- 01What PayPal data does Well pull into Bill.com?
- PayPal streams completed payments, refunds, disputes, holds, and currency-conversion events to Well over its MCP server. After Well resolves the counterparty and assigns a confidence score, the matched record posts 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 PayPal event ID preserved on the entry for audit.
- 02Will every PayPal record post to Bill.com automatically?
- Not always. Within seconds of PayPal firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your Bill.com email-in address and Bill.com drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.
- 03What happens to historical PayPal data when I first connect to Bill.com?
- PayPal 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 PayPal record IDs and updates existing Bill.com entries instead of duplicating them.
- 04Does Well handle multi-currency records between PayPal and Bill.com?
- PayPal 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.
- 05How does Well prevent duplicates when posting PayPal records to Bill.com?
- PayPal sends each event with a stable resource ID that Well tracks against the Bill.com ledger. Webhook replays (which PayPal can issue for delivery retries) are recognised by ID and either skipped or used to update the existing Bill.com entry. Distinct records that look similar are caught by Well before posting, with the candidates surfaced in the review queue when confidence is ambiguous.
- 06How does Well authenticate with PayPal and Bill.com?
- PayPal's MCP server handles authorisation directly; Well receives an access token through Dynamic Client Registration and never sees raw user credentials. 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. PayPal and Bill.com together cover multiple regions; Well's storage region is configured per workspace.