Rillet | Solvimon | Documentation

Connect Solvimon to Rillet to import your customers, products, and subsidiaries, and to push invoices, credit memos, and customer updates to Rillet for accounting.

Prerequisites

An active Rillet account.

Connect Solvimon to Rillet

Connect your Rillet account

In Solvimon Desk, go to Menu → Settings → Integrations → Rillet and click Connect to Rillet. You’ll see a pop-up like the one shown below.

Click Connect, log in with your Rillet account credentials in the window that opens, and grant Solvimon access.

Configure and enable workflows

Once authenticated, open the configurations tab to enable the workflows you want to run against your Rillet platform. The supported out-of-the-box workflows are listed under configuration; if you don’t see the one you’re looking for, reach out to your Customer Success Manager.

Data flow

Imports are triggered manually from Desk; exports and status updates run automatically.

Workflow	Direction	Trigger
Import customers	Rillet → Solvimon	Manual
Import products	Rillet → Solvimon	Manual
Import subsidiaries	Rillet → Solvimon	Manual
Export invoices	Solvimon → Rillet	Automatic, on invoice finalisation
Export credit memos	Solvimon → Rillet	Automatic, on credit note finalisation
Sync customers	Solvimon → Rillet	Automatic, on customer update
Mark invoices as paid	Rillet → Solvimon	Automatic, via webhook

Import customers

You can manually trigger this workflow to import your Customers from Rillet to Solvimon to speed up your onboarding process.

Every Customer entity in Rillet is treated as a Customer in Solvimon.

Solvimon	Rillet
reference	id
email	emails (MAIN_SENDER)
organization.legal_name	name
organization.registered_address.line1	address.line1
organization.registered_address.line2	address.line2
organization.registered_address.city	address.city
organization.registered_address.postal_code	address.zip_code
organization.registered_address.country	address.country
custom_field (Rillet Customer ID)	id

Import products

You can manually trigger this workflow. Products configured on your Rillet account are synced to Solvimon and created in the Products section of the settings menu under the category Rillet Products.

Solvimon	Rillet
name	name
reference	id
description	description
custom_field (Rillet Product ID)	id

Import subsidiaries

You can manually trigger this workflow to import your Rillet Subsidiaries as Solvimon billing entities.

Every Subsidiary in Rillet is treated as a Billing Entity in Solvimon.

Solvimon	Rillet
reference	id
legal_name	trade_name
timezone	timezone
custom_field (Rillet Subsidiary ID)	id

Export invoices to Rillet

This workflow runs automatically. Whenever an invoice is finalised in Solvimon, it is pushed to Rillet without any manual action required. Each Product is treated as a line item in the Rillet invoice, along with its usage, quantity, price, and tax.

Solvimon	Rillet
invoice_number	invoice_number
invoice_id	external_references (solvimon_invoice_id)
invoice_date	invoice_date
due_date	due_date
purchase_order_number	purchase_order_number
notes	memo
customer	customer_id
billing_entity	subsidiary_id
invoice_lines	items

Each invoice line is mapped as follows:

Solvimon	Rillet
group.amount_excluding_tax	price.amount_per_unit
group.product (Rillet Product ID)	price.product_id
group.start_at	revenue.period.start
group.end_at	revenue.period.end
group.tax_categories.category	tax_rate.type
group.tax_categories.percentage	tax_rate.percentage
group.tax_categories.name	tax_rate.description
group.products.name	description

Export credit memos to Rillet

This workflow runs automatically when a credit note is finalised in Solvimon. The credit memo is linked to the original invoice in Rillet.

Solvimon	Rillet
invoice_number	credit_memo_number
invoice_date	credit_memo_date
original_invoice_id	invoice_id
invoice_id	external_references (solvimon_invoice_id)
customer	customer_id
billing_entity	subsidiary_id
invoice_lines	items

The line item mapping is the same as for invoices.

Sync customers to Rillet

This workflow runs automatically. Whenever a customer is updated in Solvimon, the changes are pushed to Rillet, keeping customer data in sync across both platforms.

Solvimon	Rillet
organization.legal_name	name
organization.legal_name	name_on_invoice
organization.registered_address.line1	address.line1
organization.registered_address.line2	address.line2
organization.registered_address.city	address.city
organization.registered_address.state	address.state
organization.registered_address.postal_code	address.zip_code
organization.registered_address.country	address.country
email	emails (MAIN_SENDER)
id	external_references (solvimon_customer_id)

Mark invoices as paid

This workflow runs automatically via webhook. When a payment is confirmed in Rillet, Solvimon is notified and updates the corresponding invoice status accordingly.

Recommended workflow

To get the most value from the integration, follow these steps:

Import your customers from Rillet to Solvimon.
Import subsidiaries and products.
Use Solvimon to create draft invoices.
Review and edit invoices in Solvimon Desk as needed.
Finalise and send invoices to customers using Solvimon.
Invoices and credit memos are synced to Rillet for revenue recognition and general accounting.

Synchronisation is trigger-based by default. If you need custom triggers, reach out to your sales executive.