Bill.com Setup Guide

Prerequisites

• An active BILL account with access to Settings → Sync & Integrations.

Note: Each connection supports a single BILL organization. If you need to sync multiple organizations, set up a separate connection for each.

Setup Guide

Step 1: Create a Sync Token in BILL

1. Log in to your BILL account.
2. Go to Settings → Sync & Integrations → Tokens.
3. Click New.
4. Enter a name for the token, for example matia, and click Save.
5. Copy the token name. This is your Sync Token Name.
6. Copy the generated token. This is your Sync Token. You will need it to configure your connection.

Note: The sync token gives Matia access to your AR data, including customers, invoices, recurring invoices, credit memos, and received payments. It cannot send invoices, charge customers, or move money.

Step 2: Create a Developer Key and Find Your Organization ID

1. Go to Settings → Sync & Integrations → Manage Developer Keys.
2. Create a new developer key.
3. Copy the generated key. This is your Developer Key.
4. Note the Organization ID at the bottom of the page. It starts with 008.

When you click Test Connection, Matia signs in to BILL with your sync token, Organization ID, and Developer Key to verify access.

Step 3: Complete Configuration in Matia

1. Enter the Sync Token Name.
2. Enter the Sync Token.
3. Enter the Organization ID.
4. Enter the Developer Key.
5. Enter an Asset Name.
6. (Optional) Enter a Description.
7. (Optional) Assign Tags.
8. Select an Owner.
9. Verify that your BILL account is successfully connected by clicking on Test Connection.
10. Click Connect.