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Accounting and finance ⇄ CRM

Rillet to Twenty CRM integration — real-time, two-way sync

Keep Rillet and Twenty CRM 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 Celigo
Why teams connect Rillet and Twenty CRM

Sync customers, invoices, and payment status between Rillet and Twenty CRM in real time, so sales sees the money and finance sees the relationship.

Finance and sales describe the same customers in different systems. Twenty 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 Invoice Payment, Charge, Reimbursement, Custom Field in Rillet to Tasks, Notes, Custom Objects, Attachments in Twenty 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

  • Keep customers and invoices aligned between Rillet and a CRM so finance and sales work from the same account records.
  • Mirror journal entries and contract revenue data into a warehouse for board and ARR reporting.
  • Two-way sync of People and Companies between Twenty and a production Postgres database so engineers can query CRM data with SQL.
  • Push product usage or billing data from a warehouse into Twenty custom fields to give reps account context.

Payment status on the account

Invoice and payment status from Rillet appears on the account in Twenty 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 Twenty CRM, Rillet gets the update before the next invoice goes out.

Collections with context

Finance sees the account owner and relationship history from Twenty CRM when chasing a balance, and sales sees that the chase is happening.

What you can sync between Rillet and Twenty CRM

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 Twenty CRM objects
Journal Entry Synced with incremental and full sync per the Stacksync docs. Notes Free-form notes attached to records, useful for mirroring activity from other tools.
Invoice Payment Synced with incremental and full sync per the Stacksync docs. Custom Objects User-defined objects created in Twenty's data model settings, addressable through the same APIs as standard objects.
Charge Synced with incremental and full sync per the Stacksync docs. Attachments Files linked to records.
Reimbursement Synced with incremental and full sync per the Stacksync docs. Workspace Members User accounts used for record ownership and assignment mapping.
Custom Field Synced with incremental and full sync per the Stacksync docs. People Individual contact records with emails, phones, and company links; a core target for contact syncs.
Account Synced with incremental and full sync per the Stacksync docs. Companies Account-level records that group people and opportunities.
What ships with Rillet ⇄ Twenty CRM

Connect Rillet and Twenty CRM for flexible, real-time data sync.

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rillet or Twenty CRM 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 Twenty CRM record.

Observability

Monitoring

Track your Rillet ⇄ Twenty CRM 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 Twenty CRM.

How the Rillet and Twenty CRM 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

Twenty CRM

Integration surface
GraphQL and REST APIs
Authentication
API key
Change detection
Webhooks on record create, update, and delete events, or polling on record update timestamps
Capabilities
read · write · webhooks
Rate limits
Subject to the platform's API rate limits; self-hosted deployments control their own limits.
How it works

How to connect Rillet to Twenty CRM — 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 Twenty CRM 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
    Twenty CRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Rillet and Twenty CRM 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 ⇄ Twenty CRM
    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 Twenty CRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
FAQ

Rillet and Twenty CRM 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.

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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