Goal:
Integrating with Bill.com
Connecting Procurify with Bill.com
Setting up Bill.com
Setup with Bill.com
Bill payments are finally available for Procurify US customers. Learn more. The following article outlines how to set up Procurify with Bill.com. For the export to work, the following fields need to match the same in both Procurify and Bill.com: Vendors, Account Codes, Location/Departments, Classes and Job/Customer. Please note that the physical copy of the invoice added in the Procurify Accounts Payable module (Create a Bill) will not move over to Bill.com.
Steps:
Select Settings on the left-hand navigation bar in Procurify and select Export Data
Select Prepare CSV next to Bills
Select Approved from the dropdown field Bill Status
Select Export CSV (download through app or email)
There is also the ability to customize the format by creating a new format through the format type field and then relabeling and modifying the columns so that it will be a direct translation during the mapping in bill.com. For instructions on how to do this in Procurify, refer to the following article: How to Create a Customized Bill Template for Export
Click here for a list of basic mapping fields available in Procurify and Bill.com
Login into your bill.com account
Select the settings gear icon on the top right-hand side of the screen
Select import/export → bill.com → upload bill export file → use default system profile (modify if the Bill was exported through default format in Procurify) → and click upload
When going through the mapping process, follow the field alignments below. Save mapping once confirmed.
Once uploaded, it will show you a bill preview → select import. Allow the import to load and failed or success will appear on the screen
If failed, click view → download error report and fix the errors
To check Bills, go to Payables → select Bills