What this does
The Customers exclusion list lets admins stop specific NetSuite customers from ever appearing in Kolleno. When you exclude a NetSuite customer, Kolleno does two things:
Blocks it from the sync — the customer is skipped on every future NetSuite sync run, so it will never be (re)created in Kolleno.
Deletes it from Kolleno — if a matching customer already exists, that customer and all of its associated data (invoices, payments, activity, etc.) are permanently deleted.
Because the list is keyed on the NetSuite ID, an exclusion works even for a customer that hasn't synced yet — and it survives a customer being deleted, so the customer stays blocked.
⚠️ IMPORTANT: Deleting an excluded customer's data cannot be undone. Removing the customer from the exclusion list later will let it sync in fresh, but it will not restore the activity that was deleted.
Who can use it
The exclusion list is admin-only.
Finding the page
Click on your company name in the top-left.
Click on Settings.
Go to Accounting.
Click the gear / shortcut icon on the Accounting section header.
You'll land on Settings / Accounting / Customers exclusion list.
At the top, select the NetSuite source tab.
Excluding a single Customer
Enter the NetSuite ID in the add field and confirm.
Kolleno checks whether a matching customer already exists and shows a confirmation:
If a customer exists — you'll see "Permanently delete this customer?" with a breakdown of exactly how much data will be removed. You must type the confirmation text to proceed, then click Delete & exclude.
If no matching customer exists yet — you'll see "Add customer to exclusion list". The customer will simply be blocked from all future NetSuite syncs. Click Exclude.
When you exclude a customer that has data, the deletion runs in the background. You'll see a notification that the data is being permanently deleted; the customer is removed from Kolleno shortly after.
Excluding many customers at once (CSV import)
Prepare a CSV with one column and no header row, containing all the NetSuite IDs you want to exclude.
Click the import option and select your file.
Kolleno shows a preview before anything happens, broken down into:
how many customers will be blocked from future syncs,
how many are already on the exclusion list,
how many existing customers will be permanently deleted (with a breakdown of the data involved).
Review the preview and click Import to apply.
Any customers that will be deleted are removed in the background after you confirm.
Exporting the list
Use the export option to download a CSV of all the NetSuite IDs currently on the exclusion list.
Managing the list
Search by NetSuite ID to find a specific entry.
Each row shows the NetSuite ID, who added it, and when (in your local timezone).
Remove an entry (trash icon) to take a customer off the list. After removal it will re-sync fresh on the next NetSuite run. Note this does not restore any Kolleno activity that was previously deleted.
Frequently asked
What if I re-add a customer I removed earlier?
It's reactivated on the list and blocked again from the next sync.
Why hasn't the customer disappeared immediately after I excluded it?
The cascade deletion runs as a background job and may take a short while to complete.