To begin using Bill.com with ProcureDesk, you'll need to set up the connection by following these steps:
Prerequisites
Access to Bill.com
Necessary permissions to create tokens in Bill.com.
Step-by-Step Instructions
Token-based integration -
1. Access the Token Settings
Navigate to Settings: In Bill.com, go to Settings -> Apps -> Tokens.
View Active Tokens: You will see a list of any active tokens already in use.
2. Create a New Token
Click on "New": To create a new token, click on the "New" button.
Name the Token: Enter “ProcureDesk” as the name for the new token.
3. Save the Token
Save the Token: After naming the token, click on "Save" to generate it.
4. Copy the Token Password
Store the Password: Copy the token password and save it securely in a text file for later use.
5. Share the Token Information
Send Details to ProcureDesk: Email the token name and token password to your ProcureDesk Manager.
User-based integration -
This allows you to also share approver details to bill.com in the Notes field in bill.com
Navigate to Settings: In Bill.com, go to Settings -> Permissions -> Users.
Create a new User.
Assign them the Admin role.
Share the credentials of this user with your ProcureDesk Manager.
FAQs and Troubleshooting
What if I don’t have access to the Tokens section?
Ensure you have the necessary permissions or contact your Bill.com administrator for access.
Can I regenerate a token if I lose the password?
Yes, you can create a new token if needed, but make sure to update your ProcureDesk Manager with the new details.