Raw data only. Bill.com lands as warehouse tables. It is not modeled in
sm_transformed_v2, dashboards, or Uni yet.You connect data sources yourself in SourceMedium. Sign in to your SourceMedium account, open your store, then in the Data sources section click Connect data source and choose the platform. You need an Editor or Admin role on the store. If you have view-only access, ask an admin or editor on your team to connect it.Once it is connected, what happens next covers first-sync timing and what each connection status means.
How to connect
Bill.com uses a developer key, API user, sync token, and organization id. Enter only the organization ID in Connect. SourceMedium follows up through the support ticket to collect the secrets over a secure channel. Do not email credentials or paste them into the request form.1
Request setup
Find Bill.com in the connector picker, enter your organization ID, and click Request setup. That opens a support ticket with the organization ID. The connection shows Requested · waiting on SourceMedium.
2
Hand over the remaining credentials securely
SourceMedium follows up through the support ticket with a secure way to hand over the developer key, API user, and sync token. Do not send them over email.
SourceMedium only ever reads from your connected platforms. It does not create, change, or delete anything, so create the key with read-only access wherever the platform offers it. Treat it like a password: keep it confidential and avoid sharing it over email or in spreadsheets. If the credential is rotated or revoked, follow this guide’s connection method to update SourceMedium.
What data syncs
Bills and payments.Notes
- Query the warehouse directly until transformed finance models exist.