You can now find a Rillet Integration panel on Solvimon Desk under Menu → Settings → Integrations → Rillet.

Getting Started

To set up an integration with Solvimon Desk and Rillet, you will need an active Rillet account.

Step 1 : Connect to your Rillet Account

Login to your Solvimon Desk and click on Connect to Rillet under Integrations.

Once you click on Connect to Rillet, you will see a pop-up like the one shown below

Once you click on Connect you’ll see a window opening up where you need to login with your Rillet Account credentials and grant Solvimon access.

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Step 2 : Setup configurations and Enable Integration

Once authenticated, you can view the configurations tab to enable the workflows you’d like to enable in your Rillet Platform. Currently, the supported and out of the box workflows are listed under configuration but if you don’t see the one you’re looking for, you could reach out to your Customer Success Manager.

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Step 3 : Synchronise your data

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.

A list of fields that is currently synced from Rillet

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Import Products

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

A list of fields that is currently synced from Rillet for Products

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Import Subsidiaries

You can manually trigger this workflow to import your Rillet Subsidiaries as Solvimon Billing Entities (read more about billing entities here).

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

A list of fields that is currently synced from Rillet for Subsidiaries

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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 will be treated as a line item in the Rillet Invoice along with its usage, quantity, price and tax.

A list of fields that is currently synced to Rillet

For invoice_lines

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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.

A list of fields that is currently synced to Rillet

The line item mapping is the same as for invoices.

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Sync Customer 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.

A list of fields that is currently synced to Rillet

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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.

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We Recommend the following steps

To gain the most value from the accounting integration, follow the below 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 within Solvimon Desk as needed
5. Finalise and send invoices to customers using Solvimon
6. Invoices and credit memos are automatically synced with Rillet for revenue recognition and general accounting purposes

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Once the integration is in place there can be multiple ways to setup the synchronisation. Its by default trigger based for updating the list but custom triggers can also be handled and for such requirements you can reach out to your sales executive for further assistance.

You can now view your desired data on the Solvimon Desk and vice versa on your Rillet platform based on the integrations chosen.

🎉 You’re now all set and have enabled synchronisation!

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