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# Rillet

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.

![](/_fern-img/4a40051491ff2fae46f96d7c0146b97f48792afb1b7eaf472031eea56ede3195.webp)

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.

```mermaid
flowchart LR
    RL[Rillet] -->|customers, products, subsidiaries, payment status| SV[Solvimon]
    SV -->|invoices, credit memos, customer updates| RL
```

| 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](/platform-guides/platform-configuration/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:

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

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