TABLE OF CONTENTS
Get Visibility and Control over Payments with Bill.com
Precoro integration with BILL allows you to track the entire procurement process, from requisition to payment, in one place. At the same time, the integration saves you from double work, since you won’t have to re-enter and re-check your data! Once the invoice is approved in Precoro, it can be sent to BILL for payment, and the updates are sent back to Precoro for easy monitoring.
Here’s what the integration will help do:
- Keep the payments compliant and aligned with your spending rules.
- Automatically ensure all invoices are approved before proceeding to payment.
- Minimize inconsistencies and errors that increase spend.
- Stay updated on order and invoice status without manually checking if everything’s been paid yet.
How to Establish the Integration
Step 1: Connect Precoro and BILL
💡 Please note: To establish the integration, ensure you have the Administrator role and the Connection manager option enabled in BILL. You’ll also need the Configuration role in Precoro.
For now, BILL integration can’t be connected if your company is already integrated with QuickBooks, Xero, or NetSuite. Our team is working on the ability to set up integrations simultaneously while maintaining data integrity
In Precoro, navigate to Configuration → Integrations, find BILL, and press Connect.
This action will redirect you to the BILL Configuration page. To connect the integration, you’ll need to fill out the following form:
Please fill in the Username and Password fields with the username and password of the BILL Administrator with the Connection manager option set to Yes.
You can generate a developer key (Dev Key) in BILL in Settings → Sync & Integrations → Manage Developer Keys. The Organization ID is also available on the Manage Developer Keys page. Please refer to this article provided by BILL for more details.
Press Connect after filling in all the necessary information. Once connected successfully, the integration will be displayed on the Integrations page with the Connected status.
How to connect if you're using SSO
You can authorize the integration using SSO by generating a sync token. Please follow these steps to set it up:
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Sign in to your BILL company.
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Click Settings in your BILL account.
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Click Sync & Integrations → Tokens.
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Click NEW to create a new sync token.
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Enter a NAME and click SAVE. The name will be your username for signing in.
A new sync token will be generated, which will serve as your password for the Precoro integration. The organization ID and Dev Key are generated as explained above.
For your reference, you can find the complete guide in the BILL documentation here: https://developer.bill.com/docs/token-based-sign-in
With Multi-Entity Management, you can connect a separate BILL company to each legal entity, as described in this section below.Step 2: Import the Necessary Data
Once the connection is established, you’ll see the lists available for import on the BILL Configuration page. Learn how to import the necessary entities and options in this article.
💡 Please note: Only invoices from integrated suppliers will be sent from Precoro to BILL. Additionally, all integrated fields will be required, and you’ll only be able to select the imported options. Please ensure you’ve synced all the required information for document integration.
How to Set Up the Integration with Multi-Entity Management
If you use Multi-Entity Management, your legal entities in one Precoro company can each have their own BILL company connected.
How to connect BILL companies to legal entities:
On the BILL Configuration page, your legal entities appear in the left sidebar. You set up the integration separately for each legal entity:
- Select a legal entity in the sidebar.
- Connect the BILL company for the selected legal entity as described in Step 1.
- Repeat the steps for each legal entity you want to integrate.
After connecting, import the data for each connection as described in Step 2.
💡 Please note:
- You can connect each BILL company to one legal entity only.
- If you deactivate a legal entity, its BILL integration is disconnected, and all integration data is deleted. After you reactivate the legal entity, set up the integration again from scratch.
Switching an existing BILL integration to multi-entity:
If your Precoro company is already integrated with one BILL company and you want to connect more, we recommend creating a new Precoro company and setting up Multi-Entity Management in it. Then connect a BILL company to each legal entity, as described above.
Contact your Customer Success Manager to discuss the setup.
How to Integrate Invoices and Payments
After setting up the integration and importing the necessary fields and options, you can start integrating documents.
Please learn how invoice integration works here.
Payments from BILL can be imported either from the BILL Configuration page or from the Payments page in Precoro. Please refer to this article for more details.
How to Disconnect or Remove BILL Integration
If needed, you have the option to disconnect the integration permanently or temporarily. To do so, go to the BILL Configuration page, press the Disconnect button, then select the necessary option:
- Remove Integration—all data will be unsynced, and you will be able to set up a new integration from scratch.
- Disconnect Integration—your settings and field synchronization will be saved, which allows you to reactivate it anytime.
