How does the integration with Xero work? Once Kolleno is connected to your Xero account, every time a payment is made, the customer timeline will be automatically updated on the platform.
What is the data flow between Kolleno and Xero?
Which phone numbers are imported from Xero? We import the numbers from the phone field.
How often does the data synchronize? The synchronization will happen in up to 15 minutes, and everything done in Xero is soon shown on the Kolleno platform.
What data doesn’t get synched? As of right now, the expected payment dates are not pulled across from Xero.
How do I disconnect Kolleno from Xero? To disconnect from your Xero account go to your settings ➡️ integrations ➡️ select the ellipses ➡️ select “Disconnect”.