> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration/salesforce-bi-directional-sync-invoices-contracts-and-customers.md).

# Salesforce Bi-Directional Sync: Invoices, Contracts, and Customers

The **Salesforce Bi-Directional Sync** extends the **Salesforce** integration beyond Opportunities and Orders, syncing invoice, contract, and customer data from **Rillet** into **Salesforce** for greater visibility and operational efficiency across teams.

### Enable the Salesforce Bi-Directional Sync

Follow these steps to enable the bi-directional sync:

1. Click your company logo in the lower-left corner of the screen.
2. Go to **Organization Settings > Integrations**.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FuV0c1UdAFceKhV0G7Smo%2Fimage.png?alt=media&amp;token=18984b5f-0631-4d61-ab1a-9764ec388d16" alt=""><figcaption></figcaption></figure>
3. Select **Salesforce > Connected** under **CRM**.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FaQWOE8Py1QLikhr36SYY%2Fimage.png?alt=media&amp;token=11816d68-3c40-4842-9695-0bc19327c8e4" alt=""><figcaption></figcaption></figure>
4. Click **Edit** in the **Synchronization Settings** section.
5. Turn on the toggle **Sync Invoices**, **Contracts**, and **Customers to Salesforce**.
6. Click **Save** to apply the synchronization settings.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FTwV71kri3lmrPAriuyD1%2Fimage.png?alt=media&amp;token=43c8bbf0-0a70-45b1-b66a-3cf7b891047f" alt=""><figcaption></figcaption></figure>

From there, install the **Rillet and Salesforce Managed Package** by following the steps in [**Salesforce Managed Package Integration Overview**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration/salesforce-managed-package-integration-overview.md), after which Rillet begins syncing invoice, contract, and customer data into Salesforce as described in the following sections.

### Invoice Sync

Rillet syncs invoice data into Salesforce as a custom object called **Rillet Invoice**, with the following fields included:

<table><thead><tr><th>Field Name</th><th>Type</th><th width="106.60546875">Required?</th><th width="182.99609375">API name</th><th>SF type</th></tr></thead><tbody><tr><td>Salesforce Account</td><td>Reference</td><td>Required</td><td>Salesforce_Account__c</td><td>Lookup</td></tr><tr><td>Invoice Number</td><td>String</td><td>Required</td><td>Invoice_Number__c</td><td>Text</td></tr><tr><td>Invoice Date</td><td>Date</td><td>Required</td><td>Invoice_Date__c</td><td>Date</td></tr><tr><td>Invoice Due Date</td><td>Date</td><td>Required</td><td>Invoice_Due_Date__c</td><td>Date</td></tr><tr><td>Status</td><td>Enumerated value, see below</td><td>Required</td><td>Status__c</td><td>Picklist</td></tr><tr><td>Total Amount</td><td>Amount</td><td>Required</td><td>Total_Amount__c</td><td>Currency</td></tr><tr><td>Amount Due</td><td>Amount</td><td>Required</td><td>Amount_Due__c</td><td>Currency</td></tr><tr><td>Currency</td><td>Currency</td><td>Required</td><td>CurrencyIsoCode</td><td>Picklist</td></tr><tr><td>Rillet Customer</td><td>Reference</td><td>Required</td><td>Rillet_Customer__c</td><td>Lookup</td></tr><tr><td>Rillet Contract</td><td>Reference</td><td>Required</td><td>Rillet_Contract__c</td><td>Lookup</td></tr><tr><td>Rillet URL</td><td>URL</td><td>Required</td><td>Rillet_Invoice_URL__c</td><td>URL</td></tr><tr><td>Rillet ID</td><td>String</td><td>Required</td><td>Rillet_Invoice_ID__c</td><td>Text</td></tr><tr><td>Rillet Invoice Name</td><td>Auto Number</td><td>Auto Number</td><td>Name</td><td>Auto Number</td></tr></tbody></table>

### Contract Sync

Rillet syncs contract data into Salesforce as a custom object called **Rillet Contract**, with the following fields included:

<table><thead><tr><th>Field Name</th><th width="122.30859375">Type</th><th width="112.0546875">Required?</th><th>API name</th><th>SF type</th></tr></thead><tbody><tr><td>Salesforce Opportunity</td><td>Reference</td><td>Optional</td><td>Salesforce_Opportunity__c</td><td>Lookup</td></tr><tr><td>Salesforce Account</td><td>Reference</td><td>Required</td><td>Salesforce_Account__c</td><td>Lookup</td></tr><tr><td>Start Date</td><td>Date</td><td>Required</td><td>Start_Date__c</td><td>Date</td></tr><tr><td>End Date</td><td>Date</td><td>Optional</td><td>End_Date__c</td><td>Date</td></tr><tr><td>Rillet Customer</td><td>Reference</td><td>Required</td><td>Rillet_Customer__c</td><td>Lookup</td></tr><tr><td>Rillet URL</td><td>URL</td><td>Required</td><td>Rillet_Contract_URL__c</td><td>URL</td></tr><tr><td>Rillet ID</td><td>String</td><td>Required</td><td>Rillet_Contract_ID__c</td><td>Text</td></tr><tr><td>Committed ARR</td><td>Amount</td><td>Optional</td><td>Committed__ARR__c</td><td>Currency</td></tr><tr><td>Committed MRR</td><td>Amount</td><td>Optional</td><td>Committed_MRR__c</td><td>Currency</td></tr><tr><td>Currency</td><td>Currency</td><td>Optional</td><td>CurrencyIsoCode</td><td>Picklist</td></tr><tr><td>Rillet Contract Name</td><td>Auto Number</td><td>Auto Field</td><td>Name</td><td>Auto Number</td></tr></tbody></table>

### Customer Sync&#x20;

Rillet syncs customer data into Salesforce as a custom object called **Rillet Customer**, with the following fields included:

<table><thead><tr><th>Field Name</th><th width="141.6953125">Type</th><th width="108.27734375">Required?</th><th>API name</th><th>SF type</th></tr></thead><tbody><tr><td>Salesforce Account</td><td>Reference</td><td>Required</td><td>Salesforce_Account__c</td><td>Lookup</td></tr><tr><td>Rillet URL</td><td>URL</td><td>Required</td><td>Rillet_Customer_URL__c</td><td>URL</td></tr><tr><td>Rillet ID</td><td>String</td><td>Required</td><td>Rillet_Customer_ID__c</td><td>Text</td></tr><tr><td>Current ARR</td><td>Amount</td><td>Optional</td><td>Current_ARR__c</td><td>Currency</td></tr><tr><td>Current MRR</td><td>Amount</td><td>Optional</td><td>Current_MRR__c</td><td>Currency</td></tr><tr><td>Current Committed ARR</td><td>Amount</td><td>Optional</td><td>Current_Committed_ARR__c</td><td>Currency</td></tr><tr><td>Current Committed MRR</td><td>Amount</td><td>Optional</td><td>Current_Committed_MRR__c</td><td>Currency</td></tr><tr><td>Currency</td><td>Currency</td><td>Optional</td><td>CurrencyIsoCode</td><td>Picklist</td></tr><tr><td>Rillet Customer Name</td><td>Auto Number</td><td>Auto Field</td><td>Name</td><td>Auto Number</td></tr></tbody></table>

### **See Also**

To learn more about the Salesforce integration in **Rillet**, review these articles:

* [**Salesforce Integration**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration.md)
* [**Salesforce Managed Package Integration Overview**](/EjmEP4KZ9BVp9j2ho4Mh/integrations/crm/salesforce-integration/salesforce-managed-package-integration-overview.md)
* [**Enable API Access in Salesforce**](/EjmEP4KZ9BVp9j2ho4Mh/onboarding-guides/onboarding-guide/enable-api-access-in-salesforce.md)
* [**Notify Customers of a System Change**](/EjmEP4KZ9BVp9j2ho4Mh/onboarding-guides/onboarding-guide/notify-customers-of-a-system-change.md)


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