- 01What Dropbox data does Well pull into Bill.com?
- Well watches Dropbox for attachments matching the configured invoice and receipt filters, extracts supplier-invoice and document files read from a watched folder via Apideck file-storage, and forwards the structured output to Bill.com as bills via email-in inbox, with vendor, invoice number, amount, and due date populated by Bill.com's IVA OCR, with the original email message ID stored on every record for audit.
- 02How often does Dropbox data sync to Bill.com?
- Well polls the Dropbox API every fifteen minutes for new records; new activity reaches the downstream target on the next polling cycle. Records collected during a polling window are matched in a batch, then ranked by confidence; the Bill.com write happens at the end of the window, never mid-sync.
- 03Does Well handle multi-currency records between Dropbox and Bill.com?
- Dropbox carries the original transaction currency on every record and Bill.com natively ledgers in multiple currencies. Well preserves the original amount, applies your Bill.com chart-of-accounts conversion rules at posting time, and both the source and converted amounts ride on the document Well forwards to Bill.com, so the Bill.com entry you post keeps both sides of the trade.
- 04How does Well prevent duplicates when posting Dropbox records to Bill.com?
- Every Dropbox message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Bill.com entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Bill.com.
- 05Can I customise which Dropbox fields are sent to Bill.com?
- The default mapping turns every parsed Dropbox attachment into a Bill.com-shaped record (vendor, amount, due date, tax). From the integration settings page you can adjust the parsing prompt, force a vendor mapping, attach the original PDF on a specific Bill.com field, or compute a tag from your connected data. Custom mappings are versioned so a change does not retroactively touch already-posted Bill.com entries.
- 06How does Well authenticate with Dropbox and Bill.com?
- Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Bill.com email-in address once it clears the matching threshold; Bill.com creates the draft record from it and you confirm and post it. Well holds no write credential to Bill.com. Tokens are encrypted at rest and in transit under TLS 1.3. Dropbox and Bill.com together cover multiple regions; Well's storage region is configured per workspace.