Rillet

Rillet is a revenue recognition ERP. Zenskar exports customers, invoices, and credit notes to Rillet. Rillet payments can sync back into Zenskar, for organizations with payment backsync enabled. A connection binds to exactly one Rillet subsidiary, so an organization with multiple subsidiaries needs one connection per subsidiary.

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Connect Rillet

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Prerequisites

• A Rillet account with API access, and an API key generated for it. Note whether the key is for Rillet’s sandbox or production environment, since each has separate keys.
• A chart of accounts already set up in Rillet. The connector references accounts by their code and never creates them, so these must already exist: a sales or revenue account, a tax account of type Liability, and a discount account of type Income or Expense.
• If the Rillet organization has more than one subsidiary, decide which one this connection maps to.

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Steps

1. Log in to Rillet to generate an API key. In Rillet, select the organization in the bottom left corner, go to Organization Settings > API Access, and click + Create API Key. Copy and save the key, since you cannot view it again after this step.
2. In Zenskar, go to More > Integrations > ERP, find the Rillet card, and click Connect.
3. On the Rillet page, click Connect to Rillet.
4. In the dialog, fill in the following fields, then click Connect:

   Field	What to enter
   Environment	sandbox or production, matching the Rillet API key generated in step 1.
   API Key	The Rillet API key generated in step 1.

   Zenskar validates the key against Rillet immediately. If the key is invalid, or does not match the environment entered, the connection does not save and Zenskar shows an error.
5. Zenskar redirects you to the Configuration screen.

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Configure the connection

1. Under Entity Sync Mapping, map the connection to a Rillet subsidiary and a Zenskar entity:

   Field	What it does
   Rillet Entity	The Rillet subsidiary this connection syncs to. Required.
   Zenskar Entity	The Zenskar business entity mapped to that subsidiary. Required.

2. Under Data Sync Setup, enable the modules to sync. Every module is export only, from Zenskar to Rillet:

   Customers
   Sync direction	Export only
   What it syncs	Zenskar customers, to Rillet.

   Invoices
   Sync direction	Export only
   What it syncs	Approved Zenskar invoices, to Rillet, for revenue recognition.

   Credit Notes
   Sync direction	Export only
   What it syncs	Zenskar credit notes, to Rillet, as credit memos.

3. Configure the account mapping and product settings for Invoices and Credit Notes. None of these have a default or recommended value, each account must already exist in Rillet, and Zenskar does not validate the account type until sync time:

   Setting	Applies to	What it does
   Sales Account for Invoices	Invoices	Required. Any Rillet account type.
   Tax Account for Invoices	Invoices	Required. Must be a Liability account in Rillet.
   Discount Account for Invoices	Invoices	Required. Must be an Income or Expense account in Rillet.
   Sales Account for Credit Notes	Credit Notes	Required. Any Rillet account type. There is no separate tax or discount account for credit notes.
   Auto-create Products	Invoices	Enabled by default. Creates the product in Rillet automatically when an invoice references a Zenskar product that is not yet mapped. To reuse an existing Rillet product instead, see Map an existing product below.
   Default Revenue Pattern	Invoices	Even Period or Daily. Defaults to Even Period. Applied to auto-created products.
   Include in ARR/MRR	Invoices	Enabled by default. Whether auto-created products count toward ARR and MRR.

   These account fields apply only to a product Zenskar creates in Rillet. A Zenskar product already mapped to an existing Rillet product keeps that product’s own account in Rillet, unaffected by this configuration. To reuse an existing Rillet product instead of creating a new one, see Map an existing product below.
   Customers referenced by an invoice sync to Rillet during invoice sync, even if the Customers module is turned off. Credit notes do not create the customer in Rillet, so the customer must already be synced, or the credit note sync fails. The customer’s billing country must also be set, since it determines whether Rillet applies VAT or sales tax on the credit memo.
4. Click Save Configuration. The connection shows as Configured on the Rillet Connections tab.

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Map an existing product

If a Zenskar product already exists as a product in Rillet, map them to each other before your first sync. Without this mapping, Auto-create Products creates a new, duplicate product in Rillet instead of reusing the existing one.

1. Go to Contracts > Products and open the product.
2. Under Integrations, click Link Product. If the product already has a mapping to another connector, click Link Additional Product instead.
3. Select Rillet as the connector, then click Save to proceed.
4. Choose the Rillet Account this product belongs to, then paste the product’s ID under Product ID in Rillet. Find this ID on the product’s own page in Rillet, in the page URL.
   Rillet has no product search by name, so this ID cannot be looked up by typing the product’s name. Once you paste a valid ID, Zenskar shows the matched Rillet product’s name to confirm you pasted the right one.
5. Save the mapping.

Repeat for each Zenskar product that already exists in Rillet. This mapping is per product; there is no bulk mapping option.

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Features