, with bill line items; read and created via /v3/bills and pulled incrementally by filtering on createdTime/updatedTime. | Reminders is specific to Affinity and Bills to Bill — each maps to any object or custom field on the other side. |
How changes propagate between Affinity and Bill
Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.
Affinity Bill Sub-second propagation
DetectionAffinity notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, supplemented by polling.
DeliveryEach detected change is written to Bill through its API, with automatic retries and rate-limit backoff.
Bill Affinity Sub-second propagation
DetectionBill notifies Stacksync of record changes through webhook events. Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on.
DeliveryEach detected change is written to Affinity through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- Affinity: Subject to the platform's published API rate limits.
- Bill: 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
What ships with Affinity ⇄ Bill
Connect Affinity and Bill for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Affinity–Bill connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Affinity or Bill data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Affinity or Bill record.
Observability
Monitoring
Track your Affinity ⇄ Bill sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Affinity and Bill.
How the Affinity and Bill connectors work
Affinity
- Integration surface
- REST API
- Authentication
- API key
- Change detection
- Webhook subscriptions for record events, supplemented by polling
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's published API rate limits
Bill
- Integration surface
- REST/JSON (BILL v3 Connect API)
- Authentication
- Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps
- Change detection
- Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback
- Capabilities
- read · write · webhooks
- Rate limits
- 20,000 requests per developer key per hour; login (POST /v3/login) capped at 200/hour; maximum 3 concurrent requests per developer key per organization. Spend & Expense API is a separate token at 60 calls/token/minute.
How it works
How to connect Affinity to Bill — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Affinity and Bill with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Affinity
connected
Bill
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Affinity and Bill objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Affinity ⇄ BillCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Affinity BillCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Affinity and Bill integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Affinity and Bill: authenticate both systems, choose the objects to sync (such as Affinity's Organizations and Opportunities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Change detection on Affinity: Webhook subscriptions for record events, supplemented by polling. On Bill: Webhook event subscriptions (POST /v3/subscriptions) for bills, vendors, payments, invoices, and bank accounts, with polling on createdTime/updatedTime list filters as the fallback. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Bill side: Vendor Credits and Credit Memos, Bills, Vendors, Invoices, plus custom fields where Bill exposes them. On the Affinity side: Opportunities, Field Values, Notes, Interactions. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Affinity and Bill: Billing detail changes flow back; Collections with context; Where Affinity tracks deals: closed-won creates the finance record. When a contact or address is corrected in Affinity, Bill gets the update before the next invoice goes out.
-
Affinity: REST API. Authentication: API key. Bill: REST/JSON (BILL v3 Connect API). Authentication: Session-based: POST /v3/login with username, password, organizationId, and a developer key (devKey) returns a sessionId that is passed with the devKey as headers on every subsequent call; OAuth is available for partner/embedded apps. Stacksync manages authentication, retries, and rate limits on both sides.
SECURITY
Security teams trust Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
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