Kolleno

This article will look at uploading a CSV file with your accounting information into the platform.

CSV Upload

Keep your customer organized by automatically assigning them to the portfolio of your choice.

CSV import  - Assign customer to Portfolio

Learn why duplicates can occur during CSV imports and how to prevent them.

Why Do Duplicate Customers Appear After a CSV Import?

Kolleno Support

All details on how to work with a CSV file 

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