NetSuite
Connect Kolleno to NetSuite to sync customers, invoices, payments, and automate reconciliation and ERP writebacks.
By Kolleno and 1 other2 authors43 articles
Activate the OpenID Connect (OIDC) Single Sign-on Feature in NetSuiteActivate the OIDC feature in NetSuite.
Allow users to use NetSuite Single Sign-In (SSO)Choose the users and roles who can access Kolleno via NetSuite OIDC.
Connect via NetSuite SSO as OIDC providerConnect to Kolleno with your NetSuite user.
Overview, setup & connection
Start here to understand the integration, install the SuiteApp, set permissions, and reconnect if access expires.
How to connect your NetSuite instance with the correct permissions?This article describes the basic permissions required for a NetSuite connection, as well as how to add the SuiteApp.
Install the Kolleno SuiteApp for NetSuiteThis article will go through the steps in order to install the Kolleno SuiteApp for NetSuite
Kolleno and NetSuiteBy connecting to NetSuite you are ensuring that your invoices and payment data are always up-to-date
How often does Kolleno synchronize with NetSuite?Kolleno’s real-time sync keeps your data accurate and up-to-date with your NetSuite instance.
View NetSuite Script Execution LogsTroubleshoot issues with NetSuite synchronization.
Manually Synchronize your customer's dataManually syncing in Kolleno ensures immediate updates from NetSuite without waiting for the next scheduled sync.
Installing and Using the NetSuite APM SuiteApp to Monitor ConcurrencyMonitor NetSuite concurrency with APM SuiteApp to spot spikes, errors, and performance bottlenecks.
Re-establishing your NetSuite connection in KollenoReconnect your NetSuite integration in Kolleno when the connection expires or tokens become invalid.
Request NetSuite Daily Synchronization adjustmentsLearn how Kolleno's daily redundancy sync works alongside webhook updates to keep your NetSuite data accurate and up-to-date.
Request NetSuite Synchronization Frequency change in KollenoHow to request a change to your NetSuite synchronization frequency to reduce system load and improve performance.
Configuration & mapping
Configure mapping and behaviour: subsidiaries, fields, exchange rates, invoice PDFs, and payment method mapping.
Find a NetSuite field internal IDFind the internal ID of a NetSuite field to pull it into Kolleno.
NetSuite subsidiaries in separate accountsMap your Kolleno account to a specific NetSuite subsidiary.
Using Non-NetSuite Generated PDFs for InvoicesUse an alternative PDF as the official PDF document of your invoices.
Use NetSuite Exchange RatesHow to Activate NetSuite Exchange Rates for Your Invoices, Credit Notes, Payments, and Journal Entries.
Sync Only Primary Subsidiary Customers in NetSuiteLimit NetSuite sync to customers with a matching primary subsidiary—contact support to enable.
Configuring Payment Method Mapping for NetSuiteHow to provide your NetSuite payment methods to Kolleno for automatic population
NetSuite Invoice PDF SourceUse these settings to control how Kolleno fetches invoice PDFs from NetSuite.
Customers & contacts
How customer hierarchy and contacts sync from NetSuite, how to manage duplicates, and how to disable or inactivate contacts.
Get the contacts details from NetSuiteWill the first name, last name, and position from NetSuite contacts get into Kolleno to be used in emails?
NetSuite contact details at Customer levelKolleno offers the capability to import customer contact persons' details directly from the NetSuite customer object.
Mark contact as INACTIVE in NetSuiteIf a contact working for one of your customers needs to be removed, mark them as inactive.
NetSuite Sub-Customers imported as Customer GroupKeep your customers hierarchy in NetSuite and have it reflected in Kolleno.
Disable NetSuite Contact Record SyncHow to stop NetSuite Contact Records syncing into Kolleno.
Why It’s Complicated to Exclude Already-Synced Inactive Customers from NetSuiteManual cleanup is needed after resync to remove already-synced inactive NetSuite customers.
How Kolleno Creates and Manages Contact Persons from NetSuite InvoicesHow Kolleno creates, links, and manages contact persons from NetSuite invoices automatically.
How to View Contacts from a Specific Invoice FieldFind out information about contacts that look like duplicate in Kolleno.
Invoices, payments & reconciliation
Everything about invoices and payments syncing, reconciliation behaviour, memos, journal entries, refunds, and Stripe-related NetSuite edge cases.
Reconcile payments automatically in NetSuiteAutomatically reconcile the payments and payouts in NetSuite to keep your General Ledger up to date.
NetSuite Payment Memo fieldHow is the NetSuite Payment Memo field used
Unapply NetSuite payments on chargeback or late failureKeep your NetSuite accurate and up-to-date on the status of payments.
Invoice Deleted in NetSuiteIf you deleted an invoice in NetSuite, you will need to read this article.
Deleted Records in NetSuiteUnderstand what happens in Kolleno when you delete a record in NetSuite.
Synchronize NetSuite Journal EntriesFind out how Kolleno will keep your customers' balances in synch with the Journal Entries.
Synchronizing Payments with NetSuite: Handling Multiple CustomersKolleno splits payments across customers into separate NetSuite Customer Payments.
Do I Need to Enter Stripe Keys in NetSuite?No need to add Stripe keys to NetSuite—just connect Stripe directly to Kolleno for payments.
How to Exclude Intercompany Invoices from Kolleno (NetSuite Only)This article explains what to do if your organisation has intercompany invoices in NetSuite.
Handling Paid Invoices with Connected Stripe Payments and NetSuite Credit NotesHow Kolleno displays paid invoices when a NetSuite credit memo is created and synced.
Processing Stripe Refunds in Kolleno Using Credit Notes (NetSuite)Refund a Stripe customer payment in Kolleno by using an applied credit note.
Workflows writebacks
NetSuite-specific workflow actions that update NetSuite records automatically (customers, invoices, and supported record types).
Updating Invoice Records in NetSuiteHow to automatically update invoice details in NetSuite using your workflow.
Updating Customer Records in NetSuiteHow to automatically update customer details in NetSuite using your workflow.
Types of Records You Can Update in NetSuite WorkflowsWhat types of records you can automatically update in NetSuite using the Update Record on ERP workflow action.
How to Update a Record in NetSuite WorkflowsStep-by-step guide on how to use the Update Record on ERP action in workflows to automatically update fields in NetSuite