Integrations
Connecting the Kolleno platform to your accounting software
171 articles
- 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.
Clio
Connect Clio to Kolleno and understand how authentication works to keep sync running reliably.
CSV
All details on how to work with a CSV file
- CSV UploadThis article will look at uploading a CSV file with your accounting information into the platform.
- CSV import - Assign customer to PortfolioKeep your customer organized by automatically assigning them to the portfolio of your choice.
- Why Do Duplicate Customers Appear After a CSV Import?Learn why duplicates can occur during CSV imports and how to prevent them.
- Troubleshooting Date Format Issues During CSV UploadResolve date format mismatches when uploading CSV files to ensure accurate data display in Kolleno.
QuickBooks
All the details about Kolleno integration with QuickBooks.
- Overview & setupUnderstand what the QuickBooks integration does, how it behaves, and the most common setup questions.3 articles
- Customer & contact syncHow customer structure and contacts sync between QuickBooks and Kolleno, including hierarchy and reference fields.3 articles
- Payments, deposits & reconciliationConfigure and troubleshoot payment syncing, deposits, and reconciliation in QuickBooks (including common deposit errors and edge cases).8 articles
Microsoft Dynamics 365 Business Central
Connect Kolleno to Microsoft Dynamics 365 Business Central to sync customers, invoices, payments, and reconciliation outcomes.
- Overview & setupInstall the extension, connect Business Central to Kolleno, and review FAQs and setup requirements.3 articles
- Data sync & configurationConfigure how customer data and contacts are imported, and control invoice/credit note references and field mappings.7 articles
- Payments, reconciliation & workflowsSet up automatic reconciliation, handle refunds and surcharges, use workflow writebacks, and resolve payment posting errors.4 articles
NetSuite
Connect Kolleno to NetSuite to sync customers, invoices, payments, and automate reconciliation and ERP writebacks.
- Install NetSuite SuiteApp in the US regionSet up NetSuite for Kolleno US by installing the latest SuiteApp and selecting the US region.
- NetSuite Sandbox Refresh: Re-sync RequiredNetSuite sandbox refresh? Contact Kolleno Support to wipe and re-sync because IDs no longer match.
- NetSuite custom fields must be stored to sync with KollenoNetSuite custom fields must be stored on the record. Dynamic-only fields can't be read via SuiteQL.
- Send workflow emails to the NetSuite sales rep or collector on each invoiceImport the NetSuite employee who owns each invoice (sales rep, collector) as a Kolleno user, and use them as a recipient in your workflows.
- Syncing customer credit limits from NetSuiteKeep each customer's credit limit in sync with NetSuite — pulled automatically from NetSuite into Kolleno.
- Exclude Customers from NetSuite SyncAdmins can block specific NetSuite customers from syncing into Kolleno and permanently delete their existing data, individually or by CSV import.
- Custom Bulk Actions for NetSuite InvoicesLearn what custom NetSuite bulk actions are, what they can do
- Splitting Payments by Subsidiary When Syncing to NetSuiteLearn how Kolleno can split a single customer payment into separate NetSuite records per subsidiary
- NetSuite OIDC3 articles
- Overview, setup & connectionStart here to understand the integration, install the SuiteApp, set permissions, and reconnect if access expires.10 articles
- Configuration & mappingConfigure mapping and behaviour: subsidiaries, fields, exchange rates, invoice PDFs, and payment method mapping.7 articles
- Customers & contactsHow customer hierarchy and contacts sync from NetSuite, how to manage duplicates, and how to disable or inactivate contacts.8 articles
- Invoices, payments & reconciliationEverything about invoices and payments syncing, reconciliation behaviour, memos, journal entries, refunds, and Stripe-related NetSuite edge cases.11 articles
- Workflows writebacksNetSuite-specific workflow actions that update NetSuite records automatically (customers, invoices, and supported record types).4 articles
Sage Intacct
Set up the Sage Intacct integration, configure permissions and web services access, and understand data sync and field mapping.
- Connect Sage Intacct to KollenoAll the steps needed to connect your Sage Intacct account to Kolleno.
- Manually Synchronize Your Sage IntegrationHow to trigger a manual data synchronization for your Sage integration directly from Kolleno settings.
- Subscribe to Sage Intacct Web ServicesIn order to connect Sage Intacct to Kolleno, you will need to have Web Services activated
- Add Kolleno Sender ID to your Sage IntacctAdd the Kolleno Sender ID as Web Services authorizations.
- Create Sage Intacct User RoleThe User Role in Sage Intacct will need specific permissions for Kolleno.
- Create Web Services user in Sage IntacctThis guide describes the steps to create a Web Services user to be used to connect to Kolleno.
- Restrict Sage Intacct connections by IP addressIf you company restricts connections based on the IP address, you will need to add Kolleno's IP.
- Data synchronization between Kolleno and Sage IntacctUnderstand what data is synchronized from/to Kolleno and Sage Intacct.
- How Sage Intacct Fields Map to KollenoThis guide explains how Sage Intacct fields are mapped to the various objects in Kolleno.
Salesforce
Understand the Salesforce integration with Kolleno and how Salesforce data appears, syncs, and is used in Customer Hub and communications.
- Overview & accessLearn what Salesforce data is available in Kolleno, where to find it in Customer Hub, and how to navigate using deep links.5 articles
- Setup, authentication & configurationConnect Salesforce securely, configure the integration, and control which objects/fields sync into Kolleno.5 articles
- Features: communications, syncing & FAQsUse Salesforce data in emails, sync contacts, enable Chatter updates, and reference common Salesforce integration questions.4 articles
Stripe
Connect Stripe to Kolleno to accept card and direct debit payments via the Customer Portal, manage payment methods, and understand payouts, metadata, and refunds.
- Overview & setupUnderstand how the Stripe integration works and connect your Stripe account to start taking payments in Kolleno.6 articles
- Payment methodsSet up and use Stripe payment methods in Kolleno, including saving cards and enabling BACS/SEPA Direct Debit.6 articles
- Configuration, reporting & troubleshootingStripe configuration details, metadata, surcharges, payout/deposit behaviour, and refunds or reconciliation edge cases.4 articles
Xero
Connect Kolleno to Xero to keep invoices, contacts, notes, attachments, and payment reconciliation in sync.
- Overview & connectionUnderstand the Xero integration, handle common questions, and connect or reconnect your Xero organisation to Kolleno.4 articles
- Sync behaviour, invoices & reconciliationHow Kolleno syncs Xero invoices, contacts, notes and attachments, and how payments (including Stripe) are reconciled in Xero.6 articles
Workday
Everything you need to know about the Workday integration with Kolleno
- Connect Workday to KollenoCreate a Workday integration user and security group, grant required permissions, and register an API client.
- Workday Blackout Window (pause syncs on a schedule)Kolleno can pause your Workday syncs during a recurring window. Send your desired schedule to Kolleno support and we'll set it up for you.
- Exclude Customers from Workday SyncAdmins can block specific Workday customers from syncing into Kolleno and permanently delete their existing data, individually or by CSV import.
- Batch Synchronize your Workday CustomersForce Kolleno to re-import a list of Workday customers and all their invoices, payments and credit notes.
- Updating Workday Records Using API Request in WorkflowsUpdate Workday records via the API Request action in workflows using Workday authentication.
Amazon Connect
Amazon Connect
- Connecting Amazon Connect in KollenoActivate, log in, and verify your Amazon Connect integration within the Kolleno.
- Handling Outbound Calls with Amazon ConnectAmazon Connect in Kolleno to make outbound phone calls efficiently.
- Inbound Calls in Amazon ConnectManage inbound calls in Amazon Connect through your Kolleno interface.
- Generate an SSH key for SFTP accessFind out how to generate the OpenSSH key for the SFTP connection.
- Re-process SFTP CSV Files in RangeTrigger a re-process of unprocessed or incorrectly processed SFTP CSV files without re-uploading them.
- Understanding SFTP CSV File Import ErrorsIdentify and resolve CSV import errors directly in the SFTP file viewer to fix your files quickly and accurately.
- Using Your Accounting System as a Backup for SFTPLearn how to enable your accounting system as a fallback PDF source when documents are missing from your SFTP server.
- Connect to the SFTP serverHave a look at the settings required when connecting to the Kolleno SFTP server.
- Data for Kolleno CSV Connector via SFTPThis document outlines CSV formats for SFTP data transfer to Kolleno, ensuring AR data completeness.
- Missing Invoice PDFs Due to SFTP Upload IssuesMissing invoice PDFs? Make sure they're uploaded to SFTP.
- CSV File Upload Frequency via SFTP to KollenoRecommended upload frequency depends on CSV size; small files can be sent more often.
- File Names for SFTP Invoice PDFsKolleno auto-sanitizes SFTP invoice filenames to ensure uniqueness and compatibility across systems.
- Missing or Inconsistent Data from SFTP CSV UploadsData not showing correctly? Check your SFTP CSV uploads.
- View CSV files uploaded in SFTP folderDeep dive into data that synchronized with Kolleno and figure out possible issues with your CSV files.
- SFTP Upload: Incremental Data OnlyWhen uploading data to Kolleno via SFTP, you do not need to send your entire dataset on every upload.
- SFTP CSV Upload: Required Files and Processing OrderKolleno's SFTP pipeline requires 7 CSV files on every upload. Learn the file names, order, and what happens when one is missing.