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Accounting and finance

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

Keep Rillet and Zuora 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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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Rillet and Zuora

Keep the customer, invoice, and payment records that Rillet and Zuora share consistent in real time, whether the two systems split your finance stack or one is replacing the other.

Two finance systems in one company usually means one of two setups. Either the systems divide the work, with one issuing invoices or serving a business unit while the other holds the books, or one is on its way out and both must stay accurate during the transition. In both cases, the customer, invoice, and payment records the two systems share start to drift the moment updates are keyed twice or moved by hand.

Stacksync syncs Invoice Payment, Charge, Reimbursement, Custom Field in Rillet with Subscription, Rate Plan and Rate Plan Charge, Product and Product Rate Plan (Product Catalog), Invoice in Zuora bi-directionally and in real time. A record created or corrected in either system appears in the other within seconds, with field-level mapping and conflict resolution in place of CSV exports and nightly batch jobs.

That matters most at close. When both systems agree on who was billed, what was paid, and what is outstanding, reconciliation stops being a hunt for which copy of the truth is current.

Common use cases

  • 01 Sync AR and collection status back to customer success tools ahead of renewals.
  • 02 Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • 03 Master the Product Catalog (Products and Product Rate Plans) in a database or PIM and write pricing changes into Zuora.
  • 04 Stream metered Usage records from a warehouse or metering pipeline into Zuora so consumption-based charges are rated on the correct Rate Plan.

Common sync patterns

One customer master

A customer's name, billing details, or payment terms corrected in either system update the other immediately, so the next invoice always uses current information.

Payment status everywhere

A payment applied in one system updates the matching invoice in the other, so no one chases a balance that was already settled.

Entity or business-unit roll-up

Where each system serves a different entity or unit, sync the shared records so group-level reporting starts from consistent data.

What you can sync between Rillet and Zuora

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 Zuora objects How this pairing syncs
Invoice Synced with incremental and full sync per the Stacksync docs. Invoice Billing documents generated from rate plan charges and order line items; typically read out into an ERP or GL for revenue recognition and reconciliation. 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. Account (Billing Account) The customer billing entity holding contacts, payment methods, and billing settings; synced two-way as the parent record most other Zuora objects hang off. Invoice Payment is specific to Rillet and Account (Billing Account) to Zuora — each maps to any object or custom field on the other side.
Charge Synced with incremental and full sync per the Stacksync docs. Subscription Recurring or usage-based subscription tied to an Account; read for revenue state and written when provisioning or changing plans from a CRM or app. Charge is specific to Rillet and Subscription to Zuora — each maps to any object or custom field on the other side.
Reimbursement Synced with incremental and full sync per the Stacksync docs. Rate Plan and Rate Plan Charge The priced components inside a Subscription; synced so charge amounts, quantities, and effective dates stay aligned with the source system. Reimbursement is specific to Rillet and Rate Plan and Rate Plan Charge to Zuora — each maps to any object or custom field on the other side.
Custom Field Synced with incremental and full sync per the Stacksync docs. Product and Product Rate Plan (Product Catalog) The catalog of sellable products and their pricing; usually mastered elsewhere and written into Zuora, or read to map subscription charges. Custom Field is specific to Rillet and Product and Product Rate Plan (Product Catalog) to Zuora — each maps to any object or custom field on the other side.
Account Synced with incremental and full sync per the Stacksync docs. Payment Payment and refund transactions applied against invoices; read for cash application, dunning, and reconciliation reporting in the warehouse. Account is specific to Rillet and Payment to Zuora — each maps to any object or custom field on the other side.

How changes propagate between Rillet and Zuora

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

Zuora Rillet Sub-second propagation

DetectionZuora notifies Stacksync of record changes through webhook events. Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for.

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.
  • Zuora: Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
What ships with Rillet ⇄ Zuora

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or Zuora 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 Zuora record.

Observability

Monitoring

Track your Rillet ⇄ Zuora 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 Zuora.

How the Rillet and Zuora 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

Zuora

Integration surface
REST API (v1) with Object Query, Data Query, and AQuA bulk export; legacy SOAP API also available
Authentication
OAuth 2.0 client credentials (bearer token, 3600s expiry); access is governed by the Zuora role of the OAuth client's associated user, with no granular scopes
Change detection
Incremental extraction on the indexed UpdatedDate column via ZOQL/AQuA stateful mode (high-water mark), plus Callout Notifications (webhooks) for event-driven changes
Capabilities
read · write · webhooks
Rate limits
Concurrency limits: 40 concurrent requests by default, 80 for Object Queries, 200 for high-volume operations (doubled for Performance Booster); HTTP 429 on breach with exponential backoff; OAuth token endpoint is not bound by the limit.
How it works

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

    Choose tables

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

Rillet and Zuora 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:

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