---
schema_version: "1"
id: 7594b1f39b270a5047a9ed94e2b45eef87b0b988ca31adb62b544fee5ac77c94
title: Establish Data Connection with Data 360
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_payment_reconciliation_setup_data_connection.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_payment_reconciliation_setup_data_connection.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a65959e0a1a56a9fb5cd10ef2d8427681a1943e6212d7488e305b1254f806449
description: Billing uses unstructured Data 360 connectors to ingest unstructured data in payment documents such as payment advice documents and payment proof documents.
products:
  - Revenue Cloud
release: "264"
---
# Establish Data Connection with Data 360

Billing uses unstructured Data 360 connectors to ingest unstructured data in payment documents such as payment advice documents and payment proof documents.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d195341e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d195341e73 ">To set up payment reconciliation and deploy data kits:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d195341e73 ">
              <p>Billing Admin permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Data Cloud Architect permission
                set</p>
            </td>

          </tr>
        </tbody>
      </table>

1. [Turn on Data 360](https://help.salesforce.com/s/articleView?id=data.c360_a_setup_provision.htm&type=5&language=en_US).
2. Set up a Salesforce CRM connection.
    1. [Connect to a Salesforce org](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_crm_connection.htm&type=5&language=en_US)
    2. [Create and deploy data streams](https://help.salesforce.com/s/articleView?id=data.c360_a_create_crm_data_stream.htm&type=5&language=en_US) for the Account and Invoice objects. On the Invoice object, select all fields except the Corporate Currency Converted Total Amount With Tax and Functional Currency Converted Total Amount With Tax standard fields.
    3. After you deploy each data stream, confirm that its data lake object (DLO) fields are mapped to the corresponding data model object (DMO) fields.
        
         
        | DATA STREAM FIELD ON ACCOUNT sOBJECT | FIELD ON ACCOUNT DMO |
        | --- | --- |
        | Account ID (API name: AccountNumber) | Account Id (API name: Account Id) |
        | Account Name (API name: Name) | Account Name (API name: Name) |
        
         
        | DATA STREAM FIELD ON ACCOUNT sOBJECT | FIELD ON ACCOUNT DMO |
        | --- | --- |
        | Invoice ID (API name: InvoiceNumber) | Account Id (API name: Account Id) |
        | Balance (API Name: Balance) | Balance Amount (API name: BalanceAmount) |
        | Document Number (API name: DocumentNumber) | Name or Invoice Number (API name: InvoiceNumber) |
        | Invoice Status (API name: Status) | Invoice Status (API name: InvoiceStatus) |
3. Set up a data connection with Data 360.
    1. In Data Cloud Setup, go to Feature Manager and [enable Connectors](https://help.salesforce.com/s/articleView?id=data.c360_a_feature_manager.htm&type=5&language=en_US). For a list of supported connectors, see [Unstructured Data Connectors](https://help.salesforce.com/s/articleView?id=data.c360_a_unstructured_data_connect.htm&type=5&language=en_US).
    2. Integrate your preferred data connector to enable the flow of unstructured data in Data 360.
        
        For example, to ingest unstructured data in payment advice and payment proofs, you can use unstructured data connectors such as [Confluence](https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-confluence-unstructured-connector.html), [GitHub](https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-github-connector.html), or [Google Drive](https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-googledrive-unstructured-connector.html). Follow the connector-specific instructions in the [Data 360 Connectors and Integrations](https://developer.salesforce.com/docs/data/data-cloud-int/guide/c360-a-thirdparty-connectors.html) section of the _Data 360 Integration Guide_.
    3. Enable access to the folder, drive, or repository that contains your payment advice and payment proof documents. We recommend that you store or access the payment advice and proof documents from separate locations.
        
        For example, if you’ve set up the unstructured Google connector, access the payment advice and payment proof docs from separate folders on Google Drive.
    4. To ingest data from the source into Data 360, create two unstructured data lake objects (UDLO), and map the payment advice and payment proof UDLO to corresponding payment advice and payment proof unstructured data model objects (UDMO).
        
        The connector begins to ingest the unstructured data from the payment advice and payment proof documents into Data 360. The data ingestion process can take several minutes depending on the size and nature of your data. You can [monitor the ingestion status](https://help.salesforce.com/s/articleView?id=data.c360_a_monitor_the_status_of_unstructured_connectors_data_ingestion.htm&type=5&language=en_US) by using the Data Streams tab or Query Editor in Data 360.