Real-time
Two-way sync
Changes in Bill or Close instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Close integration — real-time, two-way sync
Keep Bill and Close 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
Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Bill and Close
Sync customers, invoices, and payment status between Bill and Close in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Close 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 Customers, Payments, Chart of Accounts, Bank Accounts in Bill to Opportunities, Activities, Tasks, Custom Activities in Close 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 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
- 02 Write Vendors created during ERP onboarding into BILL so new payees are ready to pay without manual re-entry.
- 03 Two-way sync between Close and a billing or ERP system so closed-won opportunities create customers and invoices automatically.
- 04 Keep Close contacts aligned with a marketing automation platform so outreach lists stay current.
Common sync patterns
Billing detail changes flow back
When a contact or address is corrected in Close, Bill gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Close when chasing a balance, and sales sees that the chase is happening.
Where Close 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 Bill and Close
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.
| Bill objects | Close objects | How this pairing syncs | |
|---|---|---|---|
| Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. | Activities Calls, emails, SMS, notes, and meetings logged against a lead; the source for engagement analytics. | Customers is specific to Bill and Activities to Close — each maps to any object or custom field on the other side. | |
| Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | Tasks Follow-up items assigned to users; synced for workload and SLA reporting. | Payments is specific to Bill and Tasks to Close — each maps to any object or custom field on the other side. | |
| Chart of Accounts GL accounts used to code bills and invoices; typically mastered in the accounting system and written into BILL for consistent coding. | Custom Activities User-defined activity types with their own custom fields, mapped like standard activities. | Chart of Accounts is specific to Bill and Custom Activities to Close — each maps to any object or custom field on the other side. | |
| Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. | Custom Fields Org-specific fields on leads, contacts, and opportunities; addressed by stable field ids in syncs. | Bank Accounts is specific to Bill and Custom Fields to Close — each maps to any object or custom field on the other side. | |
| Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. | Users Sales reps referenced as owners on leads, opportunities, and activities. | Vendor Credits and Credit Memos is specific to Bill and Users to Close — each maps to any object or custom field on the other side. | |
| 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. | Smart Views Saved lead searches that can scope which records a segment-based sync pulls. | Bills is specific to Bill and Smart Views to Close — each maps to any object or custom field on the other side. |
How changes propagate between Bill and Close
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.
Bill Close 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 Close through its API, with automatic retries and rate-limit backoff.
Close Bill Sub-second propagation
DetectionClose notifies Stacksync of record changes through webhook events. Webhook subscriptions for record events, with polling on date_updated fields for backfills.
DeliveryEach detected change is written to Bill through its API, with automatic retries and rate-limit backoff.
Rate-limit considerations
- 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.
- Close: Subject to per-endpoint rate limits communicated in response headers.
What ships with Bill ⇄ Close
Connect Bill and Close for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Close connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill or Close 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 Bill or Close record.
Observability
Monitoring
Track your Bill ⇄ Close sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Bill and Close.
How the Bill and Close connectors work
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.
Close
- Integration surface
- REST API
- Authentication
- API key (sent via HTTP Basic auth)
- Change detection
- Webhook subscriptions for record events, with polling on date_updated fields for backfills
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to per-endpoint rate limits communicated in response headers
How it works
How to connect Bill to Close — 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 Bill and Close with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Bill
connected
Close
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill and Close 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 · Bill ⇄ CloseCustomers 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.
Bill CloseCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Close integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Bill and Close: authenticate both systems, choose the objects to sync (such as Bill's Customers and Payments), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Bill: The v3 Connect API is REST/JSON; direct integrations authenticate with a session from POST /v3/login using a developer key, organization ID, username, and password, and the sessionId is scoped to that devKey. Close: Custom fields are addressed by stable ids rather than display names, so field mappings survive renames. Stacksync's field mapping accounts for these differences between Bill and Close without custom code.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Bill and Close records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Bill and Close connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Bill–Close integration in-house.
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Yes — Stacksync ships production-grade connectors for both Bill and Close. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection 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. On Close: Webhook subscriptions for record events, with polling on date_updated fields for backfills. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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:
Related integrations
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