Real-time
Two-way sync
Changes in Rillet or Veeva CRM instantly reflect in both systems. No stale data, no manual imports.
Accounting and finance ⇄ CRM
Rillet to Veeva CRM integration — real-time, two-way sync
Keep Rillet and Veeva 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
Case study
Migrated from Mulesoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect Rillet and Veeva CRM
Sync customers, invoices, and payment status between Rillet and Veeva CRM in real time, so sales sees the money and finance sees the relationship.
Finance and sales describe the same customers in different systems. Veeva 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 Journal Entry, Invoice Payment, Charge, Reimbursement in Rillet to Calls, Medical Inquiries, Sample Transactions, Consent Records in Veeva 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
- Push billing events from a product or usage-metering system into Rillet for revenue recognition.
- Sync AR and collection status back to customer success tools ahead of renewals.
- Mirror medical inquiries into a medical information system for fulfillment and audit.
- Sync HCP and HCO accounts between Veeva CRM and a customer master or MDM system to keep the customer master aligned.
Where Veeva CRM tracks deals: closed-won creates the finance record
A won opportunity creates or updates the customer in Rillet with the right billing details, so invoicing starts without re-keying.
Payment status on the account
Invoice and payment status from Rillet appears on the account in Veeva 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 Veeva CRM, Rillet gets the update before the next invoice goes out.
What you can sync between Rillet and Veeva 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 | Veeva CRM objects | |
|---|---|---|
| Reimbursement Synced with incremental and full sync per the Stacksync docs. | Approved Email Activity Sent-email records from Veeva Approved Email, used in engagement reporting. | |
| Custom Field Synced with incremental and full sync per the Stacksync docs. | Accounts (HCPs and HCOs) Healthcare professionals and organizations; the central entity most syncs key on. | |
| Account Synced with incremental and full sync per the Stacksync docs. | Calls Recorded visits and interactions with HCPs, including samples dropped and key messages shown. | |
| Customer Synced with incremental and full sync per the Stacksync docs. | Medical Inquiries Information requests captured in the field and routed to medical affairs. | |
| Vendor Synced with incremental and full sync per the Stacksync docs. | Sample Transactions Sample disbursement records tracked for regulatory compliance. | |
| Invoice Synced with incremental and full sync per the Stacksync docs. | Consent Records Channel-level communication consent for HCPs, synced to enforce opt-outs across systems. |
What ships with Rillet ⇄ Veeva CRM
Connect Rillet and Veeva CRM for flexible, real-time data sync.
Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Rillet–Veeva CRM connection.
No-code + pro-code
Workflow automation
Trigger automated workflows whenever Rillet or Veeva 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 Veeva CRM record.
Observability
Monitoring
Track your Rillet ⇄ Veeva 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 Veeva CRM.
How the Rillet and Veeva 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.
Veeva CRM
- Integration surface
- Salesforce-platform APIs (REST, SOAP, Bulk) for classic Veeva CRM; Vault REST API for Vault CRM
- Authentication
- OAuth 2.0
- Change detection
- Polling on record modification timestamps; platform event streams where the underlying org enables them
- Capabilities
- read · write
- Rate limits
- Subject to the underlying platform's API request allocations, which are contract-dependent.
How it works
How to connect Rillet to Veeva 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.
- 01
Connect your apps
Authenticate Rillet and Veeva CRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.
Rillet
connected
Veeva CRM
connected
OAuth 2.0SSH tunnelSSL certificateVPC peering - 02
Choose tables
Pick the Rillet and Veeva 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.
objects · Rillet ⇄ Veeva CRMCustomers 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.
Rillet Veeva CRMCompany company_name textEmail email textAmount amount numericCreated created_at timestamp
FAQ
Rillet and Veeva CRM integration FAQ
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Yes. Stacksync provides a managed, real-time two-way integration between Rillet and Veeva CRM: authenticate both systems, choose the objects to sync (such as Rillet's Reimbursement and Custom Field), map fields visually, and changes propagate both ways in milliseconds — no code required.
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Stacksync is SOC 2 Type II and ISO 27001 certified with HIPAA BAA support. Data is encrypted in transit, and a zero-persistent-storage architecture means Rillet and Veeva CRM records are not retained after a sync operation.
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Stacksync pricing is usage-based and starts at $1,000/month, including the managed Rillet and Veeva CRM connectors, real-time two-way sync, monitoring, and support. That replaces building and maintaining a custom Rillet–Veeva CRM integration in-house.
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Yes — Stacksync ships production-grade connectors for both Rillet and Veeva CRM. The connectors handle authentication, schema detection, rate limits, and retries; you configure the sync, and Stacksync operates it.
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Change detection on Rillet: Near real-time updates via change tracking; incremental sync per object, with delete detection (some objects checked every 1h or 4h). On Veeva CRM: Polling on record modification timestamps; platform event streams where the underlying org enables them. Each detected change propagates to the other side in milliseconds, with field-level conflict resolution and an inspectable event log.
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On the Rillet side: Journal Entry, Invoice Payment, Charge, Reimbursement, plus custom fields where Rillet exposes them. On the Veeva CRM side: Calls, Medical Inquiries, Sample Transactions, Consent Records. Stacksync auto-detects both schemas and converts types between the two systems.
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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No integrations match .
