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Accounting and finance ⇄ Database

Rillet to SQL Server integration — real-time, two-way sync

Keep Rillet and SQL Server 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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Why teams connect Rillet and SQL Server

Work with Rillet's financial data straight from SQL Server: read it with ordinary queries, write to it from your own code, and let Stacksync keep both sides consistent.

Engineers need finance data more often than finance systems make it easy to get: for internal tools, reporting services, or logic that reacts to invoices and payments. Working through the vendor API means rate limits, pagination, and glue code that has to be maintained forever.

Stacksync mirrors Journal Entry, Invoice Payment, Charge, Reimbursement from Rillet into CDC Change Tables, Stored Procedures, Databases, Schemas in SQL Server and keeps the two in sync bi-directionally and in real time. Your services read finance records with normal queries against SQL Server, and rows your code writes or updates flow back into Rillet with validation, so the finance system stays the system of record.

Common use cases

  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • Push billing events from a product or usage-metering system into Rillet for revenue recognition.
  • Bi-directional sync between SQL Server rows and CRM objects so .NET line-of-business apps and sales tools share one dataset
  • Expose SaaS records as SQL Server tables that existing SSRS reports and internal apps can query

React to financial events

Changes in Rillet appear in SQL Server as row changes, so you can trigger downstream logic with the database tooling you already use.

Query finance data like any other data

Customers, invoices, and payments from Rillet live in SQL Server as regular tables or collections your team can join, index, and query.

Internal tools without API plumbing

Build dashboards and back-office tools directly on SQL Server; Stacksync handles the API calls, rate limits, and retries against Rillet.

What you can sync between Rillet and SQL Server

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.

Rillet objects SQL Server objects
Customer Synced with incremental and full sync per the Stacksync docs. CDC Change Tables System-populated tables holding captured inserts, updates, and deletes for consumers.
Vendor Synced with incremental and full sync per the Stacksync docs. Stored Procedures T-SQL logic that can validate or post-process synced rows.
Invoice Synced with incremental and full sync per the Stacksync docs. Databases Instance-level databases that scope a sync's reads and writes.
Credit Memo Synced with incremental and full sync per the Stacksync docs. Schemas Namespaces (dbo and custom) used to organize synced tables.
Bill Synced with incremental and full sync per the Stacksync docs. Tables The primary sync target; rows map to records in connected systems.
Journal Entry Synced with incremental and full sync per the Stacksync docs. Views Read-side projections used as outbound sync sources.
What ships with Rillet ⇄ SQL Server

Connect Rillet and SQL Server for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rillet–SQL Server connection.

Real-time

Two-way sync

Changes in Rillet or SQL Server instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or SQL Server 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 Rillet or SQL Server record.

Observability

Monitoring

Track your Rillet ⇄ SQL Server sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Rillet and SQL Server.

How the Rillet and SQL Server connectors work

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.
Rillet setup guide

SQL Server

Integration surface
SQL over the TDS wire protocol (Tabular Data Stream), via ODBC/JDBC/ADO.NET drivers
Authentication
Database credentials entered as a connection string or as parameters (host/user/password) in the Create New Sync page
Change detection
SQL Server Native Change Data Capture (CDC); a DBA runs a one-time setup script with sysadmin privileges to enable CDC and create Stacksync wrapper procedures
Capabilities
read · write · CDC
Rate limits
No API rate limits; throughput depends on instance resources, licensing tier, and connection limits
SQL Server setup guide
How it works

How to connect Rillet to SQL Server — 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.

  1. 01

    Connect your apps

    Authenticate Rillet and SQL Server with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Rillet connected
    SQL Server connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rillet and SQL Server 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.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Rillet ⇄ SQL Server
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Rillet SQL Server
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rillet and SQL Server integration FAQ

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.

Learn more about security
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:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 386 integrations available for Rillet and SQL Server.

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