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Integrations

Connecting the Kolleno platform to your accounting software

View the related ERP Invoice IDFind out what ERP Invoice ID is for any invoice.
View the related ERP Customer IDFind out what ERP Customer ID is for any Customer.
Transitioning from One ERP to Another - New Kolleno InstanceWhen switching to a new ERP system, Kolleno provides a structured process to ensure continuity and access to historical data.
QuickBooks

All the details about Kolleno integration with QuickBooks

QuickBooks and Kolleno: FAQIn this article, you will find the most frequently asked question regarding the integration with QuickBooks
Kolleno and QuickBooksBy connecting to QuickBooks you are ensuring that your invoices and payment data are always up-to-date
Connecting with QuickBooks failed because of an unverified email addressThis article will go through how to solve the error ''Please make sure your email is verified on QuickBooks''
Reconcile payments automatically in QuickBooksAutomatically reconcile Kolleno portal payments and PSP payouts in QuickBooks with correct account setup.
Use the QuickBooks contact name as ReferenceIf you need to use the QuickBooks customer's contact name as reference.
Customer Groups from QuickBooksUsing QuickBooks' customer hierarchy, customers import into Kolleno as linked, preserving structure for collections.
Late payment failure in QuickBooks depositWhen a late payment failure occurs, Kolleno will take the necessary action to keep your QuickBooks in synch.
Why Kolleno Limits Payment Relationships to 15 Links for QuickBooksKolleno limits payments to 15 linked invoices or credit notes to ensure performance and data accuracy.
QuickBooks: Configure Undeposited Funds as Other Current Assets for DepositFix QuickBooks payout error 6000 by setting Undeposited Funds to “Other current assets → Undeposited Funds”.
Contacts Synchronization Between QuickBooks and KollenoKolleno keeps your QuickBooks contacts in sync, ensuring names, emails, and phones are updated.
QuickBooks: Configure the Correct Bank Account for Stripe Reconciliation DepositQuickBooks Error 6000 when you see 'Select a bank account for this deposit' by choosing the correct bank account in QuickBooks and updating your Kolleno integration settings
Microsoft Dynamics 365 Business Central

All details about Kolleno integration with Microsoft Dynamics 365 Business Central

How to install a Business Central extension?The extension allows Kolleno to access customer payment data from Business Central
Microsoft Dynamics 365 Business Central and Kolleno: FAQIn this article, you will find the most frequently asked question regarding the integration with MS Dynamics 365 Business Central
Kolleno and Microsoft Dynamics 365 Business CentralBy connecting to Microsoft Dynamics 365 you are ensuring that your invoices and payment data are always up-to-date
Configuring customer portfolios on Kolleno with Microsoft Dynamics Business CentralUsing Microsoft Dynamic Business Central you are able to automatically populate your customer portfolios in Kolleno.
Credit Limit from Business CentralImport the credit limit you have in Microsoft Business Central.
Customer contact marked as PrimaryAutomatically mark Business Central imported customers as Primary contacts.
How to Create Accounts for Business Central Reconciliation with KollenoLearn how to set up your Business Central Accounts so Kolleno payments will reconcile automatically.
Issuing Refunds from Kolleno to Business Central
How Surcharge Fees Are Posted to Microsoft Dynamics 365 Business CentralA summary on what happens in Business Central when Surcharge Fees are posted
Import Business Central ContactsFind out the two places where contacts come from Business Central.
How to Find a Business Central Field Name for API IntegrationSubmit to Kolleno support the exact BC field name (via Inspect) env URL, record type, native/custom.
Invoice Reference in Business CentralConfigure invoice reference from Business Central via business_central_invoice_ref.
Credit Note Reference in Business CentralConfigure credit note reference from Business Central via business_central_credit_note_ref.
MS Dynamics 365 Business Central update record on ERP Action in WorkflowsAutomatically update customer and invoice details in Business Central using workflows.
NetSuite

All the details about Kolleno integration with NetSuite

How to connect your NetSuite instance with the correct permissions?This article describes the basic permissions required for a NetSuite connection, as well as how to add the SuiteApp.
Install the Kolleno SuiteApp for NetSuiteThis article will go through the steps in order to install the Kolleno SuiteApp for NetSuite
Reconcile payments automatically in NetSuiteAutomatically reconcile the payments and payouts in NetSuite to keep your General Ledger up to date.
Kolleno and NetSuiteBy connecting to NetSuite you are ensuring that your invoices and payment data are always up-to-date
Find a NetSuite field internal IDFind the internal ID of a NetSuite field to pull it into Kolleno.
NetSuite subsidiaries in separate accountsMap your Kolleno account to a specific NetSuite subsidiary.
NetSuite Payment Memo fieldHow is the NetSuite Payment Memo field used
Get the contacts details from NetSuiteWill the first name, last name, and position from NetSuite contacts get into Kolleno to be used in emails?
NetSuite contact details at Customer levelKolleno offers the capability to import customer contact persons' details directly from the NetSuite customer object.
Unapply NetSuite payments on chargeback or late failureKeep your NetSuite accurate and up-to-date on the status of payments.
Invoice Deleted in NetSuiteIf you deleted an invoice in NetSuite, you will need to read this article.
Mark contact as INACTIVE in NetSuiteIf a contact working for one of your customers needs to be removed, mark them as inactive.
How often does Kolleno synchronize with NetSuite?Kolleno’s real-time sync keeps your data accurate and up-to-date with your NetSuite instance.
Using Non-NetSuite Generated PDFs for InvoicesUse an alternative PDF as the official PDF document of your invoices.
Deleted Records in NetSuiteUnderstand what happens in Kolleno when you delete a record in NetSuite.
NetSuite Sub-Customers imported as Customer GroupKeep your customers hierarchy in NetSuite and have it reflected in Kolleno.
Synchronize NetSuite Journal EntriesFind out how Kolleno will keep your customers' balances in synch with the Journal Entries.
View NetSuite Script Execution LogsTroubleshoot issues with NetSuite synchronization.
Manually Synchronize your customer's dataManually syncing in Kolleno ensures immediate updates from NetSuite without waiting for the next scheduled sync.
Use NetSuite Exchange RatesHow to Activate NetSuite Exchange Rates for Your Invoices, Credit Notes, Payments, and Journal Entries.
Synchronizing Payments with NetSuite: Handling Multiple CustomersKolleno splits payments across customers into separate NetSuite Customer Payments.
Sync Only Primary Subsidiary Customers in NetSuiteLimit NetSuite sync to customers with a matching primary subsidiary—contact support to enable.
Do I Need to Enter Stripe Keys in NetSuite?No need to add Stripe keys to NetSuite—just connect Stripe directly to Kolleno for payments.
Installing and Using the NetSuite APM SuiteApp to Monitor ConcurrencyMonitor NetSuite concurrency with APM SuiteApp to spot spikes, errors, and performance bottlenecks.
Disable NetSuite Contact Record SyncHow to stop NetSuite Contact Records syncing into Kolleno.
Updating Invoice Records in NetSuiteHow to automatically update invoice details in NetSuite using your workflow.
Updating Customer Records in NetSuiteHow to automatically update customer details in NetSuite using your workflow.
Types of Records You Can Update in NetSuite WorkflowsWhat types of records you can automatically update in NetSuite using the Update Record on ERP workflow action.
How to Update a Record in NetSuite WorkflowsStep-by-step guide on how to use the Update Record on ERP action in workflows to automatically update fields in NetSuite
How to Exclude Intercompany Invoices from Kolleno (NetSuite Only)This article explains what to do if your organisation has intercompany invoices in NetSuite.
Why It’s Complicated to Exclude Already-Synced Inactive Customers from NetSuiteManual cleanup is needed after resync to remove already-synced inactive NetSuite customers.
Re-establishing your NetSuite connection in KollenoReconnect your NetSuite integration in Kolleno when the connection expires or tokens become invalid.
Handling Paid Invoices with Connected Stripe Payments and NetSuite Credit NotesHow Kolleno displays paid invoices when a NetSuite credit memo is created and synced.
Processing Stripe Refunds in Kolleno Using Credit Notes (NetSuite)Refund a Stripe customer payment in Kolleno by using an applied credit note.
How Kolleno Creates and Manages Contact Persons from NetSuite InvoicesHow Kolleno creates, links, and manages contact persons from NetSuite invoices automatically.
How to View Contacts from a Specific Invoice FieldFind out information about contacts that look like duplicate in Kolleno.
Salesforce

Understand the Salesforce integration with Kolleno

Salesforce Data Overview in KollenoUnderstand and manage the Salesforce data integrated into Kolleno.
How to connect to Salesforce using OAuthSet up Salesforce OAuth JWT for Kolleno to enable secure, automated API access without passwords.
Obtaining a Salesforce Security TokenLearn how to obtain your Salesforce security token for Kolleno integration.
Viewing and Navigating Salesforce DataAccess Salesforce records from Customer Hub, including Accounts, Contacts, and direct deep links.
Direct Salesforce Deep LinksUse deep links to open synced Salesforce records instantly—just click the link icon to save time.
Inserting Salesforce Smart Fields into EmailsPersonalize emails easily—copy Salesforce field codes and Kolleno auto-fills customer data when sending.
Customizing Your Salesforce IntegrationCustomize Salesforce integration—show custom fields, sync data both ways, and link multiple record types.
Keeping Salesforce Data Up to DateKolleno syncs Salesforce data nightly using unique IDs—always up-to-date in the Customer Hub.
Salesforce Data FAQSummary of the key questions you might have regarding the Kolleno <> Salesforce integration.
Instantly View Salesforce Data in Extra DataView key Salesforce data instantly in Kolleno’s Customer Hub—no need to open the Salesforce section.
Salesforce Deep LinkView a Salesforce link next to customer names. Contact Kolleno support to enable this feature.
Enable Salesforce Chatter Integration in KollenoAutomatically post Kolleno timeline activity to Salesforce Chatter to keep your Salesforce team up to date
Salesforce Contact SyncingSalesforce Contacts can sync into Kolleno as People records, including phone numbers and assigned positions.
Stripe

How to connect my Stripe Account?In this article, we will discuss the benefits of connecting a Stripe account and how to connect your account on the platform
When are Stripe Direct Debit triggered?Timeline of payments for Stripe BACS Direct Debit.
Save Stripe card on paymentUse the Stripe card details for future payments.
Metadata Fields Pushed to Stripe by KollenoWhere to find metadata fields, how to set them up and what they mean
Understanding How Kolleno Integrates with Stripe: A Secure and Seamless Payment ExperienceGeneral overview of the Kolleno integration with Stripe.
View the related Stripe Customer IDFind out what Stripe Customer ID is the customer linked to for payment methods and Kolleno payments.
Switching from Another Provider to Automatic Stripe Payments in KollenoSwitch from your current Stripe setup to automatic payments in Kolleno in three simple steps.
How Kolleno Chooses the Stripe Account for a CustomerThis article explains how Kolleno selects the correct Stripe account when there are multiple Stripe accounts configured in the settings.
Why the Stripe ACP Fee Doesn’t Appear in the ERP DepositACP fees are deducted from the next payout, not the current one, so they won’t show in the ERP deposit.
Stripe with InterPayments on Kolleno to handle surchargesConnect Stripe and InterPayments to automatically calculate compliant credit-card surcharges.
Request Stripe BACS Direct DebitRequest support to enable Stripe BACS Direct Debit for your customers
Set up SEPA Direct Debit as Payment method for your customersStep-by-step guide to test SEPA Direct Debit payments through Kolleno once SEPA is activated.
Request Stripe SEPA Direct DebitRequest support to enable Stripe SEPA Direct Debit for your customers
Refund of Stripe Payments in Kolleno (with NetSuite)Understanding Invoice Payments and Refunds When Using Stripe with Kolleno
Migrating Stripe AccountsSafe process for switching your Stripe account in Kolleno while keeping customers and payment methods mapped correctly.