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Connect Bling ERP and sync customers, products, orders and invoices

Connect your Bling account (a Brazilian ERP) to the CRM via OAuth and sync customers, products, sales orders and invoices in both directions, without creating duplicates.

You can connect your Bling account to the CRM. Once connected, the CRM pulls customers (as a Contact or Company), products, sales orders and invoices from Bling, keeping everything linked by the Bling id. Re-syncing never creates duplicates: it updates the record that already exists.

The model is BYO ("bring your own account"): you use your own Bling account and OAuth app. We never see your credentials and there is no cost from us. The integration starts inert: nothing happens until you configure the credentials and enable it.

Requirements

  • A Bling account with access to API v3.
  • An app created in Bling (developer area), from which you get the Client ID and Client Secret and authorize it to obtain the OAuth refresh token.
  • In Sellio, being an administrator (manage settings permission) to save the credentials under Settings → Integrations.

Step 1: create the app in Bling

  1. In Bling, open the apps/developer area and create a new app using API v3.
  2. Copy the app Client ID and Client Secret.
  3. Run the OAuth authorization of the app for your account and keep the generated refresh token. The CRM uses the refresh token to renew access on its own.

Step 2: paste the credentials into the CRM

  1. Open Settings → Integrations and find the "Bling ERP" card.
  2. Paste the Client ID, Client Secret and refresh token. Credentials are stored encrypted and never shown back.
  3. Under "Entities and direction", choose for customers, products, orders and invoices whether to pull from Bling, push to Bling, both directions or not sync.
  4. Click "Save connection" and then "Enable".

Step 3: sync and receive updates

  1. Click "Sync now" to pull data from Bling immediately. An automatic sync also runs daily.
  2. To receive changes in near real time, point Bling notifications (webhook) to the URL shown on the card. It contains a secret token: keep it private.
  3. We strongly recommend filling in the "Webhook secret" on the card and using the same value in Bling. Since this webhook WRITES records into your CRM (contacts, orders, invoices), the secret guarantees the authenticity of every call through a signature (HMAC).

Individual customers become Contacts and companies become Companies. Each product becomes a Product, each sales order becomes a Sales order (linked to the customer) and each invoice becomes an activity with the number, amount and DANFE link.

Security and privacy

The Client Secret and refresh token are stored encrypted and never shown. The access token is renewed automatically when it expires, without re-authorizing. The connection starts inert and only syncs after being configured and enabled.

💡 Security recommendation: set the "Webhook secret". The Bling webhook WRITES records into your CRM (contacts, orders, invoices), so treat it as a data entry point. With the secret, every call is validated by a signature (HMAC) and only whoever knows the secret gets through. Without it, the only protection is the URL token: if that token leaks, someone could inject data into your account. It is not mandatory, but it is highly recommended.
Example: Webhook URL to register in Bling: https://app.yourcompany.com/api/inbound/bling/YOUR-TOKEN (copy the exact value shown on the card).

How to test

  1. After saving and enabling, click "Sync now" and wait for the confirmation.
  2. Open the Contacts, Products and Sales orders lists and check that the Bling records appeared.
  3. On the card, watch the "Links per entity" count grow as data is synced.

Troubleshooting

  • Nothing syncs: confirm the integration is "Enabled" and at least one entity is set to "Pull from Bling" or "Both directions".
  • Credential error when syncing: re-enter the Client ID, Client Secret and refresh token (the Secret and token never come back from the server, so paste them in full).
  • Records do not appear: confirm the Contact, Company, Product and Sales order objects exist in your account (they are standard).
  • The webhook does not arrive: check that the URL registered in Bling matches the one shown on the card and, if you used a webhook secret, that it is the same on both sides.

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Connect Bling ERP and sync customers, products, orders and invoices · Sellio