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Integrations

Integrations

Connecting the Kolleno platform to your accounting software

By Irina and 2 others3 authors34 articles

Clio

Link Customers in Clio and import the relations in Kolleno

Clio Invalid Authorization Request

Clio and Kolleno: FAQ

Kolleno and Clio

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

CSV

QuickBooks

QuickBooks and Kolleno: FAQ

Kolleno and QuickBooks

Connecting with QuickBooks failed because of an unverified email address

Reconcile payments automatically in Quickbooks

Use the QuickBook contact name as Reference

Microsoft Dynamics 365 Business Central

How to install a Business Central extension?

Microsoft Dynamics 365 Business Central and Kolleno: FAQ

Kolleno and Microsoft Dynamics 365 Business Central

Configuring customer portfolios on Kolleno with Microsoft Dynamics Business Central

Microsoft Exchange / Office 365 asking for approval to connect

NetSuite

How to connect your NetSuite instance with the correct permissions?

Install the Kolleno SuiteApp for NetSuite

Reconcile payments automatically in NetSuite

Kolleno and NetSuite

Find a NetSuite field name

NetSuite subsidiaries in separate accounts

NetSuite Payment Memo field

Get the contacts first and last names from NetSuite

NetSuite contact details at Customer level

Unapply NetSuite payments on chargeback or late failure

Xero

Xero and Kolleno: FAQ

Kolleno and Xero

Reconcile payments in Xero with Kolleno

How to send attachments linked to invoices in Xero

Pro Forma (Draft) invoices from Xero

Import Historical Notes from Xero Invoices

Stripe

How to connect my Stripe Account?

When are Stripe Direct Debit triggered?