Data Synchronization between Bill.com and Precoro

TABLE OF CONTENTS

• Lists Available for Integration

• How to Sync Suppliers

  • Importing New Vendors

  • Updating and Mapping Existing Suppliers

• How to Import Fields and Options

• How to Import Items 

Lists Available for Integration 

Before you start integrating documents and payments, please sync all the necessary lists between Bill.com and Precoro. Here’s what can be imported or updated based on the information in your Bill.com account.

First, you need to establish a connection with Bill.com as explained in this article. After that, the master data can be imported or updated from the BILL Configuration page in Configuration → Integrations. On this page, you’ll see the list where:

1. If the entity is yet to be integrated, the “check” sign is greyed out.
2. If there’s at least one imported option on this list, you’ll see a green check opposite it.

How to Sync Suppliers

Importing New Vendors 

Importing vendors from Bill.com is the first necessary step once you’ve set up the integration. Please note that only invoices from the integrated suppliers can be sent to Bill. 

Follow these steps to import vendors:

1. On the BILL Configuration page, find the Suppliers section and press Import. 
2. You’ll see the list of vendors from Bill. It’s easy to spot the already integrated suppliers by the blue checkbox.
3. Check the suppliers you want to sync and press Import.
   1. If this supplier doesn’t exist in your Precoro company, it will be created with the details extracted from Bill.com.
   2. If there’s already a supplier with the same name in Precoro, it will be mapped with the Bill vendor, and information in their supplier card will be updated.
4. Integrated suppliers will be shown with the Integrated with Bill.com tag on the Supplier Management page.

This supplier data is transferred from Bill.com to Precoro:

Field in Bill.com	Field in Precoro
name	Name
accountNumber	Bank Account Number
email	Email Address (of a supplier contact)
phone	Phone Number (of a supplier contact)
address	Address (split into corresponding fields)
currency	Currency

Updating and Mapping Existing Suppliers

If you have already integrated suppliers and want to update the data in their cards based on the information in Bill.com, just click Update on the BILL Configuration page. 

You can also integrate existing suppliers in Precoro with Bill.com. Open the Supplier Management page, find the needed supplier, and press the Map button. Precoro will check for a vendor with the identical name in Bill and map the supplier if the corresponding Bill vendor is found.

How to Import Fields and Options 

On the BILL Configuration page, you’ll find all the lists you can import, including

• Chart of Accounts
• Classes
• Departments
• Customers
• Locations

Here’s a step-by-step import process:

1. Navigate to the BILL Configuration page, find the needed list, and press Import.
2. On the following page, you’ll see a list of this field’s options available in Bill.com.
3. In the Import as: field, select if you want to import the list as a custom field for documents or items. Locations can also be imported as Locations (standard document field in Precoro).
4. Check the options you want to integrate. The search bar at the top of the list helps you navigate long lists quickly.
5. Press the Import button in the top-right corner.

The imported fields will appear in the selected Configuration section (Custom Fields for Documents or Items) with the Bill prefix and integration tag. Precoro will also save the option hierarchy.

If the field has already been integrated, you can still use the Import functionality to add more options from Bill to Precoro. Previously integrated options are marked with light-blue checkboxes on the import page.

If changes are made to the integrated options in Bill.com, please press Update opposite the integrated field on the BILL Configuration page to keep the values up to date.

How to Import Items

The BILL Configuration page also allows you to import items. 

1. Find the Items section and press Import.
2. Select the items to add to the catalog in Precoro.
3. Press Import.

The items from Bill.com will appear on the Item Management page. You can import more items anytime or update the integrated items’ details from the BILL Configuration page.

Here’s what item data is imported from Bill.com to Precoro:

Field in Bill.com	Field in Precoro
name	Item Name
price	Price
type	Item Type (Inventory, Non-Inventory, Service, Tax)

When you send invoices from Precoro to Bill.com, integrated items will be in the Items section, while non-integrated items from the catalog and items added manually will appear under Expenses. To start integrating invoices, please follow this guide.