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Integrating SailPoint with Bill4Time

Bill4Time is a time tracking and billing software that supports time capture, billing, invoicing, payments, reporting, and trust accounting. For product details, refer to the Bill4Time website. This document provides the instructions required to configure a new direct connection between SailPoint and Bill4Time. For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.

Note

To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.

Supported Features

The Bill4Time connector supports the following:

Account Management

  • Aggregate Users

Entitlement Management

  • The account attribute userType is configured as a managed entitlement.
  • The connector does not provide a separate entitlement schema or entitlement aggregation operation.

Important

Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:

  • Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
  • Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.

These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.

Prerequisites

Before configuring the Bill4Time connector, ensure the following requirements are met:

  1. Sign in to Bill4Time as a System Admin. Bill4Time states that System Admin users have access to all areas, while Office Admin users cannot access Firm Settings. See Bill4Time user types and uses.
  2. Select your name and open Settings.
  3. Open the API tab and create a Bill4Time API key for the v1 API. Bill4Time documents API-key creation and the distinction between v1 and v2 keys in its API overview.
  4. Copy and securely store the API key. The connector requires it during source configuration.
  5. Retain the default Bill4Time API base URL, https://secure.bill4time.com/b4t-api, unless Bill4Time provides a different URL for your environment.

Important

Protect the API key: Bill4Time authentication places the API key directly in the request URL path: {baseUrl}/{apiToken}/v1/users. Treat the key as a secret and avoid exposing complete request URLs in logs or support material.

For official API-key and route guidance, refer to the Bill4Time API documentation.

Note

The linked document is not maintained by SailPoint and is subject to change without notice.

Required Permissions

Role Required to Generate an API Key

  • System Admin - Bill4Time documents this user type as having access to all areas of the application. API keys are created from the API tab in Settings.
  • Office Admin, Standard User, Limited User, and Financial User - Not documented as sufficient for API-key creation. In particular, Bill4Time states that Office Admin users cannot access Firm Settings.