Real-time
Two-way sync
Changes in Bill or Gladly instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Gladly integration — real-time, two-way sync
Keep Bill and Gladly in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
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Adopted by fast-scaling companies moving mission-critical data in real time
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Why teams connect Bill and Gladly
Sync customers, invoices, and payment status between Bill and Gladly in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Gladly 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 Invoices, Customers, Payments, Chart of Accounts in Bill to Customer profiles, Conversations, Conversation items, Agents in Gladly 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 Sync Gladly customer profiles with an order database so agents see purchase history and profile updates flow back.
- 04 Mirror conversations and topics into a warehouse for CX analytics and staffing models.
Common sync patterns
Payment status on the account
Invoice and payment status from Bill appears on the account in Gladly, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Gladly, Bill gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Gladly when chasing a balance, and sales sees that the chase is happening.
What you can sync between Bill and Gladly
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 | Gladly objects | How this pairing syncs | |
|---|---|---|---|
| Payments Outgoing vendor payments and received customer payments; read for reconciliation and created to schedule bill pay. | Conversation items Individual messages across voice, SMS, chat, and email attached to the conversation. | Payments is specific to Bill and Conversation items to Gladly — 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. | Agents User records used to attribute work in CX analytics. | Chart of Accounts is specific to Bill and Agents to Gladly — 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. | Topics Categorization applied to conversations; the key dimension for contact-driver reporting. | Bank Accounts is specific to Bill and Topics to Gladly — 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. | Tasks Follow-up work items created from external triggers or synced for workload reporting. | Vendor Credits and Credit Memos is specific to Bill and Tasks to Gladly — 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. | Customer profiles The central entity; merges identifiers like email, phone, and order IDs, which syncs use for matching. | Bills is specific to Bill and Customer profiles to Gladly — each maps to any object or custom field on the other side. | |
| Vendors Payee master records; synced two-way with vendor/supplier tables in an ERP or accounting system so new payees don't have to be re-keyed. | Conversations Each customer's continuous timeline; status and outcomes sync to CRMs and warehouses. | Vendors is specific to Bill and Conversations to Gladly — each maps to any object or custom field on the other side. |
How changes propagate between Bill and Gladly
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 Gladly 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 Gladly through its API, with automatic retries and rate-limit backoff.
Gladly Bill Sub-second propagation
DetectionGladly notifies Stacksync of record changes through webhook events. Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports.
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.
- Gladly: Subject to the platform's API rate limits.
What ships with Bill ⇄ Gladly
Connect Bill and Gladly for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Gladly connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill or Gladly 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 Gladly record.
Observability
Monitoring
Track your Bill ⇄ Gladly 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 Gladly.
How the Bill and Gladly 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.
Gladly
- Integration surface
- REST API
- Authentication
- API tokens used with basic authentication tied to an agent email
- Change detection
- Webhook event subscriptions for conversation and customer events, supplemented by polling and report exports
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
How it works
How to connect Bill to Gladly — 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 Gladly 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
Gladly
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill and Gladly 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 ⇄ GladlyCustomers 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 GladlyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Gladly integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Bill and Gladly: authenticate both systems, choose the objects to sync (such as Bill's Payments and Chart of Accounts), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Bill side: Invoices, Customers, Payments, Chart of Accounts, plus custom fields where Bill exposes them. On the Gladly side: Customer profiles, Conversations, Conversation items, Agents. 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 Bill and Gladly: Payment status on the account; Billing detail changes flow back; Collections with context. Invoice and payment status from Bill appears on the account in Gladly, so reps see overdue balances before they promise the next order.
-
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. Gladly: REST API. Authentication: API tokens used with basic authentication tied to an agent email. Stacksync manages authentication, retries, and rate limits on both sides.
-
Bill: BILL exposes separate AP and AR object sets plus a distinct Spend & Expense API that uses its own token and a lower 60-calls-per-minute limit. Gladly: Gladly's model is customer-centric rather than ticket-centric: each customer has one continuous conversation timeline, and channel interactions attach as conversation items. Stacksync's field mapping accounts for these differences between Bill and Gladly without custom code.
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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