BillingReconcileSettings
Integrations
The Integrations settings page is where your organization adds new connectors, updates configuration, and controls which integrations are enabled. It is the main home for connector setup and management.
What you can do here
- Add a new integration
- Enable or disable connected integrations
- Open settings for an individual integration
- Search or filter the integrations list
- Open support if you need a connector that is not listed
Adding a new integration
When adding a connector, BillingReconcile shows the fields required to connect that specific integration. These fields can vary from one vendor to another because each system has its own authentication and configuration requirements.
Connector setup pages can also include documentation that helps you find the required API keys or credentials in the third-party vendor’s portal.
Managing existing integrations
Existing integrations can be enabled or disabled depending on whether you want them actively participating in your reconciliation workflow.
Each connector also has its own settings area where credentials, API keys, or other configuration can be updated when something changes.
Using documentation during setup
BillingReconcile’s integration documentation is designed to help users find and generate the information needed to connect each system.
These guides are kept current, but third-party vendor interfaces can change over time. If a screen looks different from the documentation, the general setup flow is usually still the same even when wording or layout changes.
Recommended next steps after connecting
- Run a sync so the connector can pull data into BillingReconcile.
- Review client mapping to confirm records are attached correctly.
- Set up service mapping rules in Service Management.
- Move into Billing & Invoices once setup is complete.