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?

Deep dive into data that synchronized with Kolleno and figure out possible issues with your CSV files.

View CSV files uploaded in SFTP folder

Kolleno Support

All details on how to work with a CSV file 

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