> For the complete documentation index, see [llms.txt](https://integrations.drivetrain.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://integrations.drivetrain.ai/integration-guide/readme/accounting-and-erp/integrating-with-rillet.md).

# Integrating with Rillet

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

#### How to generate your Rillet API Key

Once Rillet has enabled API access for your organization, you can create and manage the key yourself:

1. Sign in to **Rillet** and open **Organization Settings → API Access** ([app.rillet.io/settings/api-access](http://app.rillet.io/settings/api-access)).
2. Click **Create New API Key**.
3. Give the key a recognizable name, e.g. **"Drivetrain Integration"**.
4. Confirm the key has access to at least the objects listed above.
5. **Copy the API Key** and store it securely — you will paste it into Drivetrain in the next section. The key is sent as a Bearer token and does not expire.

{% hint style="info" %}
**Reference:** Rillet — Getting Started: <https://docs.api.rillet.com/docs/getting-started>
{% endhint %}

### Drivetrain Setup

After obtaining your Rillet API Key (above), connect Rillet as a data source in your Drivetrain instance. You must be a **Drivetrain administrator** to add a data source.

#### Step 1: Go to the Data page and add a data source

1. Sign in to your Drivetrain instance as an administrator.
2. In the left navigation, click **Data**.
3. At the top of the data sources panel, click the **+** (Add data source) button.

<figure><img src="/files/Bsq8T5ef0wCaw18DODcl" alt=""><figcaption></figcaption></figure>

#### Step 2: Select the Rillet connector

1. In the **Connect a datasource** window, search for **Rillet** (or open the **Accounting & ERP** category).
2. Click the **Rillet** connector card.

<figure><img src="/files/8yb2rM4zkmCcfQzfdlnf" alt=""><figcaption></figcaption></figure>

#### Step 3: Enter your Access Token

On the **Connect your Rillet account** screen, set up a new Rillet connection:

1. **Access Token** — paste the **Rillet API Key** you generated above.
2. Click **Submit**.

<figure><img src="/files/jELtOqHPZo8oVUehsuKl" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Drivetrain connects to Rillet through Rillet's Snowflake. If prompted, ask your Rillet representative to enable data sharing with the Drivetrain team.
{% endhint %}

#### Step 4: Finish setup

1. Once the token is validated, the connection is created and you are returned to the **Data** page.
2. **Rillet** now appears in your list of connected data sources and begins syncing.
3. When the sync completes, your Rillet data is available across Drivetrain.

{% hint style="info" %}
If you have any questions or run into any issues during setup, please contact your customer success manager for assistance.
{% endhint %}


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