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Accounting and finance ⇄ ERP

Bill to Rootstock ERP integration — real-time, two-way sync

Keep Bill and Rootstock ERP 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 Rootstock ERP

Keep Bill and Rootstock ERP agreeing on customers, invoices, and balances, whether they split the finance workload or one is replacing the other.

A dedicated finance tool and an ERP end up side by side for practical reasons: a subsidiary runs lighter software than headquarters, billing runs in a specialist system while the enterprise system holds the wider view, or the company is mid-migration and both are live. Whatever the split, the two systems describe overlapping customers and transactions, and that overlap drifts without a live connection.

Stacksync syncs Vendors, Invoices, Customers, Payments in Bill with Receipts and Shipments, Salesforce Accounts and Contacts, Sales Orders, Work Orders in Rootstock ERP in real time and in both directions. You decide which system wins on which field, and every change made in one is reflected in the other within seconds instead of at the next batch run.

Common use cases

  • 01 Read approved Bills and their line items into a Postgres warehouse for spend, accrual, and cash-flow reporting without CSV exports.
  • 02 Sync Customers and Invoices from BILL AR into a CRM or ERP so sales and finance see billing and payment status on the account.
  • 03 Replicate work order and inventory data to a Postgres database or warehouse for shop-floor and planning analytics.
  • 04 Sync inventory availability by site to e-commerce storefronts so promised dates reflect real stock.

Common sync patterns

One customer and vendor master

Where both systems keep records of the same organizations, corrections made in either propagate to the other.

Subsidiary to headquarters

Where Bill serves a business unit and Rootstock ERP is the group system, transactions and customer records roll up continuously, so consolidation starts from live data.

Where Bill handles billing: invoices land in Rootstock ERP

Invoices and payment activity from the billing side post through to the enterprise system automatically.

What you can sync between Bill and Rootstock ERP

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 Rootstock ERP objects How this pairing syncs
Vendor Credits and Credit Memos AP and AR adjustments applied against bills and invoices; synced so balances stay accurate on both sides. Items / Products The manufacturing item master, kept aligned with e-commerce and PLM systems. Vendor Credits and Credit Memos is specific to Bill and Items / Products to Rootstock ERP — 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. Bills of Material Multi-level product structures read for costing and planning integrations. Bills is specific to Bill and Bills of Material to Rootstock ERP — 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. Inventory Balances On-hand quantities by site and location, synced to storefronts and WMS. Vendors is specific to Bill and Inventory Balances to Rootstock ERP — 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. Receipts and Shipments Inbound and outbound transactions synced to logistics and 3PL systems. Invoices is specific to Bill and Receipts and Shipments to Rootstock ERP — 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. Salesforce Accounts and Contacts Shared CRM masters in the same org, so customer data needs no separate ERP sync. Customers is specific to Bill and Salesforce Accounts and Contacts to Rootstock ERP — 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. Sales Orders Order headers and lines synced to fulfillment, invoicing, and reporting systems. Payments is specific to Bill and Sales Orders to Rootstock ERP — each maps to any object or custom field on the other side.

How changes propagate between Bill and Rootstock ERP

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

Rootstock ERP Bill Sub-second propagation

DetectionChanges in Rootstock ERP are captured at the source via change data capture — no polling loop against its API. Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply).

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.
  • Rootstock ERP: Consumes the Salesforce org's daily API request allocation, shared with other integrations.
What ships with Bill ⇄ Rootstock ERP

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Bill or Rootstock ERP 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 Rootstock ERP record.

Observability

Monitoring

Track your Bill ⇄ Rootstock ERP 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 Rootstock ERP.

How the Bill and Rootstock ERP 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.

Rootstock ERP

Integration surface
Salesforce Platform APIs (REST, SOAP, Bulk) — Rootstock data lives in Salesforce custom objects
Authentication
OAuth 2.0 (standard Salesforce connected app flows)
Change detection
Salesforce Change Data Capture on Rootstock custom objects where enabled (entity selection limits apply); SOQL polling on SystemModstamp as fallback
Capabilities
read · write · CDC
Rate limits
Consumes the Salesforce org's daily API request allocation, shared with other integrations
How it works

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

    Choose tables

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

Bill and Rootstock ERP 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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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 402 integrations available for Bill and Rootstock ERP.

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