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4min

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:

  1. Enter a Name or Alias for this connection, in the 'Name/Alias' field, that is unique from other connectors.
  2. 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.
  3. 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.

Replicated Entities

The following BILL entities are replicated to Snowflake. These are the table names you will see in Snowflake:

  • 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



Updated 09 Feb 2023
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TABLE OF CONTENTS
Instructions (Basic Connection Setup)
Replicated Entities