Digits Connections: BILL

Connect BILL to Digits to automatically sync bills, invoices, vendors, customers, and payments into your books.

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Sync Overview

The following diagram shows what data syncs between BILL and Digits and the direction of each sync.

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Before You Connect

Before connecting BILL:

• You must be a BILL administrator.
• You must have permission to create Sync Tokens in BILL.
• If reconnecting BILL, disconnect any previous integration first (if applicable).

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How to Connect BILL

Warning: You will need administrator privileges in BILL in order to connect.

1. Sign in to Digits and go to your client's business dashboard
2. From the left navigation menu, click Connections
3. Click the Bills & Expenses tab.
4. Find BILL and click Connect.
5. Log in to the client’s BILL account to generate a Sync Token.

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How to Generate a Sync Token in BILL

1. In BILL, go to Settings → Sync & Integrations → Tokens.
2. Click New.

1. Enter a Name for the Token, then click Save.

1. Copy the Token Name and Token Password.

WARNING: Save the Token Name and Password before leaving the page—they’re only shown once❗

Then, back in Digits:

1. Enter the Token Name and Token Password in Digits.

1. Click Connect.
2. Once connected, Digits begins syncing data automatically.

If you already created a Sync Token before: BILL will show only the Token Name — not the password. To get a new Token Password, you’ll need to create a new Sync Token (repeat step 1).

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What Happens After Connection

Once connected, ✨Digits will automatically:

• Import the client’s full transaction history from BILL
• Sync new bills, invoices, and payments automatically
• Automatically categorize and assign parties
• Start a sync to keep the Ledger updated

Note: Import time may vary based on the client’s data volume and activity in BILL.

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Frequently Asked Questions

Why don’t I see older transactions in Digits?

Digits imports all historical transactions available through the BILL API. If data appears to be missing, verify that the transaction history is accessible in your BILL account or re-sync from your client’s dashboard.

What should I do if the BILL connection stops syncing?

Reconnect from the Connections tab in your client’s dashboard. If errors persist, contact Digits Support.

What is a Sync Token?

A Sync Token is a name and password pair used only for syncing BILL with other platforms—it can’t be used to log into your BILL or Digits account.

Will my BILL categories and GL coding carry over into Digits?

No. Digits does not sync or map category/GL coding data from BILL. Instead, Digits uses its own AI-based approach to automatically categorize imported bills and payments. If a transaction is categorized differently from what you expected, you can update it directly in the Digits Ledger.

What data syncs between Digits and BILL?

Data Element	Synced?	Direction	Notes
Vendor Bills (Invoices)	Yes	One-Way BILL → Digits	Bill details (vendor, amount, due date, status)
Vendor Payments	Yes	One-Way BILL → Digits	Payment amount, method, date, vendor
Bill-to-Payment Linkage	Yes	One-Way BILL → Digits	Shows which bills have been paid and how
Customers	Yes	One-Way BILL → Digits	Customer records
Customer Invoices (A/R)	Yes	One-Way BILL → Digits	Customer invoices
Invoice Payments	Yes	One-Way BILL → Digits	Payments and partial payments received for invoices
Credit Memos/ Vendor Refunds	Partial	One-Way BILL → Digits	May sync if supported via BILL's API
Bill Categories/ GL Coding	No	—	Digits does not sync or map BILL categories.
File Attachments (PDFs, Receipts)	No	—	Attachment support coming soon!
Approval Status/ Workflows	No	—	Approval logic and workflows are not pulled into Digits
Vendor Notes/ Internal Comments	No	—	Notes within BILL are not ingested

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Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support

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