Bill.com Integration

To connect Bill.com to GLM, generate the required credentials in the Bill.com account and enter them on the Integrations page in GLM.

1. Click Tools on the upper navigation bar, and then click Paragon Integration.
2. Click the gear icon.
    
3. Click Connect.
    
4. Fill out the form with your Bill.com account information, and then click Continue.
   • Username: Bill.com account username
   • Password: Bill.com password
   • Organization ID: Found in Bill.com by clicking Settings, Sync & Integrations, Manage Developer Keys, and then copy and paste the Organization ID at the bottom of the page.  
   • Developer Key: From Manage Developer Keys, click Generate developer key in the upper right corner, accept the terms, then copy and paste the developer key.
   • Base URL: https://gateway.prod.bill.com
      
5. Once connected, click the Configuration tab.
    
6. Confirm the toggles for GLM to Bill.com – Create Bill and Bill.com to GLM – Update Payment are turned on.
    
   • Optional: Complete custom field mapping under the Create Bill option for Invoice Date, Invoice Number, and Description.

The Bill.com integration should now show up on Installment Forms and Payment Tracking to allow installments to be sent to bill.com individually or in batch.

To connect GLM organizations to vendors in Bill.com, link each organization one at a time before making payments in Bill.com.

1. Click Tools on the upper navigation bar, and then click Bill.com Integration.
2. Click the Linked toggle next to the organization to connect it to Bill Vendor.
    
   
    
3. Click the radio button next to the correct vendor, and then click Link.
   • Use the Quick Search field to search for the organization by name.
      
     
      
   • The toggle turns green once the vendor is linked.
   • To unlink a vendor, click the green Linked toggle, and then click OK.
      
     
      

To make a payment using Bill.com Integration, send the installment from GLM to Bill.com and mark it as paid from the vendor record.

1. On the Request Summary page for an approved request from an applicant in the linked organization, click the Award Details tab.
    
2. Click the Installment Form drop-down menu.
    
3. Select an account from the drop-down menu, and then click the Send to Bill.com icon.
   • If you have previously sent an installment for Bill.com, it will automatically preselect that account on the next installment, but you can still edit it.
     
      
4. Navigate to Bill.com.
5. Click Vendors.
   
    
6. Click the vendor name.
    
7. Click the Invoice no. 
   • Click Edit in the top right corner to edit fields including the Bill amount. If you update the Bill amount in Bill.com, you will also need to update the amount in GLM as the systems do not sync automatically.
      
8. Click Review & Pay.
    

• On the installment in GLM, the Paid field displays the amount paid in Bill.com.