App partner integration go-live checklist

We recommend that you complete this testing checklist before you are ready to go live with your integration. In this checklist, you will set up a test BILL account in sandbox and then create a sync in your application for the test BILL account as a customer.

Test in sandbox

• Set up a test BILL account (A) in the sandbox environment for developer key generation.
• Sign in to the BILL web app (A) in sandbox.
• Generate a developer key for making v3 API requests.
• Set up a second test BILL account (B) in the sandbox environment. This test account plays the role of a BILL customer.
• Sign in to the BILL web app (B) in sandbox.
• In the BILL web app, create a test vendor and 5 test bills for the vendor.
• Generate a sync token for the first step of the sync process.
• Login with POST /v3/login with the sync token information. Validate that you are getting an HTTP 200 response.
• In your application’s test environment, login with the API. Validate that you are getting an HTTP 200 response for the test credentials entered in the previous step.
• Create a test sync between your application and the test customer’s organization. Validate that there is a match between the data pulled by your application and the information in the test customer’s organization.

Go live in production

When you are ready to go live with your integration, complete this go-live checklist.

• Email [email protected] to request a production developer key.
• Repeat the testing checklist in the production environment with trial BILL organizations.
• (Optional) Run a BETA pilot with a subset of your BILL customers.
• General Availability (GA): Release the integration to all BILL customers on your platform.
• Reach out to your BILL partner manager to get added to the BILL app marketplace.