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Accounting and finance ⇄ Business productivity

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

Keep Rillet and Sysaid 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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Why teams connect Rillet and Sysaid

Connect the financial records in Rillet with the work happening in Sysaid, so both stay current without exports or copy-paste.

Rillet holds the financial truth: who the customers are, what they were billed, what they paid. Sysaid is where part of the day-to-day work happens, and that work often involves the same customers and transactions. Without a live connection, the two drift apart, and people end up answering questions from stale copies.

Stacksync keeps Vendor, Invoice, Credit Memo, Bill in Rillet and Companies, Custom Fields, Incidents, Service Requests in Sysaid in sync, bi-directionally and in real time. Whatever records Sysaid keeps and whatever events it produces, the overlap with Rillet is mapped field by field, and a change on either side shows up on the other within seconds.

There is no middleware to build, no API rate limits to babysit, and no nightly job that leaves the morning running on yesterday's data.

Common use cases

  • 01 Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • 02 Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • 03 Mirror Assets and Configuration Items with an external CMDB or asset database so inventory and ticket linkage share one source of truth.
  • 04 Stream Service Records into a warehouse for SLA, backlog, and MTTR reporting without manual CSV exports.

Common sync patterns

Where Sysaid tracks people or companies: one identity

A customer's details updated in either system update the other, so finance and the rest of the business stop maintaining two versions of the same customer.

Where Sysaid is a docs or knowledge workspace: reference data kept fresh

Figures teams rely on, like customer status or outstanding balances, stay current wherever Sysaid surfaces them instead of going stale after a one-time paste.

Where Sysaid handles customer conversations: billing context in view

Front-line teams see invoice and payment status from Rillet next to the customer they are helping, without logging into the finance system.

What you can sync between Rillet and Sysaid

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.

Rillet objects Sysaid objects How this pairing syncs
Custom Field Synced with incremental and full sync per the Stacksync docs. Custom Fields Org-specific fields on service records, discoverable through the API so mappings can be generated without hardcoding names. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Invoice Payment Synced with incremental and full sync per the Stacksync docs. Incidents Break/fix tickets under /api/v1/sr with type=incident; created and updated two-way with status, priority, assignee, category, and SLA fields. Invoice Payment is specific to Rillet and Incidents to Sysaid — each maps to any object or custom field on the other side.
Charge Synced with incremental and full sync per the Stacksync docs. Service Requests Catalog and help-desk requests on the same /sr endpoint (type=request); written or read so fulfillment can be driven from another system. Charge is specific to Rillet and Service Requests to Sysaid — each maps to any object or custom field on the other side.
Reimbursement Synced with incremental and full sync per the Stacksync docs. Problems Root-cause records that group related incidents; read and written to keep problem management aligned with an external ITSM or reporting store. Reimbursement is specific to Rillet and Problems to Sysaid — each maps to any object or custom field on the other side.
Account Synced with incremental and full sync per the Stacksync docs. Changes Change records (type=change) with approval and scheduling fields; synced two-way to drive CAB review and deployment workflows. Account is specific to Rillet and Changes to Sysaid — each maps to any object or custom field on the other side.
Customer Synced with incremental and full sync per the Stacksync docs. Users End users and admins on the /users endpoint; synced with an HRIS or identity source to keep requester and agent records current. Customer is specific to Rillet and Users to Sysaid — each maps to any object or custom field on the other side.

How changes propagate between Rillet and Sysaid

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.

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

Sysaid Rillet Sub-second propagation

DetectionSysaid notifies Stacksync of record changes through webhook events. Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature.

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

Rate-limit considerations

  • Rillet: Subject to the platform's API rate limits.
  • Sysaid: Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
What ships with Rillet ⇄ Sysaid

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

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

Observability

Monitoring

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

Trading partners

EDI

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

How the Rillet and Sysaid connectors work

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

Sysaid

Integration surface
REST API (JSON)
Authentication
Client-credentials app keys: an application key (clientId/clientSecret) is created via /v1/application-keys, then exchanged at /v1/access-tokens for a bearer token (default 24h, up to 30 days); an x-sysaid-accountid header scopes the account. Legacy V0 uses session-cookie login.
Change detection
Webhooks (beta) push sr.created and sr.updated events with changed-field diffs and an X-Sysaid-Signature; otherwise poll the /sr endpoint filtering on update_time.gte.
Capabilities
read · write · webhooks
Rate limits
Requests are throttled per the X-RateLimit-Limit / -Remaining / -Reset headers; list calls are paginated with a limit parameter and each org is capped at 100 application keys.
How it works

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

    Choose tables

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

Rillet and Sysaid 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.

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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