Integrate Float to Rillet

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

To Integrate Float to Rillet:

There are two ways to access the Float integration:

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.