Kolleno

This article explain what to do if your Xero organisation appears as “Already connected” when reconnecting a Xero account on Kolleno.

Reconnecting Your Xero Account in Kolleno When Xero Indicates “Already Connected”

Find out what ERP Invoice ID is for any invoice.

View the related ERP Invoice ID

Find out what ERP Customer ID is for any Customer.

View the related ERP Customer ID

Kolleno Support

Support

Connecting the Kolleno platform to your accounting software

Integrations

This article will look at how to import link customers in Clio and import these relations in Kolleno

Link Customers in Clio and import the relations in Kolleno

This article will explain what to do if you see the error when trying to connect your Clio: Invalid authorization request.

Clio Invalid Authorization Request

In this article, you will find the most frequently asked question regarding the integration with Clio

Clio and Kolleno: FAQ

By connecting to Clio you are ensuring that your invoices and payment data are always up-to-date

Kolleno and Clio

This article will explain how you can easily add matter number into your email templates - no need to do this action manually.

Clio: How to add the matter number to your email templates?

Follow these instructions to ensure your law firm's logo shows on the PDF of the invoices.

Logo on Invoice PDF in Clio

Mark contact person inactive in Kolleno when their Clio employee record is set to inactive.

Marking Clio Employee Contacts as Inactive in Kolleno

All the details about Kolleno integration with Clio

Clio

This article will look at uploading a CSV file with your accounting information into the platform.

CSV Upload

Keep your customer organized by automatically assigning them to the portfolio of your choice.

CSV import  - Assign customer to Portfolio

All details on how to work with a CSV file 

Take control of your integration and decide when you need to do a manual synchronization operation.

Manually Re-Synchronize your Custom Integration

If your integration gets disconnected, you can reconnect it quickly.

How to Reconnect your Custom Integration

Custom Integration

In this article, you will find the most frequently asked question regarding the integration with QuickBooks

QuickBooks and Kolleno: FAQ

By connecting to QuickBooks you are ensuring that your invoices and payment data are always up-to-date

Kolleno and QuickBooks

This article will go through how to solve the error ''Please make sure your email is verified on QuickBooks''

Connecting with QuickBooks failed because of an unverified email address

Reconcile payments automatically in QuickBooks

If you need to use the QuickBooks customer's contact name as reference.

Use the QuickBooks contact name as Reference

Using QuickBooks' customer hierarchy, customers import into Kolleno as linked, preserving structure for collections.

Customer Groups from QuickBooks

When a late payment failure occurs, Kolleno will take the necessary action to keep your QuickBooks in synch.

Late payment failure in QuickBooks deposit

All the details about Kolleno integration with QuickBooks

QuickBooks

The extension allows Kolleno to access customer payment data from Business Central

How to install a Business Central extension?

In this article, you will find the most frequently asked question regarding the integration with MS Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central and Kolleno: FAQ

By connecting to Microsoft Dynamics 365 you are ensuring that your invoices and payment data are always up-to-date

Kolleno and Microsoft Dynamics 365 Business Central

Using Microsoft Dynamic Business Central you are able to automatically populate your customer portfolios in Kolleno.

Configuring customer portfolios on Kolleno with Microsoft Dynamics Business Central

Import the credit limit you have in Microsoft Business Central.

Credit Limit from Business Central

Automatically mark Business Central imported customers as Primary contacts.

Customer contact marked as Primary

Learn how to set up your Business Central Accounts so Kolleno payments will reconcile automatically.

How to Create Accounts for Business Central Reconciliation with Kolleno

Issuing Refunds from Kolleno to Business Central

A summary on what happens in Business Central when Surcharge Fees are posted

How Surcharge Fees Are Posted to Microsoft Dynamics 365 Business Central

Find out the two places where contacts come from Business Central.

Import Business Central Contacts

All details about Kolleno integration with Microsoft Dynamics 365 Business Central

Microsoft Dynamics 365 Business Central

This article describes the basic permissions required for a NetSuite connection, as well as how to add the SuiteApp.

How to connect your NetSuite instance with the correct permissions?

This article will go through the steps in order to install the Kolleno SuiteApp for NetSuite

Install the Kolleno SuiteApp for NetSuite

Automatically reconcile the payments and payouts in NetSuite to keep your General Ledger up to date.

Reconcile payments automatically in NetSuite

By connecting to NetSuite you are ensuring that your invoices and payment data are always up-to-date

Kolleno and NetSuite

Find the internal ID of a NetSuite field to pull it into Kolleno.

Find a NetSuite field internal ID

Map your Kolleno account to a specific NetSuite subsidiary.

NetSuite subsidiaries in separate accounts

How is the NetSuite Payment Memo field used

NetSuite Payment Memo field

Will the first name, last name, and position from NetSuite contacts get into Kolleno to be used in emails?

Get the contacts details from NetSuite

Kolleno offers the capability to import customer contact persons' details directly from the NetSuite customer object.

NetSuite contact details at Customer level

Keep your NetSuite accurate and up-to-date on the status of payments.

Unapply NetSuite payments on chargeback or late failure

If you deleted an invoice in NetSuite, you will need to read this article.

Invoice Deleted in NetSuite

If a contact working for one of your customers needs to be removed, mark them as inactive.

Mark contact as INACTIVE in NetSuite

Kolleno’s real-time sync keeps your data accurate and up-to-date with your NetSuite instance.

How often does Kolleno synchronizes with NetSuite?

Use an alternative PDF as the official PDF document of your invoices.

Using Non-NetSuite Generated PDFs for Invoices

Understand what happens in Kolleno when you delete a record in NetSuite.

Deleted Records in NetSuite

Keep your customers hierarchy in NetSuite and have it reflected in Kolleno.

NetSuite Sub-Customers imported as Customer Group

Find out how Kolleno will keep your customers' balances in synch with the Journal Entries.

Synchronize NetSuite Journal Entries

Troubleshoot issues with NetSuite synchronization.

View NetSuite Script Execution Logs

Manually syncing in Kolleno ensures immediate updates from NetSuite without waiting for the next scheduled sync.

Manually Synchronize your customer's data

How to Activate NetSuite Exchange Rates for Your Invoices, Credit Notes, Payments, and Journal Entries.

Use NetSuite Exchange Rates

Kolleno splits payments across customers into separate NetSuite Customer Payments.

Synchronizing Payments with NetSuite: Handling Multiple Customers

Find out information about contacts that look like duplicate in Kolleno.

How to View Contacts from a Specific Invoice Field

All the details about Kolleno integration with NetSuite 

NetSuite

Activate the OpenID Connect (OIDC) Single Sign-on Feature in NetSuite

Choose the users and roles who can access Kolleno via NetSuite OIDC.

Allow users to use NetSuite Single Sign-In (SSO)

Connect to Kolleno with your NetSuite user.

Connect via NetSuite SSO as OIDC provider

NetSuite OIDC

All the steps needed to connect your Sage Intacct account to Kolleno.

Connect Sage Intacct to Kolleno

In order to connect Sage Intacct to Kolleno, you will need to have Web Services activated

Subscribe to Sage Intacct Web Services

Add the Kolleno Sender ID as Web Services authorizations.

Add Kolleno Sender ID to your Sage Intacct

The User Role in Sage Intacct will need specific permissions for Kolleno.

Create Sage Intacct User Role

This guide describes the steps to create a Web Services user to be used to connect to Kolleno.

Create Web Services user in Sage Intacct

If you company restricts connections based on the IP address, you will need to add Kolleno's IP.

Restrict Sage Intacct connections by IP address

Understand what data is synchronized from/to Kolleno and Sage Intacct.

Data synchronization between Kolleno and Sage Intacct

Sage Intacct

Understand and manage the Salesforce data integrated into Kolleno.

Salesforce Data Overview in Kolleno

Set up Salesforce OAuth JWT for Kolleno to enable secure, automated API access without passwords.

How to connect to Salesforce using OAuth

Learn how to obtain your Salesforce security token for Kolleno integration.

Obtaining a Salesforce Security Token

Access Salesforce records from Customer Hub, including Accounts, Contacts, and direct deep links.

Viewing and Navigating Salesforce Data

Use deep links to open synced Salesforce records instantly—just click the link icon to save time.

Direct Salesforce Deep Links

Personalize emails easily—copy Salesforce field codes and Kolleno auto-fills customer data when sending.

Inserting Salesforce Smart Fields into Emails

Customize Salesforce integration—show custom fields, sync data both ways, and link multiple record types.

Customizing Your Salesforce Integration

Kolleno syncs Salesforce data nightly using unique IDs—always up-to-date in the Customer Hub.

Keeping Salesforce Data Up to Date

Summary of the key questions you might have regarding the Kolleno <> Salesforce integration.

Salesforce Data FAQ

View key Salesforce data instantly in Kolleno’s Customer Hub—no need to open the Salesforce section.

Instantly View Salesforce Data in Extra Data

Understand the Salesforce integration with Kolleno

Salesforce

In this article, we will discuss the benefits of connecting a Stripe account and how to connect your account on the platform

How to connect my Stripe Account?

Timeline of payments for Stripe BACS Direct Debit.

When are Stripe Direct Debit triggered?

Use the Stripe card details for future payments.

Save Stripe card on payment

Where to find metadata fields, how to set them up and what they mean

Metadata Fields Pushed to Stripe by Kolleno

General overview of the Kolleno integration with Stripe.

Understanding How Kolleno Integrates with Stripe: A Secure and Seamless Payment Experience

Find out what Stripe Customer ID is the customer linked to for payment methods and Kolleno payments.

View the related Stripe Customer ID

Stripe

In this article, you will find the most frequently asked question regarding the integration with Xero

Xero and Kolleno: FAQ

By connecting to Xero you are ensuring that your invoices and payment data are always up-to-date

Kolleno and Xero

This article explains how to turn on reconciliation for your Xero system through Kolleno.

Reconcile payments in Xero with Kolleno

This article will explain how you can add extra files in Xero then in Kolleno toggle on a setting to send these in your communications.

How to send attachments linked to invoices in Xero

Using Pro Forma from Xero thanks to the DRAFT status.

Pro Forma (Draft) invoices from Xero

You can automatically synchronize the recent notes your team wrote under the Invoices.

Import Historical Notes from Xero Invoices

All details about Kolleno integration with Xero

Xero

Connect Zuora to Kolleno to sync data automatically using secure API connection.

How to Connect Zuora to Kolleno

Zuora

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