Xero
Connect Kolleno to Xero to keep invoices, contacts, notes, attachments, and payment reconciliation in sync.
10 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