The Rillet integration connects Maxio to Rillet so that customers, items, invoices, credit memos, and payments sync between the two systems, giving your finance and accounting teams a single source of truth for revenue recognition, reconciliation, and reporting in Rillet while Maxio remains your system of record for billing, contracts, and subscriptions.
What you can do with the Rillet integration
The Rillet integration lets you:
- Connect Maxio to Rillet using an API key generated in Rillet, with support for both Rillet production and sandbox environments.
- Sync customers, items, invoices, credit memos, and payments bi-directionally between Maxio and Rillet.
- Map your Maxio account to a single Rillet subsidiary, supporting multi-entity setups through one-to-one account-to-subsidiary mapping. If you manage multiple subsidiaries, connect each Maxio account to its own subsidiary individually.
- Automatically generate a Maxio Profile for new items synced in from Rillet.
- Choose a sync schedule: Hourly, Every 4 Hours, Nightly, or Manual Sync Only.
- Choose how the integration handles a sync error: stop the current step, or log the error and continue through the remaining steps.
How data moves between Maxio and Rillet
Each record type (customers, items, invoices, credit memos, and payments) has its own sync step, which can be a Get step (retrieves records from Rillet into Maxio), a Send step (sends records from Maxio to Rillet), or both. Syncs run automatically on the schedule you configure, or can be triggered manually at any time.
For the full list of sync steps and what each one does, see Sync Data Between Maxio and Rillet.
Things to know before you start
A few behaviors are worth knowing up front:
- Maxio Support must enable the Rillet integration for your account before you can connect. See Setup the Rillet Integration.
- New items synced in from Rillet use your account's own configured item defaults (recurring or non-recurring), based on which type of GL account they map to in Rillet. See Automatically Generate Maxio Profiles for Items.
- A Rillet sync error stops the rest of that sync run by default, unless Continue On Error is enabled. See Configure the Rillet Integration.
- We recommend testing the integration in a Rillet sandbox environment before enabling live sync.
To decide which system should create your billing records, see Choose Your Rillet Workflow Model.
To reconcile refunds between Maxio and Rillet, see Reconcile Refunds in Rillet.
For common issues and frequently asked questions, see Troubleshooting and FAQs.
Still need help?
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