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BILL Integration Setup

Lauren Neulinger
Updated

The BILL integration is available as an add-on to all subscriptions.

 

If you do not currently have a BILL account, please reach out to your GivingData CSM. Your CSM will coordinate to have a BILL representative reach out to you to set up your account. Any paid BILL subscription is sufficient to utilize the GivingData BILL integration. 

This article covers how to set up the BILL integration and corresponds with Phase 1: Client Instructions in the BILL: Integration Checklist.

To ensure a smooth set up of the BILL Integration, please have access to the following personnel:

  • Finance team or team members who will process payments.
  • Administrator for your BILL account.
  • Account Manager/CSM for your BILL account.
  • Optional: Technical resource (IT professional) to assist with the collection of the keys required to set up the BILL integration.

If you will only use one BILL account, refer to the Standard Integration Authentication section. If you will use multiple BILL accounts, refer to the Management Console Integration Authentication section.

 

Create a Sync Token and Sync Password

A sync token is used by the integration to authenticate into your BILL account through the GivingData BILL integration. To create a sync token, the administrator for your BILL account, or optionally your IT professional with access to your BILL account, should follow the steps below.

The sync token will be associated with the logged-in user. If you would like the integration to be set up under a generic API BILL user account, you can create a new user in BILL, log in to BILL using that user login, and then set up the sync token.

User creation example:

  • First Name - API
  • Last Name - User
  • Email - <the email the API user will use to sign in>
  • Role - Administrator
  1. Log in to your BILL account.
  2. In the left-side menu, click Settings, click Sync & Integrations, and then click Tokens.tokens option
     
  3. Click Create token.create token button
     
  4. Enter a name for the new sync token, and then click Save.
    • Copy the name, as you will be asked to provide this to your GivingData contact.save button
       
  5. On the next screen, your sync token’s password will be displayed. Copy the sync token password, as you will be asked to provide this to your GivingData contact.
    • ⚠️ This value will not be visible again, so be sure to copy it immediately.

Provide Required Information to GivingData

Provide the sync token name and sync token password values you copied in the previous steps to your GivingData contact.

🛑 Wait to move forward with next steps until instructed by your GivingData contact.

Retrieve a Console Admin’s Username and API Token

  1. Log in to your BILL console account.
  2. Navigate to your staff list, and then select an admin user.
  3. Click Manage Profile, and then click Generate API Token.
    • If you do not see this option, reach out to your BILL contact.generate api token option
       
  4. Copy the API Token, as you will be asked to provide this to your GivingData contact.
  5. Copy the admin user’s username (email) associated with their account, as you will be asked to provide this to your GivingData contact.

Retrieve the Organization ID and Name for each Client in your Console

  1. Log in to your BILL console account.
  2. Access the first client in your console.
  3. Copy the client name and organization ID, as you will be asked to provide these to your GivingData contact. 
    • The organization ID is accessible at the end of the URL for the client (e.g. "orgID=_____"). URL
       
  4. Repeat steps 1-3 for each client within your BILL console.

Provide Required Information to GivingData

Provide the admin's username and API token, and each client's organization ID and name copied in the previous steps to your GivingData contact.

🛑 Wait to move forward with next steps until instructed by your GivingData contact.
 

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