Rillet Integration Overview and Configuration

Once your Rillet account is connected (How To: Connect the Rillet Integration), you can configure how data maps between Measure and Rillet. This ensures that invoices, payments, taxes, and customers sync correctly. This article walks you through the settings available in the Rillet integration panel.

1. In Measure, navigate to Integrations and select the Rillet integration.

   

2. Click the Settings tab to open the configuration panel.

   

When you first connect Rillet, Measure shows a list of required onboarding steps before the integration becomes active. Complete each step in order, then click Complete to finish setup.

Under Clearing Accounts, match each currency in Measure to the corresponding Rillet clearing account. Clearing accounts temporarily holds payment amounts before they are deposited to your bank account. For example, map USD to your Stripe USD clearing account.

Under Bank Accounts Mapping, match each currency in Measure to the appropriate Rillet deposit bank account. For example, map USD to your Mercury Checking US account.

Customers, Invoices, Payments, and Credit Notes can be matched to their corresponding entity in Rillet. Each record shows one of the following statuses:

• Active — The record is matched and in sync between Measure and Rillet.

• Needs Update — The record is matched but has changes that have not yet been pushed to Rillet.

• Unmatched — The record has not been linked to a corresponding record in Rillet.

• Missing in Rillet — The record exists in Measure but has no corresponding record in Rillet.

• Only in Rillet — The record exists in Rillet but does not have a corresponding record in Measure.

• Conflict — There is a discrepancy between the Measure record and the matched Rillet record that requires manual review.

The Settings panel contains several mapping sections. You can update these at any time after the initial onboarding.

• Accounting Products Mapping: Match each Measure product to the corresponding Rillet product. Accurate product mapping ensures taxes are calculated correctly.

• Bank Accounts Mapping: Match each currency in Measure to a Rillet deposit bank account. This determines where payments are recorded after settlement.

• Tax Rates Mapping: Map Measure tax rates to Rillet tax rates. Set a default mapping for 0% rates, then configure each non-zero rate individually.

• Select Rillet Transaction Fees Account: Choose the Rillet account where transaction fees are recorded.

• Select Rillet Discount Fees Account: Choose the Rillet account where discount fees are recorded.

The Settings panel includes controls that determine how data is pushed to Rillet. Automatic Push to Rillet runs a daily sync and shows the next scheduled sync time.

You can also enable the following options:

• Override Rillet Customer Address with address from Measure: Syncs customer billing addresses from Measure to the corresponding customer records in Rillet.

• Add Period Dates to Rillet's Line Item Description: Appends the service period (for example, 01 Jan 2024 - 31 Jan 2024) to each invoice line item description in Rillet.

• Do Not Push Manual Payments to Rillet: Excludes manually recorded payments in Measure from syncing to Rillet.

Once the integration is active, Measure syncs the following record types to Rillet: customers, invoices, payments, and credit notes. Use the Syncs tab to trigger a manual sync and confirm records have been pushed correctly.

When you void an invoice in Measure, Rillet reflects the voided status differently than a standard void. The invoice appears as paid in Rillet, with a corresponding credit note marked as voided. This is expected behavior and accurately represents the reversal in Rillet's accounting records.

The top tabs in the Rillet integration panel let you monitor sync activity and history.

• Matches: View and manage how customers, invoices, and payments in Measure are matched to records in Rillet. Manually match any items that were not linked automatically.

• Syncs: See a summary of items pending a sync. Trigger a manual sync from this tab.

  

• Logs: Review a detailed history of all sync activities and any errors that occurred.