Integrations
Collection of Softwares that integrate with Billy
By Ashleigh and 1 other2 authors9 articles
- ProjectSight COI Tracking with Billy. Setup Guide for New & Existing CustomersLearn how to connect Billy to Trimble ProjectSight for automated COI tracking and vendor compliance. Step by step in app setup, what syncs, troubleshooting, and FAQs.
- How New Contracts Sync from ProjectSight to Billy (Hourly COI Tracking)Billy checks your connected Trimble ProjectSight projects every hour, creates new contracts as tracked vendor records, and updates the vendor if it changes, so certificate of insurance tracking starts automatically.
- Connect Billy to Microsoft Copilot, Claude, or ChatGPT: MCP Server Setup GuideHow to connect the Billy MCP server to Microsoft 365 Copilot, Claude, ChatGPT, and other AI assistants. Setup steps per client, what the assistant can and can't do, approvals, security,…
- Enable Microsoft Login for Billy (Microsoft Entra ID Integration)Billy integrates with Microsoft Entra (Azure AD) to allow your team to securely log in using your organization’s Microsoft credentials.
- Sage Intacct Integration Account & Permissions SetupThis article describes the accounts and permissions required to configure the Intacct integrations.
- Viewpoint Vista COI Tracking with Billy. Setup Guide for New & Existing CustomersLearn how to connect Billy to Viewpoint Vista for automated COI tracking and compliance syncing. Step-by-step setup guide for new customers and a quick-start checklist for existing customers already on…
- How to Get Support for the Billy + Sage Intacct IntegrationHow to reach Billy support for help with the Sage Intacct integration, including email, live chat, web inquiry, and what to expect after you reach out.
- What Syncs Between Billy and Sage IntacctA plain-language map of what data moves between Billy and Sage Intacct: vendors sync both ways, global and contract compliance write from Billy to Sage Intacct, and projects flow from…
- Sage Intacct Configuration Guide: Set Up Web Services, Users & Vendor Compliance for BillyAdmin-side setup for the Billy + Sage Intacct integration: subscribe to Web Services, authorize Billy's Sender ID, create the Web Services user, enable Vendor Compliance, and hand off credentials to…