Integrate Float to Rillet

Integrating Float with Rillet enhances your account management by automating data synchronization and providing better visibility into your financials.

Access Float Integration

You can connect Float to Rillet directly from the Launchpad or through the Organization Settings, depending on your preferred workflow.

To integrate Float with Rillet:

1. Launchpad: Access the Float integration through the Browse Integration section from the Launchpad.

   
2. Organization Settings:

   1. Click your company logo in the lower-left corner of the screen.

   2. Go to Organization Settings > Integrations.

   
3. Under Accounts Payable, select Float.

   
4. Complete the settings:

   1. Sync Data from: Choose the date from which you want Float to sync data. This helps ensure that the information is current and relevant.

   2. Choose existing account: If you already have Float accounts, select Choose Existing Account from the dropdown menu to pick a listed account.

   3. + Create new Float account: If you do not have an account or prefer to create a new one, select Create New Float Account. This action will automatically generate a new Float account for you.

   
5. After filling in the necessary details, click the Save changes button to complete the integration setup.

   

Once you save, you should see a confirmation that the setup was completed successfully, and the Float status will change from Not Connected to Connected.

See Also

Find related integration guides:

• Accessing Your Integrations Management Page

• Connecting Brex to Rillet

• Set Up Expensify Integration

• Connect Ramp to Rillet