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Accounting and finance ⇄ Human resources

Bill to Namely integration — real-time, two-way sync

Keep Bill and Namely 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 Namely

Keep the employee, department, and cost records that Bill and Namely share consistent in real time, so the finance system and the people system stop drifting apart.

Bill runs the money side of the company: who gets paid, what it costs, and which part of the business the cost belongs to. Namely runs the people side: who works here, which team they sit in, and how their employment changes over time. The two overlap on the same people and the same org structure, because every employee is also a payee and every department is also a cost center. When that overlap is maintained by hand, a new hire, a transfer, or a termination has to be keyed twice, and the two systems start to disagree about who is active and where the cost lands.

Stacksync syncs Customers, Payments, Chart of Accounts, Bank Accounts in Bill with Events, Profiles, Job Titles, Job Tiers in Namely bi-directionally and in real time. A person added, updated, or deactivated on either side appears on the other within seconds, with field-level mapping and conflict resolution in place of CSV exports and nightly batch jobs.

That matters most when money follows a people event. A hire that finance can pay, a leaver whose access ends, a transfer that redirects cost to the right team, all happen from one change instead of two, so headcount and spend reconcile from the same set of records.

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 Push Groups and Teams (departments, locations, team categories) into downstream apps to keep org structure and reporting lines aligned.
  • 04 Feed Namely Reports as JSON into a database on a schedule for roster, turnover, and diversity dashboards without manual CSV exports.

Common sync patterns

Department and cost-center alignment

The org structure maintained in Namely keeps the departments or cost centers in Bill current, so spend and headcount roll up the same way.

Status changes propagate

A role, department, or employment-status change in either system updates the other within seconds, so cost allocation, access, and reporting reflect the current state.

People-driven costs land in finance

Compensation, reimbursements, or other costs tied to a person on the Namely side flow into Bill for posting, so the books reflect what people actually cost without manual re-entry.

What you can sync between Bill and Namely

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 Namely objects How this pairing syncs
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. Profiles The core employee record (personal, job, contact, and compensation fields); synced two-way via GET/POST/PUT with updated_at driving incremental polling. Vendors is specific to Bill and Profiles to Namely — each maps to any object or custom field on the other side.
Invoices Accounts-receivable invoices sent to customers; created and read via /v3/invoices to keep billing status aligned with the ERP or CRM. Job Titles Job title definitions; read and written so titles stay aligned with an HRIS, directory, or reporting dimension. Invoices is specific to Bill and Job Titles to Namely — each maps to any object or custom field on the other side.
Customers AR customer master records; mapped to customer/account records in a CRM or ERP so finance and sales share one view. Job Tiers Leveling hierarchy grouping zero-to-many Job Titles; read to map seniority into warehouse dimension tables. Customers is specific to Bill and Job Tiers to Namely — 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. Groups Departments and locations that organize Profiles; synced to keep org structure aligned with a warehouse or IdP. Payments is specific to Bill and Groups to Namely — 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. Teams Teams and team categories a Profile belongs to; read and written for org-chart and provisioning workflows. Chart of Accounts is specific to Bill and Teams to Namely — 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. Reports Saved Namely reports returned as JSON snapshots that update instantly; read-only feeds for headcount and roster analytics. Bank Accounts is specific to Bill and Reports to Namely — each maps to any object or custom field on the other side.

How changes propagate between Bill and Namely

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 Namely 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 Namely through its API, with automatic retries and rate-limit backoff.

Namely Bill Interval-based propagation

DetectionStacksync polls Namely for changes on an incremental schedule, reading only records changed since the previous pass. No webhooks.

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.
  • Namely: Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
What ships with Bill ⇄ Namely

Connect Bill and Namely for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Namely connection.

Real-time

Two-way sync

Changes in Bill or Namely instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Bill or Namely 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 Namely record.

Observability

Monitoring

Track your Bill ⇄ Namely 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 Namely.

How the Bill and Namely 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.

Namely

Integration surface
REST API (JSON over HTTPS)
Authentication
OAuth 2.0 authorization-code grant, or a personal access token sent as a Bearer token; all calls run over HTTPS against https://{subdomain}.namely.com/api/v1
Change detection
No webhooks; integrations poll GET endpoints and compare the updated_at / created_at timestamps on Profiles and related objects to detect changes
Capabilities
read · write
Rate limits
Namely's public docs do not publish a fixed request quota; the REST API returns standard HTTP status codes, so integrations should throttle and back off on 429/5xx responses.
How it works

How to connect Bill to Namely — 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.

  1. 01

    Connect your apps

    Authenticate Bill and Namely with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Bill connected
    Namely connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Bill and Namely 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Bill ⇄ Namely
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Bill Namely
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Bill and Namely integration FAQ

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.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 397 integrations available for Bill and Namely.

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