Accessing Your Integrations Management Page

You likely use a variety of software tools to manage your business in addition to Rillet. Good news: you can connect select tools to Rillet and sync data across platforms. Rillet supports integration with many providers across CRMS, Banks, HRIS, Spend Management, Bill Pay, etc.

To get started setting up one or multiple integrations, follow the steps below to access your integrations management page.

First, click on your company’s icon in the lower left corner. Then, click Organization Settings

You’ll be taken to a new screen where you can manage various settings for your company’s profile. In the left sidebar, find and click on the Integrations option.

This will take you to the central location for setting up, managing and disconnecting integrations. Each integration will appear as a tile under specific categories based on what they do.

From here, you can begin setting up your chosen integrations.

When you connect a specific integration, you’ll see it labeled as “Connected” on this screen. You’ll also see your connected integrations under the Tech Stack Monitoring section of your Launchpad.