Kolleno ingests financial data via a secure SFTP connection using a set of structured CSV files. Every upload batch must include all 7 required files even if some contain only headers.
Note: A missing file will cause the processing queue to stall.
For full column specifications and field requirements, see: Data for Kolleno CSV Connector via SFTP.
The 7 Required Files
Kolleno processes files in the following order. Each file depends on the one before it customers must be processed before invoices, invoices before linking files, and so on.
# | Category | File Name Prefix |
1 | Customers |
|
2 | Contacts |
|
3 | Invoices |
|
4 | Credit Notes |
|
5 | Payments |
|
6 | Payments ↔ Invoices |
|
7 | Credit Notes ↔ Invoices |
|
Monitoring Processing Status
You can track the status of each uploaded file directly in Kolleno under
Settings → Accounting → CSV via SFTP → View.
To understand and fix file errors: Understanding SFTP CSV File Import Errors
To re-process files without re-uploading: Re-process SFTP CSV Files in Range
To view all uploaded files and their history: View CSV Files Uploaded in SFTP Folder
Setting Up Your SFTP Connection
New to SFTP with Kolleno? See Connect to the SFTP Server to get started. Upload your CSV files to the csv_data_uploads folder on the server.