Data synchronisation with Bill.com

Automatic sync

The Bill.com connector synchronizes data between Brightpearl and Bill.com automatically every 30 minutes. New products and contacts will only be posted to Bill.com and Brightpearl respectively when the first document requiring them is posted.

Manual sync

Synchronization can also be triggered manually from within the connector interface. To manually sync, select the record type from the left-hand menu, i.e. Vendors, Products or Purchase orders. The example below shows the Vendors Listing:

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Clicking the Fetch contacts button at the top right will fetch all new and updated vendors from Bill.com. Selecting Post contacts will create or update the corresponding records in Brightpearl. You can also fetch and post a single record at a time by using the Tools menu in the right-hand Actions column - useful for when you're testing the connector!

Note: The process of fetching and posting data described in this article is for the purpose of explanation only. These processes are not required to be performed manually (unless as part of testing or troubleshooting).

Sync status

For each record, the connector will display its sync status:

Status

Description

Pending

The data has been fetched from Brightpearl and is pending posting to Bill.com

Sent

The data has been sent to Bill.com successfully

Updated

The data has been updated in Brightpearl and is pending posting to Bill.com

Error

An error has occurred syncing the data from Brightpearl to Bill.com

Archive

The data has been set to 'archived'

Read more about how specific record types are synced in the following articles:

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