By connecting Bill.com to Glances you can view invoices and customer data more easily than ever. This allows you to work within your preferred app while still having quick access to Bill.com data.
To connect Bill.com to Glances, you will need to sign up for Bill.com's Developer Program. If you have not signed up, you can submit an API Signup Request form. See more about their signup process here.
- Navigate to My Apps within your Glances dashboard and click the app's gear icon. (If you don't see the app you need, you can add it.)
- Click + to add a Team or Personal Connection.
- Enter your username and password.
- Enter your Developer Key and Organization ID. You should have received these items when you signed up for the Bill.com Developer Program.
- Click Connect.
Once connected, you can search for Bill.com data within the Glances widget. To make changes to the data that displays, you can edit your Glances at any time.
Actions allow you to complete a task in another app directly from Glances. See available Bill.com Actions.