- 01What Gmail data does Well pull into Bill.com?
- Well watches Gmail for attachments matching the configured invoice and receipt filters, extracts invoice and receipt PDFs from email attachments, plus the sender, subject, and date headers, 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 Gmail data sync to Bill.com?
- Gmail pushes events to Well in real time via webhooks, so most records land within a minute of the underlying action. Each event is matched immediately and reaches Bill.com within a confidence window: above 85% it posts, 55-85% queues for review, below 55% is refused.
- 03How does Well match Gmail records to entries in Bill.com?
- Well parses each Gmail attachment into a structured invoice, then probes your Bill.com ledger for an open bill or vendor with the same amount, due date, and supplier name. The probe ranks candidates by counterparty proximity, date window, and total match; above 85% it links the parsed PDF to the existing Bill.com entry, otherwise the parsed invoice queues for sign-off with the candidates surfaced.
- 04What happens to historical Gmail data when I first connect to Bill.com?
- Gmail exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Bill.com ledger, and re-running the backfill is safe because Well tracks the Gmail record IDs and updates existing Bill.com entries instead of duplicating them.
- 05Does Well handle multi-currency records between Gmail and Bill.com?
- Gmail 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.
- 06How does Well authenticate with Gmail and Bill.com?
- Gmail runs a manual OAuth 2.0 flow that you approve inside Gmail; 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. Gmail and Bill.com together cover multiple regions; Well's storage region is configured per workspace.