Connecting your accounting system (ERP) brings your customers, invoices, credit notes and payments into Kolleno and keeps them up to date. Data syncs from your ERP into Kolleno, so any change to an invoice must be made in your ERP.
Connect your ERP
Go to Settings → Accounting. You'll see all the systems Kolleno connects to.
Find your accounting system and click Connect.
Log in to your ERP and follow the authorisation steps.
Give it a few minutes for the first sync. Your data then appears on the Customers page.
You need the Admin role to access Settings. Some systems need setting up on the ERP side first, so check the guide for your system below.
Tips before you connect
Several Xero or QuickBooks logins? Log out of them in your browser first. You'll then see the login screen and can choose the right organisation.
Xero: after connecting, you'll be asked which account your deposits go into.
NetSuite and Business Central: many custom fields can be brought in. Your Kolleno contact will work with you to make sure the data comes through the way you need.
Clio: check how clients and matters are set up, for example a person who is both a company contact and an individual client, so customers are communicated with correctly.
Sage and Salesforce: the Kolleno team configures these connections with you.
Integration guides
Xero: Kolleno and Xero
QuickBooks: Kolleno and QuickBooks
Sage Intacct: Connect Sage Intacct to Kolleno
Microsoft Dynamics 365 Business Central: Kolleno and Microsoft Dynamics 365 Business Central and How to install a Business Central extension?
Clio: Connect Clio to Kolleno
Workday: Connect Workday to Kolleno
No direct integration? Use CSV or SFTP
CSV upload: your Kolleno contact will send you the import template. See CSV Upload.
Things to note
Moving to a different ERP? See Transitioning from One ERP to Another - New Kolleno Instance.
If invoice PDFs are delayed because your accounting platform is limiting requests, see Troubleshoot "Accounting Integration Temporarily Unavailable" Error.