Go to Upflow
All Collections
Integrations

Integrations

Jean-Malo avatar Samantha Semuhin avatar Arnaud avatar +1
20 articles in this collection
Written by Jean-Malo, Samantha Semuhin, Arnaud and 1 other
General

Do you have a customer that isn’t synchronized?

An invoice, payment, or credit note is not up to date on Upflow.
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How to import more information into Upflow?

Discover how you can import Custom fields from your system to your Upflow platform
Samantha Semuhin avatar
Written by Samantha Semuhin
Updated over a week ago
Zuora and Upflow

How to set up your integration between Upflow and Zuora.

Connect your Zuora account with your Upflow platform following these steps!
Samantha Semuhin avatar
Written by Samantha Semuhin
Updated over a week ago
QuickBooks and Upflow

How to connect Upflow to QuickBooks?

A quick guide to help you set up your QuickBooks integration
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

QuickBooks and Upflow: FAQ

This article sums up the frequently asked questions on our integration with QuickBooks
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago
Stripe Billing and Upflow

How to connect my Stripe Billing Account to Upflow?

Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Stripe Billing and Upflow: FAQ

This article sums up the frequently asked questions on our integration with Stripe Billing
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago
Xero and Upflow

How do I connect Upflow to Xero?

A quick set-up guide to help you integrate Xero into Upflow
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

Xero and Upflow: FAQ

This article sums up the frequently asked questions on our integration with Xero
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago
Chargebee and Upflow

How do I connect Upflow to Chargebee?

A quick set-up guide to help you integrate Chargebee into Upflow
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How to set up a Chargebee integration?

D
Written by Dacha Kortes
Updated over a week ago

Chargebee and Upflow: FAQ

This article sums up the frequently asked questions on our integration with Chargebee
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How to add more Chargebee Custom Fields?

Discover how to import custom fields into your Upflow platform for a streamlined and more efficient collection process.
Arnaud avatar
Written by Arnaud
Updated over a week ago

Chargebee dedicated collection keys

Use Chargebee hosted pages in your collection emails.
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago
Netsuite and Upflow

Oracle Netsuite: setting up your integration

How to assign the role to the user in Netsuite?
Jean-Malo avatar
Written by Jean-Malo
Updated over a week ago

How to connect my Netsuite account to Upflow?

Jean-Malo avatar
Written by Jean-Malo
Updated this week

Can I set my collection at a Netsuite project level?

Working on multiple deals with the same customer? Your workflows can reflect it, communicating at a project level rather than a client one!
D
Written by Dacha Kortes
Updated over a week ago
Sage Intacct and Upflow

Synchronize Upflow with Sage Intacct

Connect the solutions in 4 steps to upload your Sage Intacct information into Upflow and get your payment details sent back into your ERP!
D
Written by Dacha Kortes
Updated over a week ago
Salesforce

What happens to my contacts when I enable my Salesforce integration?

When reconciling your contact information from various sources, Upflow will follow certain rules.
D
Written by Dacha Kortes
Updated over a week ago

How to enable my Salesforce integration?

Configure your Salesforce integration to automatically update your contacts and assign your account managers in Upflow.
D
Written by Dacha Kortes
Updated over a week ago