This guide walks you through the steps required to connect your Rillet instance with Drivetrain. The process is simple and requires minimal setup on your end.
Prerequisites
Before you begin, ensure that:
You have an active Rillet account.
You have access to your Rillet Account Manager or Customer Success representative.
Step 1: Request API Credentials From Rillet
To enable the Rillet → Drivetrain integration, Rillet must issue:
API Key
These credentials can only be generated by Rillet and must be requested through your Rillet Account Manager.
Ensure API access to AT LEAST the following objects:
Accounts
BankAccounts
BookPeriods
Customers
Fields
Invoices
JournalEntries
Organizations
Products
Subsidiaries
Vendors
Reach out to your Rillet representative and request API credentials for the Drivetrain integration.
Step 2: Share Credentials With Drivetrain
Once Rillet provides your API Key, share them securely with the Drivetrain onboarding team.
