Can you integrate Rillet with SendGrid?

The documented direction is SendGrid to Rillet for supported objects. SendGrid is documented as a read-only connector, so it cannot receive write-back through this connector. Authorize both systems, map the selected fields, and validate the first load and later changes.

Can Rillet and SendGrid sync in both directions?

SendGrid is read-only through Stacksync. Two-way sync is not supported through these connectors; use a supported direction or review another implementation.

How fast does the Rillet to SendGrid sync run?

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.

Will existing duplicates merge automatically?

No. Stacksync documents that pre-existing duplicates are not merged automatically when two-way sync begins. Review the initial dataset and matching plan before enabling it; an empty destination can simplify the first load.

How do I map Rillet fields to SendGrid?

Start with one business entity and a stable record ID. Map a small set of editable fields with compatible types, test required values and relationships, then expand after the pilot passes.

What should I do if a record fails to sync?

Check the destination error, field constraints, permissions, and current source value. The Stacksync issues dashboard supports retry and revert; retry reads current source values, so verify the intended record state before acting.

What does a Rillet and SendGrid integration cost?

Use the current Stacksync pricing page and confirm the supported implementation with the team. Scope the required objects, record volume, update frequency, initial load, and support needs when comparing a managed connector with native or custom development.

Which records should the Rillet and SendGrid pilot start with?

Start by reviewing Customer in Rillet and Contacts in SendGrid. Check how these records relate in your workflow, then confirm the actual fields and supported operations. Test record matching and one failed or repeated update before adding more records.

What should be ready before the Rillet and SendGrid initial load?

Prepare both accounts, the selected object schemas, stable source and destination IDs, and the expected outcome. Generate an API key in Rillet Organization Setting > API Access. Create a SendGrid API key with the access levels needed for the selected resources. Use the pair worksheet to record ownership and acceptance criteria.

Accounting and finance / Business productivity · Two-way sync platform

Rillet and SendGrid integration

Bring supported SendGrid data into Rillet for your team's workflows and reporting. This connector supports updates from SendGrid to Rillet.

Set this up from Claude or ChatGPT

Field mappings and sync direction under your control
Inspect and resolve record errors in one dashboard

Source-to-destination updates for supported objects

stacksync.com

Rillet

SendGrid

Explore record coverage

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Example workflow

Customer sync test

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting eventA change involving Rillet Customer or SendGrid Contacts needs a defined result in the other system.

Start with Rillet Customer and SendGrid Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

What to verifyTest an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

Review records and field ownership

AI assistant

Set up Rillet and SendGrid from Claude or ChatGPT

Connect the Stacksync MCP server to your AI assistant, then ask for the sync in plain language. You only sign in; there is no code to write and no API key to paste.

1. Add the Stacksync MCP server

Server URL

https://mcp.stacksync.com/mcp

In Claude

Open Customize → Connectors, select + Add, then Add custom connector.
Name it Stacksync and enter https://mcp.stacksync.com/mcp.
Select Connect, sign in to Stacksync and choose your workspace.

In ChatGPT

Open Settings → Apps → Advanced settings and turn on Developer mode.
Select Create app, name it Stacksync, enter https://mcp.stacksync.com/mcp and choose OAuth.
Sign in to Stacksync, then enable Stacksync from the tools menu in a chat.

Set up Codex or Claude Code

Codex

codex mcp add stacksync --url https://mcp.stacksync.com/mcp
codex mcp login stacksync

Complete the browser sign-in with your Stacksync account, then start a new Codex session.

Claude Code

claude mcp add --transport http stacksync https://mcp.stacksync.com/mcp

Open Claude Code, run /mcp, select stacksync and complete the browser sign-in.

Then ask: “List my Stacksync workspaces.” Sign-in connects your assistant; it does not create a sync yet.

Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other assistants: setup steps in the docs.

2. Ask your assistant

Create a one-way sync from my SendGrid to Rillet.

Also from the same chat

You can also ask for workflows and AI agents (Genies) that use Rillet and SendGrid. The assistant checks what each app supports, for example:

“Build a workflow that messages our team in Slack when a Rillet record changes.”
“Create a Genie that answers questions about our SendGrid data in Slack.”

What happens next

Signs you in with your Stacksync login (OAuth). No API key is pasted into the chat.
Gives you a secure sign-in link for each app it connects; you open it and sign in to that app.
Builds the sync with your permissions in Stacksync, nothing more. Turn on Ask before every change in the MCP settings to approve each change first.

New to Stacksync? Create an account first, then sign in from your assistant.

Mapping essentials

Records and field ownership

Match records by stable IDs and assign an owner for each field. The record notes identify the coverage to check.

Download the mapping worksheet

CSV · No email required

Example record relationships between Rillet and SendGrid
Rillet record	SendGrid record	Record matching	Field ownership
CustomerDocumented record: Incremental: Yes; historical: Yes; delete detection: YesCustomer identity assessment	ContactsDocumented record: Read: Supported. Write: Not available (read-only connector).	Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.	Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

Use writable fields from the connected accounts. Read values from read-only fields without writing changes back to them, and define deletion handling separately.

Why teams connect Rillet and SendGrid

Put your Rillet and SendGrid data to work

Start with the work your team needs to complete: keep records up to date, make operational data available for reporting, or move data to a new system. Choose one Rillet and SendGrid workflow to test, define what success looks like, and decide who handles failed updates.

Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
Sync CRM contacts and their custom fields into SendGrid lists so campaign targeting reflects live sales data
Write bounces, spam reports, and unsubscribes back to the CRM to keep email opt-in status accurate everywhere

What records can you sync?

Start with the records your workflow needs. Check each system’s read and write requirements before mapping fields.

Rillet

Read and write support varies by record

Record types covered in the setup guide

Record types	Coverage and requirements
Customer Invoice Vendor Credit Memo Bill Journal Entry Invoice Payment Charge Reimbursement Custom Field	Incremental: Yes; historical: Yes; delete detection: Yes. Confirm field permissions and sync direction.
Account	Incremental: Yes; historical: Yes; delete detection: Yes, every 1h. Confirm field permissions and sync direction.
Subsidiary Tax Rate Product Contract Bank Account	Incremental: No; historical: Yes; delete detection: Yes, every 1h. Confirm field permissions and sync direction.
Bank Transaction	Incremental: No; historical: Yes; delete detection: Yes, every 4h. Confirm field permissions and sync direction.

Read the Rillet connector guide

SendGrid

Read-only connector

Record types covered in the setup guide

Record types	Coverage and requirements
Email Activity Contacts List Segments Categories Senders Single Sends Unsubscribe Groups	Reading: Supported. Updating this object: Not available (read-only connector).

Read the SendGrid connector guide

Connection essentials

Review how each system connects, detects changes, and permits access to your records.

View setup requirements and limits

Connection requirement	Rillet	SendGrid
Integration interface	REST API (OpenAPI-specified, with production and sandbox environments)	REST API (v3)
Authentication	API key generated in Rillet	API key
Change detection	Historical and incremental syncs are documented by object.	The saved Stacksync guide does not specify the change-detection mechanism.
Read access	Available for supported records	Available for supported records
Write access	Available for supported records	Not supported by this connector

Enterprise controls

Security and control for your integrations

Explore security controls

Compliance and data transfers

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
DPF US-EU-UK-CH

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:

Record-level recovery

Inspect sync errors and use retry and revert controls to resolve failed updates.

Read the recovery guide

Implementation

Technical reference

Review setup, record relationships, testing, and recovery for your implementation.

Authentication, permissions and API limits

Connection requirements and limits

Rillet

Integration interface: REST API (OpenAPI-specified, with production and sandbox environments)
Authentication: API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only to enable writes for two-way sync; check Read Only to prevent write-back
Change detection: Historical and incremental syncs are documented by object. Some objects have only historical sync; delete detection intervals vary.
Read access: Available for supported records
Write access: Available for supported records

Setup requirements

Generate an API key in Rillet Organization Setting > API Access.
For two-way sync, clear the Read Only setting; use a read-only key when the integration only needs outbound data.

Limitations to check

Some objects have historical sync only; deletion checks for supported objects can run at different intervals.

Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

Rillet setup guide

SendGrid

Integration interface: REST API (v3)
Authentication: API key (create in SendGrid Settings > API Keys with Custom Access / Full Access for the objects to sync; key begins with "SG")
Change detection: The saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.
Read access: Available for supported records
Write access: Not supported by this connector

Setup requirements

Create a SendGrid API key with the access levels needed for the selected resources.
Confirm the Email Activity subscription and retention requirements if that resource is needed.

Limitations to check

The Stacksync connector is documented as read-only. It does not write changes back to SendGrid.

Technical documentation

Documentation reviewed 2026-09-15. Check the linked guides for current account and record requirements.

SendGrid setup guide

Prepare Rillet and SendGrid access

Set up both accounts before testing the mapping. Use test records where available, and identify the account administrator who can approve access and help resolve setup errors.

Rillet setup checklist

Generate an API key in Rillet Organization Setting > API Access.
For two-way sync, clear the Read Only setting; use a read-only key when the integration only needs outbound data.

Setup guides: Authorize Rillet Connection

SendGrid setup checklist

Create a SendGrid API key with the access levels needed for the selected resources.
Confirm the Email Activity subscription and retention requirements if that resource is needed.

Setup guides: Authorize SendGrid

Prepare to go live

Record the fields each system can update, the first-load cutoff, both record IDs, the expected update delay, and who handles errors. Complete the tests before production before expanding to more records.

Use the Rillet and SendGrid planning worksheet to capture these decisions. Record the access owner in the worksheet and enter credentials only in the connection setup.

See Stacksync in action · Review current pricing

Record identity and field ownership

Keep each record tied to its source ID. Use the references below to choose field owners and preserve relationships between records.

Download the mapping worksheet · CSV, no email required

Customer identity

Customer / Contacts

Before linking Rillet Customer to SendGrid Contacts, check whether the customer is an individual or a company. Match the correct record type in each system.

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Rillet: Documented record · Incremental: Yes; historical: Yes; delete detection: Yes
SendGrid: Documented record · Read: Supported. Write: Not available (read-only connector).
Record identity: Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient.
Field ownership: Separate the customer relationship from contact details, billing authority, and consent. Choose an owner for each field after identifying whether the customer is a person or company.

Fields to include

Source customer ID
Person/company classification
Legal entity or business unit
Destination identity reference

Record dependencies: Resolve person or company type, legal entity, business role, and any billing account before transactions.
Validation: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.
Recovery: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

References: Rillet: Customer documentation SendGrid: Contacts documentation

Compare integration approaches

Use Rillet Customer and SendGrid Contacts for the first pilot. Verify its identity and permitted direction, then add dependent records only when the acceptance checks pass.

Stacksync managed sync

Best fit: Source-to-destination updates for supported objects. Choose the records, writable fields, and permissions for your workflow.
Operating responsibility: Fits ongoing record synchronization when the required operations are supported. Add workflow steps for approvals or business actions that go beyond copying fields.
Before you choose: Check record matching: Determine whether each customer represents an individual, a company, or a business-unit relationship before matching it to a contact or organization. Retain the source customer ID and destination ID; names and email alone are insufficient. Verify field coverage, deletion handling, and how changes are detected.

Native vendor integration

Best fit: A vendor-built integration may fit if it supports your Rillet and SendGrid record types.
Operating responsibility: Can reduce setup for a supported workflow. You may need another method for records or business steps it does not cover.
Before you choose: First check whether either vendor offers this integration. If available, verify Customer / Contacts, update direction, account tier, and related-record handling.

Custom API or workflow

Best fit: Consider when Rillet and SendGrid need a transformation, approval, or action outside a direct record sync.
Operating responsibility: Provides control over business steps; the team owns credentials, version changes, error queues, and reconciliation.
Before you choose: Verify endpoint permissions, pagination, quotas, duplicate detection, and failure recovery. Separate reading history from actions that send messages, grant access, or post transactions.

File or scheduled snapshot

Best fit: Consider for a one-time Rillet / SendGrid migration or a reporting need with an explicit freshness window.
Operating responsibility: Can simplify a bounded transfer; later changes and deletion history require another extraction or a separately designed incremental process.
Before you choose: Record the extraction cutoff, source IDs, encoding, date/number formats, and reconciliation totals.

Workflow scenarios and expected results

Customer sync test

Object-specific availability and field permissions determine this mapping. Use the restrictions shown for each record type.

Starting event: A change to the selected Customer or Contacts record needs a defined result in the other system.

Start with Rillet Customer and SendGrid Contacts. Use the record-matching and field-ownership rules from your mapping worksheet.
Resolve person or company type, legal entity, business role, and any billing account before transactions.
Test a normal update and one failed or repeated update in the supported direction. Keep both record IDs with the test results.

Expected result: Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

If it fails: Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

Link communication history with Rillet context

Validate the selected objects and operations even where connector-level direction is documented.

Starting event: A communication in SendGrid needs an association with Customer or Vendor in Rillet.

Select the communication records from Contacts and preserve message/call and thread IDs.
Resolve the participant-to-business-record relationship explicitly; phone number or display name alone may be ambiguous.
Keep history replication separate from sending a message, placing a call, or changing consent. Confirm a separate authorized operation for any action.

Expected result: Repeated delivery updates the same history record; a private conversation stays private; a history replay sends no new message.

If it fails: Check source delivery state and the destination relationship before retrying. Do not resend to repair an analytical or history discrepancy.

Initial load and acceptance testing

Keep both record IDs with the expected and actual result. Reconcile the same filters and time window in each system.

Customer / Contacts

Test case

Test an individual buyer, a company buyer, and one company with multiple billing relationships. Do not merge these into a single generic contact.

Expected result

The expected customer relationship is preserved with no duplicate action or unintended write.

Direction and permissions

Test case

Verify read access in SendGrid and write access in Rillet. Test the permitted route without relying on a return sync.

Expected result

Only an approved, supported direction and permitted fields are written.

Freshness and reconciliation

Test case

Measure source and destination times for the selected records under normal load and a burst. Reconcile IDs and values using the same filters and cutoff.

Expected result

The process meets its agreed freshness target and reconciliation has no unexplained differences.

Failed updates, retries and recovery

Start with the failed record and the destination error, then inspect the source value, field requirements, and access.

Rejected or repeated customer change

Investigate

Inspect Rillet Customer and SendGrid Contacts, their IDs, and the destination error.

Next action

Hold ambiguous customer matches for review and resolve customer type before retrying dependent records.

A record type or update is unavailable

Investigate

Check the Rillet and SendGrid connector guides, account permissions, and any operations marked On Request.

Next action

Ask the integration team to confirm a supported way to handle that record. Verify whether it needs connector configuration or a separate workflow step.

Source and destination disagree after a retry

Investigate

Compare current source values, destination validation, identity mappings, and any side effects already completed.

Next action

Stacksync issue retry reads the current source state. Decide the intended state before retrying or reverting; reconcile downstream effects separately.

Read the Stacksync issues dashboard guide for retry and revert behavior.

Change detection and update delivery

How updates move between Rillet and SendGrid

See how each system detects changes and which updates the other system can receive. Each direction has its own permissions and record requirements.

Rillet SendGrid Direction not supported

Detect changesThis route requires read access from Rillet and write access to SendGrid; the documented connector restrictions do not permit it.

Apply updatesUse a supported direction or review a separate integration method for this requirement.

SendGrid Rillet Timing depends on the connected systems

Detect changesThe saved Stacksync guide does not specify the change-detection mechanism. Confirm it for the selected objects.

Apply updatesSelected writable fields update in Rillet. Its permissions and validation rules still apply; rejected records can be inspected in the Issues dashboard.

Update timing and record limits

Measure initial-load and ongoing-change latency separately. Source detection, selected objects, account limits, and destination validation determine the observed delay.
Some objects have historical sync only; deletion checks for supported objects can run at different intervals.

FAQ