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Accounting and finance ⇄ Database

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

Keep Bill and Reltio 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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  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Bill and Reltio

Work with Bill's financial data straight from Reltio: read it with ordinary queries, write to it from your own code, and let Stacksync keep both sides consistent.

Engineers need finance data more often than finance systems make it easy to get: for internal tools, reporting services, or logic that reacts to invoices and payments. Working through the vendor API means rate limits, pagination, and glue code that has to be maintained forever.

Stacksync mirrors Payments, Chart of Accounts, Bank Accounts, Vendor Credits and Credit Memos from Bill into Entities, Relations, Crosswalks, Interactions in Reltio and keeps the two in sync bi-directionally and in real time. Your services read finance records with normal queries against Reltio, and rows your code writes or updates flow back into Bill with validation, so the finance system stays the system of record.

Common use cases

  • 01 Write Vendors created during ERP onboarding into BILL so new payees are ready to pay without manual re-entry.
  • 02 Read Payments and payment status into a reconciliation database once bills are marked paid in BILL.
  • 03 Sync Relations (affiliations, hierarchies, households) between Reltio and a CRM or graph so account and affiliation structures stay aligned.
  • 04 Feed Interactions (transactions, visits, events) into Reltio to enrich entity profiles, then read them back for 360-degree reporting.

Common sync patterns

Query finance data like any other data

Customers, invoices, and payments from Bill live in Reltio as regular tables or collections your team can join, index, and query.

Internal tools without API plumbing

Build dashboards and back-office tools directly on Reltio; Stacksync handles the API calls, rate limits, and retries against Bill.

Write back safely

Updates written to the synced tables in Reltio propagate into Bill, so automations can create or correct finance records without custom integration code.

What you can sync between Bill and Reltio

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 Reltio objects How this pairing syncs
Bank Accounts Funding and deposit accounts; read to reconcile payments and posted transactions against the ledger. Reference Data (RDM) Managed lookup and reference values (country codes, standardized values, hierarchies); read and updated so downstream systems share consistent reference data. Bank Accounts is specific to Bill and Reference Data (RDM) to Reltio — 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. Entities Golden records for each configured entity type (for example Organization, Individual/Contact, Location, or Product); full CRUD via /entities, so records are created, updated, and deleted, and Reltio matches and merges them by survivorship rules. Vendor Credits and Credit Memos is specific to Bill and Entities to Reltio — 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. Relations Typed relationships between two entities (affiliations, hierarchies, employment, households); read and written via /relations to keep account hierarchies and affiliation graphs aligned across systems. Bills is specific to Bill and Relations to Reltio — 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. Crosswalks Per-entity references to the source systems and their record IDs; written when loading records so Reltio ties each source contribution to a golden record, and read to trace lineage back to origin systems. Vendors is specific to Bill and Crosswalks to Reltio — 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. Interactions Transactional or event records linked to entities (purchases, visits, activities); read and written via /interactions to enrich profiles and power 360-degree reporting. Invoices is specific to Bill and Interactions to Reltio — 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. Matches (Potential Matches) Candidate duplicate pairs produced by match rules; read to review, and resolved with merge, unmerge, or not-a-match actions to control survivorship. Customers is specific to Bill and Matches (Potential Matches) to Reltio — each maps to any object or custom field on the other side.

How changes propagate between Bill and Reltio

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

Reltio Bill Interval-based propagation

DetectionStacksync polls Reltio for changes on an incremental schedule, reading only records changed since the previous pass. Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored.

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.
  • Reltio: Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
What ships with Bill ⇄ Reltio

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Bill or Reltio 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 Reltio record.

Observability

Monitoring

Track your Bill ⇄ Reltio 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 Reltio.

How the Bill and Reltio 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.

Reltio

Integration surface
Reltio REST API (Data API) — /entities, /relations, /interactions, /activities, plus Match, RDM (reference data), and Data Change Request endpoints; base URL https://{environment}.reltio.com/reltio/api/{tenantId}
Authentication
OAuth 2.0 bearer tokens obtained from Reltio's central auth server (POST https://auth.reltio.com/oauth/token, client-credentials or password grant, application/x-www-form-urlencoded) and sent as Authorization: Bearer <token>; access tokens expire after about 60 minutes and are renewed with a refresh token, and are scoped per API (entities_api, relations_api, interactions_api, configuration_api, graphs_api)
Change detection
Polling the REST API on updateTime (epoch-ms), for example filter=gt(updateTime,<timestamp>), for entities and relations changed past a stored watermark. Reltio has no CDC log external tools consume; separately, Reltio's event streaming can publish entity change events (created, changed, removed) to a customer-configured message queue (Amazon SQS/SNS, Google Pub/Sub, Azure Service Bus, or Kafka), which is a queue feed rather than HTTP webhooks.
Capabilities
read · write
Rate limits
Reltio applies per-tenant API throttling and returns HTTP 429 (Too Many Requests) when limits are exceeded; there is no single fixed request-per-second cap published for all tenants, and throttling is tuned per tenant and environment. Large loads and reads use bulk create/update and the asynchronous export/jobs API rather than row-by-row calls.
How it works

How to connect Bill to Reltio — 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 Reltio 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
    Reltio connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Bill and Reltio 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 ⇄ Reltio
    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 Reltio
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Bill and Reltio 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.

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→ 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 425 integrations available for Bill and Reltio.

Popular · 7 of 425
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