Access Your Integrations Management Page

Rillet lets you connect to third-party tools and sync data across platforms. Supported categories include CRMs, Banks, HRIS, Spend Management, Bill Pay, and more.

To Access Your Integrations Management Page:

  1. Click your company’s icon in the lower-left corner.

  2. Go to Organization Settings > Integrations.

  3. The integrations page opens. From here you can:

    • Set up new integrations.

    • Manage or disconnect existing integrations.

    • View integrations displayed as tiles under categories based on their function (e.g., Payments & Tax, Accounts Payable). Each tile shows the integration’s logo, name, and connection status (Connected or Not Connected).

Connected integrations also appear under Tech Stack Monitoring in your Launchpad.

See Also

To learn more about managing integrations in Rillet, review these articles:

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