Rillet Read-Only Integration Guide

Overview

If you use Rillet as your AI-native ERP, you can connect it to Kintsugi to streamline your sales tax compliance workflow.

The Rillet integration is read-only, meaning:

• Kintsugi imports data from Rillet.

• No data is modified inside your Rillet account.

• Sales tax calculations are based on synced customers, products, and invoices.

This ensures accurate nexus monitoring and tax calculation without disrupting your ERP processes.

What Data Syncs from Rillet?

During the connection process, Kintsugi performs an initial import of:

• Customers

• Products

• Invoices

This data enables Kintsugi to:

• Monitor nexus thresholds

• Apply the correct tax treatment

• Calculate sales tax liabilities accurately

Step 1: Generate Your Rillet API Key

You’ll need an API key from Rillet to complete the connection.

1. Log in to your Rillet account.

2. Click your account icon (lower-left corner).

   

3. Select Organization Settings.

   

4. Click API Access.

   

5. Select Create API.

   

6. Enter a name for the key (for example: Kintsugi). Then, click Create API Key.

   

7. Copy the generated API key.

   

⚠️ Important: Copy and store the API key securely. You may not be able to view it again after leaving the page.

Step 2: Connect Rillet in Kintsugi

1. Log in to your Kintsugi app.

   

2. Go to Data Sources.

   

3. Click Browse Integrations.

   

4. Locate the Rillet tile then click Connect.

   

5. Paste your Rillet API key and click Save.

   

What Happens Next?

After saving the API key:

• Kintsugi initiates an initial data import from Rillet.

• Customers, invoices, and products are syncing.

• The system prepares your account for tax monitoring and calculation.

Once the import completes, your Rillet data will be available within Kintsugi.

After the initial import:

• Kintsugi continues syncing data from Rillet.

• The integration remains read-only.

• Any updates made in Rillet will reflect in Kintsugi during sync cycles.

Step 3: Complete Your Dashboard's Pending Tasks section.

• Verify the following integration data:

  • Products: Kintsugi AI automatically assigns categories and subcategories to products, but you must review and approve them, as not all products are taxed the same.

    For guidance on classifying products, see the help article: Updating Product Category and Subcategory. You can also set a default classification for new synced products: How to Set a Default Product Classification.

  • Invalid and Blank Addresses: In many jurisdictions in the US, sales tax is assessed based on the ship-to address, so you need to ensure the accuracy of the addresses of your transactions. Check out these help articles: How to Update Invalid Addresses in the Kintsugi App and How to Update Blank Addresses in the Kintsugi App

• Review and confirm that the visibility of your transactions, customers, and products are synced successfully in the Kintsugi dashboard.

  You're all set! Kintsugi will begin calculating and monitoring where you have exposure or have reached nexus and where you need to register.

  By keeping your Rillet Read-Only Integration active and properly configured, Kintsugi maintains accurate reporting based on your store's transaction data.

Troubleshooting

If the connection fails or the import does not complete, here are a few things to check:

• Confirm that your API key is valid and active in Rillet.

• Make sure the key was copied and pasted correctly without any extra spaces.

• Reach out to Kintsugi Support if the issue persists.

Looking to Enable Tax Calculation?

This read-only integration supports data sync and reporting only. To activate real-time tax calculation, complete the tax engine setup. Check out our Rillet Tax Engine Integration Guide to configure Kintsugi as your tax engine and unlock complete tax automation.

Need help?

Connecting Rillet to Kintsugi puts your ERP data to work for accurate, automated sales tax compliance without adding manual overhead to your finance team.

For further concerns, we're always here to help. If you can't find the answer you're looking for, just reach out to us using the chat in the bottom right corner of your screen.