Kolleno

When you integrate Sage Intacct with Kolleno, key financial and customer data is mapped automatically between the two systems. 

This article outlines how the main data types and fields in Sage Intacct correspond to Kolleno's internal model.

Any additional custom fields from Sage Intacct can be added into the <code>extra_data</code> dictionary in Kolleno for the relevant object.

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For SHIPTO and BILLTO contacts, we also store the type under <code>position</code> as "Ship To" or "Bill To".

This guide explains how Sage Intacct fields are mapped to the various objects in Kolleno.

How Sage Intacct Fields Map to Kolleno

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Sage Intacct Field	Kolleno Field
`CUSTOMERID`	`source_id` / `ref`
`NAME`	`name`
`ENTITY`	`group_id`
`DISPLAYCONTACT.MAILADDRESS.ADDRESS1`	`address_line_1`
`DISPLAYCONTACT.MAILADDRESS.ADDRESS2`	`address_line_2`
`DISPLAYCONTACT.MAILADDRESS.CITY`	`city`
`DISPLAYCONTACT.MAILADDRESS.STATE`	`state`
`DISPLAYCONTACT.MAILADDRESS.ZIP`	`postal_code`
`DISPLAYCONTACT.MAILADDRESS.COUNTRYCODE`	`country`
`WHENMODIFIED`	`date_modified`

Sage Intacct Field	Kolleno Field
`SODOCUMENT.DOCID / RECORDNO`	`source_id`
`RECORDID`	`ref`
`CUSTOMERID`	`customer`
`CURRENCY`	`currency`
`TOTALENTERED`	`amount`
`TOTALDUE`	`balance`
`WHENPOSTED`	`date_invoice`
`WHENDUE`	`date_due`
`WHENCREATED`	`date_created`
`WHENMODIFIED`	`date_modified`

Sage Intacct Field	Kolleno Field
`RECORDNO`	`source_id`
`RECORDID`	`ref`
`CUSTOMERID`	`customer`
`CURRENCY`	`currency`
`TOTALENTERED`	`amount`
`TOTALDUE`	`balance`
`WHENPOSTED`	`date_issued`
`WHENCREATED`	`date_created`
`WHENMODIFIED`	`date_modified`

Sage Intacct Field	Kolleno Field
`RECORDNO`	`source_id`
`RECORDID`	`ref`
`CUSTOMERID`	`customer`
`TOTALENTERED`	`amount`
`TOTALDUE`	`amount_remaining`
`WHENPAID`	`date_paid`
`DISPLAYSTATE`	`is_voided` (if "Reversed" or "Reversal")
`WHENCREATED`	`date_created`
`WHENMODIFIED`	`date_modified`

Sage Intacct Field	Kolleno Field
`CUSTOMERID`	`customer`
`DISPLAYCONTACT.FIRSTNAME`	`first_name`
`DISPLAYCONTACT.LASTNAME`	`last_name`
`DISPLAYCONTACT.EMAIL1`	`email`
`DISPLAYCONTACT.PHONE1` or `DISPLAYCONTACT.PHONE2` or `DISPLAYCONTACT.CELLPHONE`	`phone_number`
`WHENMODIFIED`	`date_modified`

How Sage Intacct Fields Map to Kolleno

🏢 Customers

🧾 Invoices

💰 Credit Notes

🧾 Payments

👤 Persons (Contacts)