Real-time
Two-way sync
Changes in Bill or Vitally instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Bill to Vitally integration — real-time, two-way sync
Keep Bill and Vitally 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
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Migrated from MuleSoft
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Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Bill and Vitally
Sync customers, invoices, and payment status between Bill and Vitally in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Vitally 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 Custom Trait, Account, User, Organization in Vitally 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 Push billing and subscription changes from an ERP or billing system into Vitally to keep success playbooks accurate.
- 04 Keep CS tasks and notes aligned between Vitally and ticketing or project tools.
Common sync patterns
Collections with context
Finance sees the account owner and relationship history from Vitally when chasing a balance, and sales sees that the chase is happening.
Where Vitally 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.
Payment status on the account
Invoice and payment status from Bill appears on the account in Vitally, so reps see overdue balances before they promise the next order.
What you can sync between Bill and Vitally
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 | Vitally 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. | Conversation Customer conversations logged in Vitally; activity objects include parent object details in the payload. | Customers is specific to Bill and Conversation to Vitally — 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. | NPS Response NPS survey responses for account-health reporting. | Payments is specific to Bill and NPS Response to Vitally — 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 Trait Custom account and user traits for segmentation. | Chart of Accounts is specific to Bill and Custom Trait to Vitally — 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. | Account Core customer account records with health scores and lifecycle traits; created, updated, retrieved, and listed via the REST API. | Bank Accounts is specific to Bill and Account to Vitally — 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. | User End users tied to accounts, including activity and custom traits. | Vendor Credits and Credit Memos is specific to Bill and User to Vitally — 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. | Organization Parent organizations for hierarchical B2B account structures. | Bills is specific to Bill and Organization to Vitally — each maps to any object or custom field on the other side. |
How changes propagate between Bill and Vitally
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 Vitally 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 Vitally through its API, with automatic retries and rate-limit backoff.
Vitally Bill Sub-second propagation
DetectionVitally notifies Stacksync of record changes through webhook events. Incremental polling on updatedAt cursors.
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.
- Vitally: Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
What ships with Bill ⇄ Vitally
Connect Bill and Vitally for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Bill–Vitally connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Bill or Vitally 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 Vitally record.
Observability
Monitoring
Track your Bill ⇄ Vitally 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 Vitally.
How the Bill and Vitally 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.
Vitally
- Integration surface
- REST API with cursor-based pagination (sortable by createdAt/updatedAt)
- Authentication
- API key via Basic Auth; keys created in Settings -> Integrations -> REST API and individually revocable
- Change detection
- Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates
- Capabilities
- read · write · webhooks
- Rate limits
- Default rate limit of 1,000 requests/min (token bucket); write operations consume more budget, headers expose remaining quota.
How it works
How to connect Bill to Vitally — 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 Vitally 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
Vitally
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Bill and Vitally 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 ⇄ VitallyCustomers 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 VitallyCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Bill and Vitally integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Bill and Vitally: 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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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Bill and Vitally connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Bill–Vitally integration in-house.
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Yes — Stacksync ships production-grade connectors for both Bill and Vitally. 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 Vitally: Incremental polling on updatedAt cursors; playbook-triggered webhooks can push events for near real-time updates. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
-
On the Bill side: Invoices, Customers, Payments, Chart of Accounts, plus custom fields where Bill exposes them. On the Vitally side: Custom Trait, Account, User, Organization. Stacksync auto-detects both schemas and converts types between the two systems.
-
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.
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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