Rillet Integration
Overview
The Rillet integration enables seamless synchronization of journal entries between Chargebee RevRec Premium and Rillet. Once connected, RevRec Premium automatically posts journal entries to your Rillet ledger based on your configured journal posting flow.
Note
This integration is in Early Access. Contact Support to enable it.
How the integration works
When you connect RevRec Premium with Rillet:
- Journal entries are automatically pushed to the Rillet general ledger.
- Journal statuses are automatically updated in RevRec Premium after posting.
- Posted entries can be verified in Rillet under Journal Entries.
- End-to-end visibility into the journal posting process is available.
Unsupported features
The following Rillet features are not currently supported.
Custom fields
Rillet supports custom fields that allow businesses to capture additional metadata on financial records, such as cost centers, regions, and product classifications. Chargebee does not currently support mapping or syncing these custom fields to Rillet.
Journal splitting by entity
Splitting journals based on Chargebee Entity ID and mapping them to corresponding Rillet subsidiary IDs is not supported when using the Multi Business Entity feature.
Prerequisites
Before you connect RevRec Premium with Rillet, make sure the following are configured under Settings > Accounting:
- Chart of accounts
- Journal account mappings
This ensures that journal entries are routed correctly to your Rillet accounts.
Connect RevRec Premium with Rillet
Information
Only users with the Controller role or higher can complete this setup.
To connect your RevRec Premium account with Rillet:
- Log in to your RevRec Premium site.
- Navigate to the environment you want to integrate with Rillet.
- Go to Settings > Accounting.
- On the Accounting page, select the Connect your data icon.
- In the Connect your data dialog, select AC Journal Posting.
- In the Journal Posting dialog, select Rillet as your accounting system.
- Enter your API key to authenticate the connection.
Note
You can get the API key from your Rillet organization settings.
- Turn on the Sandbox toggle if you are testing in a sandbox environment.
- Save the configuration.
- Reopen the connection widget and verify that Rillet is listed as Linked.
After the connection is established, RevRec Premium automatically publishes journal entries to Rillet whenever an accounting period is closed.
Configure the journal posting flow
You can configure RevRec Premium to automatically post journal entries to Rillet.
Before turning on journal posting, make sure your journal account mappings are configured correctly under Settings > Accounting.
Execute journal posting
RevRec Premium offers two ways to execute journal posting.
Automatic posting
Journal entries are posted automatically based on the configured journal frequency.
Manual posting
To manually post journals:
- Go to the Post Journal page.
- Select Post Journals.
The Post Journals icon is also visible next to any posted or failed journal entry, allowing you to retry. Progress can be tracked via the job info in the left navbar.
Once posting is complete, the journal status in RevRec Premium updates to Success.
You can view the posted journal entries in Rillet under the relevant GL Account, with the memo populated from the journal description generated by RevRec Premium.
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