BILL app partner integration

In this guide, we walk through the core requirements and steps for BILL app partner integrations.

Who is a BILL app partner?

A BILL app partner is an organization or software vendor that builds powerful, data-driven integrations for BILL services and BILL customers.

As a BILL app partner, when you connect your platform to a customer's BILL data, you can create more robust and sticky product offerings. These integrations enable you to sync data directly from your customer's BILL account into your app's environment, enabling advanced reporting, data reconciliation, and new workflow automation.

Integration prerequisites

As a BILL app partner, you require a developer key to get BILL customer data with the BILL v3 API. Email [email protected] to request a developer key for building your integration. The BILL Partner & Developer Success team will provide a developer key for both the sandbox and production environments.

See Sandbox vs Production to learn about the two BILL developer environments.

Integration user experience requirements

In this section, we discuss what a BILL app partner integration can look like for a BILL customer and for the BILL app partner.

As part of the user experience requirements, map the complete user flow from customer enablement in the BILL app partner application all the way to scheduling a sync for the customer. In the App partner implementation guide, we walk through the implementation of all the user experience requirements.

Customer onboarding

Customer enablement begins on the BILL app partner application. Begin with displaying a Call To Action (CTA) in the application to inform the customer that they can connect their BILL account with the application.

Customer sync token

Display instructions for the customer to follow for getting the information they need from their BILL account.

• Sync token name
• Sync token
• Organization ID

Customer connection

Display a form for the customer to enter the information they gathered from the previous step.

Customer information validation

Validate the information entered by the customer and return the customer connection status in the application.

Customer data sync information

Display a form with information about the data that will be synced between the customer’s BILL account and the BILL app partner integration. In addition, inform the customer about when the sync will be scheduled for the customer.

When the customer confirms the sync process, schedule the sync for the customer data.

Next steps

In the next set of sections, we will walk through the BILL app partner implementation guide and BILL app partner go-live checklist.