Coefficient's Rillet connector gives you a live view of your accounting data, including financial reports and object-based raw data (chart of accounts, journal entries, invoices, etc.), right inside Google Sheets/Excel.
Beyond eliminating manual data pulls, you could also leverage Coefficient's AI capabilities to help track revenue recognition, billing periods, and financial performance with far less effort.
Schedule your Import, Snapshots, and Add Automations
Connecting to Rillet
When you begin a Rillet import for the first time, you will need to complete a few steps to connect Rillet as a data source for Coefficient.
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1. Open the Coefficient Sidebar and click the Menu. |
2. Select “Connected Sources”. |
3. Select “Add Connection” at the bottom and then “Connect” to Rillet. |
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4. Generate an API Key for your account in Rillet. ℹ️ NOTE: You can create your API Key by navigating to your Rillet account: 1. Log in to your Rillet account. |
5. Enter the API Key generated from your Rillet account and click Connect. |
6. When successful, you can proceed with creating an import by clicking the "Import data..." button at the bottom. |
Import from Rillet
Import from Rillet Report
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Rillet” from the list. |
3. Select "From Rillet Report". |
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4. Select the type of report you would like to import(e.g., "Income Statement") and click "Next".
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5. Customize your import by defining the filters. Filters with asterisks (*) are required to create the import. Once ready, select "Import" to import your data. ℹ️ NOTE: Depending on the Rillet report you have selected, there may be additional filter options for you. |
5. Congratulations on your first Rillet Report import in Coefficient! 🎉
Import from Objects & Fields
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1. Open the Coefficient Sidebar and click on the “Import from…” button. |
2. Select “Rillet” from the list. |
3. Select "From Objects & Fields". |
4. Select the Rillet Object (Example: Invoices) from the Import Preview window, then click “Next”.
5. Select the desired fields for your import. There may be fields selected (by default) - you can add/remove them as needed. The Import Preview window updates based on the selected/unselected fields.
6. Customize your import by adding filters or limiting the number of rows. Once ready, click the "Import" button in the top-right corner of the preview window.
7. Congratulations on your first Rillet import from Objects & Fields! 😎
Schedule your Import, Snapshots, and Add Automations
Once you have pulled your data into your spreadsheet using Coefficient, you can set up the following:
FAQs for Rillet Integration
Can I connect a Rillet sandbox account?
Yes! No separate setting is needed. Sandbox API keys begin with sandbox_, and Coefficient automatically routes them to Rillet's sandbox environment. Any other key is routed to production.
Keep in mind that a sandbox key only returns sandbox data. If your connection is showing test figures, check whether your API key starts with sandbox_. If you want to see live data, connect with a production key instead.