NetSuite
Connect Kolleno to NetSuite to sync customers, invoices, payments, and automate reconciliation and ERP writebacks.
49 articles
- Install NetSuite SuiteApp in the US regionSet up NetSuite for Kolleno US by installing the latest SuiteApp and selecting the US region.
- NetSuite Sandbox Refresh: Re-sync RequiredNetSuite sandbox refresh? Contact Kolleno Support to wipe and re-sync because IDs no longer match.
- NetSuite custom fields must be stored to sync with KollenoNetSuite custom fields must be stored on the record. Dynamic-only fields can't be read via SuiteQL.
- Send workflow emails to the NetSuite sales rep or collector on each invoiceImport the NetSuite employee who owns each invoice (sales rep, collector) as a Kolleno user, and use them as a recipient in your workflows.
- Syncing customer credit limits from NetSuiteKeep each customer's credit limit in sync with NetSuite — pulled automatically from NetSuite into Kolleno.
- Exclude Customers from NetSuite SyncAdmins can block specific NetSuite customers from syncing into Kolleno and permanently delete their existing data, individually or by CSV import.
- 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