Real-time
Two-way sync
Changes in Copper CRM or Rillet instantly reflect in both systems. No stale data, no manual imports.
CRM ⇄ Accounting and finance
Copper CRM to Rillet integration — real-time, two-way sync
Keep Copper CRM and Rillet in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.
- SOC 2 and 6 other compliance frameworks
- POC with real engineers in minutes
Adopted by fast-scaling companies moving mission-critical data in real time
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Migrated from Mulesoft
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Migrated from Fivetran
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Migrated from Celigo
Why teams connect Copper CRM and Rillet
Sync customers, invoices, and payment status between Rillet and Copper CRM in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Copper CRM knows the relationship: who the contacts are and what is in motion with the account. Rillet knows the money: what was invoiced, what was paid, what is overdue. When the two are connected only by exports, each side works partly blind.
Stacksync links Bill, Journal Entry, Invoice Payment, Charge in Rillet to Tasks, Projects, Pipelines, Custom Field Definitions in Copper CRM with bi-directional, real-time sync. New customers, updated billing details, invoice status, and payment activity move in whichever direction you configure, field by field, with conflicts resolved by rules you set. The result is one version of each customer, visible from both sides.
Common use cases
- Sync AR and collection status back to customer success tools ahead of renewals.
- Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
- Enrich Copper records with product usage or firmographic data from an internal database to guide follow-up.
- Mirror Copper data into Postgres so internal tools can query CRM state without extra API calls.
Payment status on the account
Invoice and payment status from Rillet appears on the account in Copper CRM, so reps see overdue balances before they promise the next order.
Billing detail changes flow back
When a contact or address is corrected in Copper CRM, Rillet gets the update before the next invoice goes out.
Collections with context
Finance sees the account owner and relationship history from Copper CRM when chasing a balance, and sales sees that the chase is happening.
What you can sync between Copper CRM and Rillet
Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.
| Copper CRM objects | Rillet objects | |
|---|---|---|
| Opportunities Deals tracked through pipelines and stages; synced for revenue reporting. | Invoice Synced with incremental and full sync per the Stacksync docs. | |
| Activities Logged emails, calls, meetings, and notes attached to records. | Credit Memo Synced with incremental and full sync per the Stacksync docs. | |
| Tasks To-dos with due dates and assignees, usable in workload syncs. | Bill Synced with incremental and full sync per the Stacksync docs. | |
| Projects Post-sale work records Copper offers alongside classic CRM objects. | Journal Entry Synced with incremental and full sync per the Stacksync docs. | |
| Pipelines Stage definitions that give opportunity records their stage context. | Invoice Payment Synced with incremental and full sync per the Stacksync docs. | |
| Custom Field Definitions Org-defined fields whose definitions are fetched to build dynamic field mappings. | Charge Synced with incremental and full sync per the Stacksync docs. |
What ships with Copper CRM ⇄ Rillet
Connect Copper CRM and Rillet for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Copper CRM–Rillet connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Copper CRM or Rillet data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.
At scale
Event queues
Handle millions of events per minute without losing a single Copper CRM or Rillet record.
Observability
Monitoring
Track your Copper CRM ⇄ Rillet sync health, view errors, and replay failed events in one click.
Trading partners
EDI
Transform legacy EDI complexity into simple database interactions between Copper CRM and Rillet.
How the Copper CRM and Rillet connectors work
Copper CRM
- Integration surface
- REST API
- Authentication
- API key paired with the requesting user's email address, sent as request headers
- Change detection
- Webhook subscriptions for record create/update/delete events; polling as fallback
- Capabilities
- read · write · webhooks
- Rate limits
- Subject to the platform's API rate limits
Rillet
- Integration surface
- REST API (OpenAPI-specified, with production and sandbox environments)
- Authentication
- API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync
- Change detection
- Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h)
- Capabilities
- read · write · CDC · webhooks
- Rate limits
- Subject to the platform's API rate limits.
How it works
How to connect Copper CRM to Rillet — three steps, no code
Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.
- 01
Connect your apps
Authenticate Copper CRM and Rillet with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Copper CRM
connected
Rillet
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Copper CRM and Rillet objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.
objects · Copper CRM ⇄ RilletCustomers 12,480Sales Orders 8,213Invoices 5,902Items 1,344 - 03
Map fields
Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.
Copper CRM RilletCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Copper CRM and Rillet integration FAQ
-
Yes. Stacksync provides a managed, real-time two-way integration between Copper CRM and Rillet: authenticate both systems, choose the objects to sync (such as Copper CRM's Opportunities and Activities), map fields visually, and changes propagate both ways in milliseconds — no code required.
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On the Rillet side: Bill, Journal Entry, Invoice Payment, Charge, plus custom fields where Rillet exposes them. On the Copper CRM side: Tasks, Projects, Pipelines, Custom Field Definitions. Stacksync auto-detects both schemas and converts types between the two systems.
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Yes. Each object mapping can be bidirectional or restricted to a single direction (both systems accept writes). Read-only mirrors, one-way pushes, and full two-way sync can be mixed in the same integration.
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Common patterns for Copper CRM and Rillet: Payment status on the account; Billing detail changes flow back; Collections with context. Invoice and payment status from Rillet appears on the account in Copper CRM, so reps see overdue balances before they promise the next order.
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Copper CRM: REST API. Authentication: API key paired with the requesting user's email address, sent as request headers. Rillet: REST API (OpenAPI-specified, with production and sandbox environments). Authentication: API key generated in Rillet (Organization Setting -> API Access); uncheck Read Only for bidirectional sync, check Read Only for one-way sync. Stacksync manages authentication, retries, and rate limits on both sides.
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Rillet: Only 17 documented objects are supported. Copper CRM: Copper is built around Google Workspace: records are commonly created and updated from Gmail and Google Calendar activity, so synced data often originates in email interactions. Stacksync's field mapping accounts for these differences between Copper CRM and Rillet without custom code.
SECURITY
Security teams love Stacksync
As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.
SOC 2 type II
ISO 27001
HIPAA BAA
GDPR
CCPA
CSA STAR
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS
SSO & SCIM
Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.
Alerts
Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.
Secure connection options
Securely connects to your systems with:
Related integrations
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