Connect

Prerequisites

• Admin privileges in BILL
• BILL Essentials, Team, Corporate or Enterprise subscription

Integration steps

Create a BILL API token

1. Log in to your BILL dashboard.
2. Select My account from the Spend & Expense navigation menu.
3. Select Settings.
4. In the  API tokens section, select Generate new token.
5. Enter a name and description for the token.
6. Click Generate Token.
7. Copy and securely store the API token.

Connect the Cornerstone instance in Zluri

1. Open the Integrations Catalog, search for “bill”, and click ➕ Connect.

   

2. Click Connect it myself. You can click the down-arrow button towards the right of a scope to learn what it does.

   

3. Enter the API token here.

   

4. Click Connect, give the connection a name and description, and you’re ready to go!

Got questions? Feel free to submit a ticket or contact us directly at [email protected].