How to Connect Rillet to Tabs

Last updated: June 10, 2026

Overview

The Tabs <> Rillet integration allows Tabs to sync invoicing, customer, and accounting data with Rillet.

Once connected, Tabs can:

  • Sync customers between systems

  • Push invoices and credit memos to Rillet

  • Import products and chart of accounts from Rillet

  • Push journal entries during month-end close workflows

Before You Start

Before connecting Rillet to Tabs, confirm the following:

  • You have admin access in both Tabs and Rillet

  • You have access to Rillet API key settings

  • Close Management is enabled in Tabs if you plan to sync Journal Entries to Rillet

Step 1: Generate an API Key in Rillet

In Rillet:

  1. Navigate to Organization Settings

  2. Open API Keys

  3. Generate a new API key for Tabs

  4. Copy and securely store the API key

Step 2: Connect Rillet in Tabs

In Tabs:

  1. Navigate to Integrations

  2. Select the Rillet integration tile

  3. Paste the API key generated in Rillet

  4. Click Connect

Once connected, Tabs will automatically import:

  • Customers

  • Products

  • Chart of Accounts

  • Bank Accounts

  • Historical invoices

Step 3: Configure Cash and Reconciliation Accounts

After connecting the integration, configure the following settings within the Rillet integration page in Tabs. This is only required if you are using Tabs for cash application.

Cash Account

The Rillet account where incoming invoice cash is posted.

Reconciliation Accounts

The accounts used for invoice write-offs and reconciliation workflows.

Step 4: Validate the Integration

We recommend validating the following before going live.

Customer Sync

  • Create or update a customer in Tabs

  • Confirm the customer appears in Rillet

Invoice Sync

  • Send a test invoice from Tabs

  • Confirm the invoice appears correctly in Rillet

Credit Memo Sync

  • Apply a credit memo in Tabs

  • Confirm it syncs to Rillet

Journal Entry Sync

  • Run a month-end close workflow in Tabs

  • Confirm journal entries appear correctly in Rillet

Need Help?

If you experience issues connecting or validating the integration, contact Tabs Support.