Setup the Rillet Integration

Connect Maxio to Rillet by generating a Rillet API key and using it to authenticate the integration. Completing the connection is required before configuring Rillet sync settings.

Before you begin

Confirm that you have the following before starting:

• Administrator access in Maxio.
• Your Rillet organization already includes the necessary subsidiary and bank account setup.
• A Rillet API key (generated in Rillet under Organization Settings > API Access).

Important: Maxio Support must enable the Rillet integration for your account before you can connect. If the Connect option isn't available on the Rillet integration page, contact Maxio Support to have Rillet enabled first.

We recommend connecting to a Rillet sandbox environment for initial testing before enabling live sync.

Step 1: Generate a Rillet API key

1. In Rillet, navigate to Organization Settings > API Access.
2. Click Generate API Key and copy it securely.

You'll need this key when connecting your Maxio account. If you're testing in a sandbox, generate this key from your Rillet sandbox organization instead.

Step 2: Connect Maxio to Rillet

(Optional) If you're connecting to a Rillet sandbox, enable the sandbox setting before you connect:

1. In Maxio, go to Left Menu > Rillet, then click the wrench icon (Integration Settings).
2. Click the pencil icon (Update Settings).
3. Check Use Sandbox URL, then click Save.

Then connect your account:

1. From the Rillet integration page, click the plug icon (Connect).
2. Paste your Rillet API key into the API Key field and click Save.

Once connected, Maxio automatically sets up default field mappings for the Rillet sync steps.

Step 3: Choose your Rillet subsidiary

A subsidiary is required before the integration can sync.

1. From the Rillet integration page, click the pencil icon (Update Settings).
2. Select your Subsidiary. Currency and timezone fill in automatically based on your selection.
3. Click Save.

Step 4: Test the sync

1. Confirm your Sync Schedule is set to Manual Sync Only (the default) while testing.
2. Click Sync Now.
3. Confirm that accounts, customers, and items import successfully from Rillet.
4. Review the sync log or the Issues tab for any connection or mapping errors.

Related information

If synchronization fails with connection or authorization errors, see Troubleshooting and FAQs.

Next steps

You are now connected. Next, configure the sync between Maxio and Rillet.

Continue to Configure the Rillet Integration.