BILL

datalakehouse io provides the best data synchronization process from bill, formerly bill com, into your data warehouse or data lake storage so that you can integrate your other financial and operational sources for an enterprise view of your organization instructions (basic connection setup) remember datalakehouse io securely connects to your bill account instance by redirecting you to the bill portal for you to sign in and authenticate your account datalakehouse io does not capture or store your password/credentials connecting to bill, you need to make sure that you have access to retrieve metadata from your bill account using the form please complete the following basic steps enter a name or alias for this connection, in the ' name/alias ' field, that is unique from other connectors enter in the ' target schema prefix ' field, a name that will be unique in your data cloud destination where you wish to land the data select the bill envrionment sandbox enter your organization id from bill it will start with 008 and contain 20 characters follow these steps to obtain your organization id from bill in order to access your production account you will need to connect one time to the sandbox api using the org id and then make a request to your bill account manager so they authorize the org id for production access production in order to access your production bill account you will need to connect one time to the bill sandbox api using the org id and then make a request to your bill account manager so they authorize the org id for production access the production authorization can only be performed by bill support click the authorize your account button which will transport you to the bill login, where you will login with your account credentials once your credentials are accepted you will be automatically redirected back to this datalakehouse io portal and you should be able to see a successful connection how to video replicated entities the following bill entities are replicated to your target destination these are the table names you will see actg class approval policy approval policy approver bill bill credit bill line item bill pay chart of account customer customer bank account customer contact department employee invoice invoice line item invoice pay item job location payment term received pay sent pay user vendor vendor bank account vendor credit vendor credit line item issue handling if any issues occur with the authorization simply return to the sources page in datalakehouse io, edit the source details and click the save & test or authorize your account or re authorize account button to confirm connectivity if any issues persist please contact our support team via the datalakehouse io support portal https //datalakehouse zendesk com faq when the error message below appears this indicates that the username or password entered is incorrect please retype the credentials ensuring they are accurate this error indicates that the org id that was entered is incorrect the org id must start with 008 and is 20 characters in length