Xero
Connect Kolleno to Xero to keep invoices, contacts, notes, attachments, and payment reconciliation in sync.
By Kolleno and 1 other2 authors10 articles
Overview & connection
Understand the Xero integration, handle common questions, and connect or reconnect your Xero organisation to Kolleno.
Xero and Kolleno: FAQIn this article, you will find the most frequently asked question regarding the integration with Xero
Kolleno and XeroBy connecting to Xero you are ensuring that your invoices and payment data are always up-to-date
Reconcile Payments in Xero With KollenoEnable payment reconciliation so payments made in Kolleno are automatically matched in Xero.
Enable Xero Reference as a column and filter in KollenoRequest activation of the Xero Reference column and filter in Kolleno so you can search and report using your Xero Reference.
Sync behaviour, invoices & reconciliation
How Kolleno syncs Xero invoices, contacts, notes and attachments, and how payments (including Stripe) are reconciled in Xero.
How to send attachments linked to invoices in XeroThis article will explain how you can add extra files in Xero then in Kolleno toggle on a setting to send these in your communications.
Pro Forma (Draft) invoices from XeroUsing Pro Forma from Xero thanks to the DRAFT status.
Import Historical Notes from Xero InvoicesYou can automatically synchronize the recent notes your team wrote under the Invoices.
Reconnecting Your Xero Account in Kolleno When Xero Indicates “Already Connected”This article explain what to do if your Xero organisation appears as “Already connected” when reconnecting a Xero account on Kolleno.
Xero Primary Contact Import in KollenoWhen syncing contacts from Xero, Kolleno automatically assigns contact roles to ensure the correct person is used for communication and collections.
Reconcile Stripe Payments in XeroConfigure Stripe account mapping in Xero to ensure payments made via Kolleno are correctly reconciled