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CRM ⇄ Accounting and finance

Nimble to Rillet integration — real-time, two-way sync

Keep Nimble and Rillet 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 Matillion
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Nimble and Rillet

Sync customers, invoices, and payment status between Rillet and Nimble in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Nimble knows the relationship: who the contacts are and what is in motion with the account. Rillet 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 Vendor, Invoice, Credit Memo, Bill in Rillet to Tags, Custom fields, Contacts, Companies in Nimble 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 Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • 02 Sync AR and collection status back to customer success tools ahead of renewals.
  • 03 Push product usage or billing flags from internal databases into Nimble custom fields so reps have context before outreach.
  • 04 Keep deals aligned between Nimble and an accounting system so invoicing starts when a deal closes.

Common sync patterns

Collections with context

Finance sees the account owner and relationship history from Nimble when chasing a balance, and sales sees that the chase is happening.

Where Nimble tracks deals: closed-won creates the finance record

A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.

Payment status on the account

Invoice and payment status from Rillet appears on the account in Nimble, so reps see overdue balances before they promise the next order.

What you can sync between Nimble and Rillet

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.

Nimble objects Rillet objects How this pairing syncs
Custom fields Account-defined contact attributes that carry enrichment or internal identifiers Custom Field Synced with incremental and full sync per the Stacksync docs. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Activities Calls, events, and interaction history used for engagement reporting outside Nimble Invoice Synced with incremental and full sync per the Stacksync docs. Activities is specific to Nimble and Invoice to Rillet — each maps to any object or custom field on the other side.
Notes Free-text records attached to contacts, replicated for a complete account timeline Credit Memo Synced with incremental and full sync per the Stacksync docs. Notes is specific to Nimble and Credit Memo to Rillet — each maps to any object or custom field on the other side.
Tags Segmentation labels that map to list membership or filters in downstream systems Bill Synced with incremental and full sync per the Stacksync docs. Tags is specific to Nimble and Bill to Rillet — each maps to any object or custom field on the other side.
Contacts Person records with multi-value fields for email, phone, and social profiles; the primary sync entity Journal Entry Synced with incremental and full sync per the Stacksync docs. Contacts is specific to Nimble and Journal Entry to Rillet — each maps to any object or custom field on the other side.
Companies Stored as contact records with a company record type, so they sync through the same contacts resource Invoice Payment Synced with incremental and full sync per the Stacksync docs. Companies is specific to Nimble and Invoice Payment to Rillet — each maps to any object or custom field on the other side.

How changes propagate between Nimble and Rillet

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.

Nimble Rillet Interval-based propagation

DetectionStacksync polls Nimble for changes on an incremental schedule, reading only records changed since the previous pass. Polling on record modification timestamps.

DeliveryEach detected change is written to Rillet through its API, with automatic retries and rate-limit backoff.

Rillet Nimble Sub-second propagation

DetectionRillet pushes changes as they happen — webhook events backed by change data capture. Near real-time updates via change tracking.

DeliveryEach detected change is written to Nimble through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Nimble: Subject to per-account API request quotas.
  • Rillet: Subject to the platform's API rate limits.
What ships with Nimble ⇄ Rillet

Connect Nimble and Rillet for flexible, real-time data sync.

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

Real-time

Two-way sync

Changes in Nimble or Rillet instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Nimble or Rillet 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 Nimble or Rillet record.

Observability

Monitoring

Track your Nimble ⇄ Rillet sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Nimble and Rillet.

How the Nimble and Rillet connectors work

Nimble

Integration surface
REST API (JSON)
Authentication
API key; OAuth 2.0 available for registered applications
Change detection
polling on record modification timestamps
Capabilities
read · write
Rate limits
subject to per-account API request quotas

Rillet

Integration surface
REST API (OpenAPI-specified, with production and sandbox environments)
Authentication
API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
Change detection
Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
Capabilities
read · write · CDC · webhooks
Rate limits
Subject to the platform's API rate limits.
Rillet setup guide
How it works

How to connect Nimble to Rillet — 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 Nimble and Rillet 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
    Nimble connected
    Rillet connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Nimble and Rillet 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 · Nimble ⇄ Rillet
    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
    Nimble Rillet
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Nimble and Rillet 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 342 integrations available for Nimble and Rillet.

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