When you configure an export, import, other type of flow step using the prebuilt Rillet connector, you can select any of the API operations listed below, organized by API type.
Note: If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Rillet API documentation. You can also create a composite endpoint for this application in HTTP mode.
| Resource | API endpoint | Export | Import |
|---|---|---|---|
| API key | Get API key information | X | |
| Bank accounts | Create a bank account | X | |
| Delete a bank account | X | ||
| List all bank accounts | X | ||
| Retrieve a bank account | X | ||
| Bank transactions | Create a bank transaction | X | |
| Delete a bank transaction | X | ||
| List all bank transactions | X | ||
| Retrieve a bank transaction | X | ||
| Update a bank transaction | X | ||
| Bill payments | Create a bill payment | X | |
| Delete a bill payment | X | ||
| List bill payments | X | ||
| Bills | Create a bill | X | |
| Delete a bill | X | ||
| List all bills | X | ||
| Retrieve a bill | X | ||
| Update a bill | X | ||
| Upload a document | X | ||
| Books periods | Retrieve last book closed period | X | |
| Charges | Create a charge | X | |
| Delete a charge | X | ||
| List all charges | X | ||
| Retrieve a charge | X | ||
| Chart of accounts | List all accounts | X | |
| Contract items | Delete a usage record | X | |
| List all contract item usage records | X | ||
| Upsert a usage record | X | ||
| Contracts | Amend a contract | X | |
| Create a contract | X | ||
| Delete a contract | X | ||
| End an open-ended contract | X | ||
| List all contracts | X | ||
| Preview contract amendment | X | ||
| Retrieve a contract | X | ||
| Credit memos | Create a credit memo | X | |
| Delete a credit memo | X | ||
| List all credit memos | X | ||
| Reconcile credit memo applications | X | ||
| Retrieve a credit memo | X | ||
| Unapply all credit memo applications | X | ||
| Update a credit memo | X | ||
| Update credit memo taxes | X | ||
| Customer payments | Get payment method | X | |
| Set up auto-payment | X | ||
| Customers | Create a customer | X | |
| Delete a customer | X | ||
| List all customers | X | ||
| Retrieve a customer | X | ||
| Update a customer | X | ||
| Draft contracts | Create a draft contract | X | |
| Delete a draft contract | X | ||
| List all draft contracts | X | ||
| Retrieve a draft contract | X | ||
| Update a draft contract | X | ||
| Fields | Create a field | X | |
| Create a field value | X | ||
| Delete a field value | X | ||
| Get custom fields | X | ||
| Update a field | X | ||
| Update a field value | X | ||
| Health | Return service health | X | |
| Invoice payments | Create an invoice payment | X | |
| List all invoice payments | X | ||
| List payments for a given invoice | X | ||
| Invoices | Create an invoice | X | |
| Delete an invoice | X | ||
| List all invoices | X | ||
| Retrieve an invoice | X | ||
| Retrieve an invoice PDF | X | ||
| Update an invoice | X | ||
| Update invoice sent status | X | ||
| Update invoice taxes | X | ||
| Journal entries | Create a journal entry | X | |
| Delete a journal entry | X | ||
| List all journal entries | X | ||
| Retrieve a journal entry | X | ||
| Update a journal entry | X | ||
| Organizations | Retrieve an organization | X | |
| Products | Create a product | X | |
| Delete a product | X | ||
| List all products | X | ||
| Retrieve a product | X | ||
| Update a product | X | ||
| Reimbursements | Delete a reimbursement | X | |
| List all reimbursements | X | ||
| Retrieve a reimbursement | X | ||
| Reports | List journal entries with reporting currency amounts | X | |
| Retrieve ARR waterfall report | X | ||
| Retrieve balance sheet report | X | ||
| Retrieve cash flow statement report | X | ||
| Retrieve executive p&l report | X | ||
| Retrieve income statement report | X | ||
| Retrieve trial balance report | X | ||
| Subsidiaries | List all subsidiaries | X | |
| Retrieve a subsidiary | X | ||
| Tax rates | List all tax rates | X | |
| Vendor credit applications | Apply a vendor credit to bills | X | |
| Vendor credits | Create a vendor credit | X | |
| Delete a vendor credit | X | ||
| List all vendor credits | X | ||
| Retrieve a vendor credit | X | ||
| Update a vendor credit | X | ||
| Vendors | Create a vendor | X | |
| Delete a vendor | X | ||
| List all vendors | X | ||
| Retrieve a vendor | X | ||
| Update a vendor | X |