Upflow

Jean-Malo

Dacha Kortes

Arnaud

Integrations

An invoice, payment, or credit note is not up to date on Upflow.

Do you have a customer that isn’t synchronized?

Discover how you can import Custom fields from your system to your Upflow platform

How to import more information into Upflow?

Samantha Semuhin

General

Connect your Zuora account with your Upflow platform following these steps!

How to set up your integration between Upflow and Zuora.

Zuora and Upflow

A quick guide to help you set up your QuickBooks integration

How to connect Upflow to QuickBooks?

This article sums up the frequently asked questions on our integration with QuickBooks

QuickBooks and Upflow: FAQ

QuickBooks and Upflow

How to connect my Stripe Billing Account to Upflow?

This article sums up the frequently asked questions on our integration with Stripe Billing

Stripe Billing and Upflow: FAQ

Stripe Billing and Upflow

A quick set-up guide to help you integrate Xero into Upflow

How do I connect Upflow to Xero?

This article sums up the frequently asked questions on our integration with Xero

Xero and Upflow: FAQ

Xero and Upflow

A quick set-up guide to help you integrate Chargebee into Upflow

How do I connect Upflow to Chargebee?

How to set up a Chargebee integration?

This article sums up the frequently asked questions on our integration with Chargebee

Chargebee and Upflow: FAQ

Discover how to import custom fields into your Upflow platform for a streamlined and more efficient collection process.

How to add more Chargebee Custom Fields?

Use Chargebee hosted pages in your collection emails.

Chargebee dedicated collection keys

Chargebee and Upflow

How to assign the role to the user in Netsuite?

Oracle Netsuite: setting up your integration

Let’s take 10 minutes to connect your Netsuite instance to your organization so you can initiate  your cash collection!

How to connect my Netsuite account to Upflow?

Working on multiple deals with the same customer? Your workflows can reflect it, communicating at a project level rather than a client one!

Can I set my collection at a Netsuite project level?

Netsuite and Upflow

Connect the solutions in 4 steps to upload your Sage Intacct information into Upflow and get your payment details sent back into your ERP!

Synchronize Upflow with Sage Intacct

Sage Intacct and Upflow

When reconciling your contact information from various sources, Upflow will follow certain rules.

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

Configure your Salesforce integration to automatically update your contacts and assign your account managers in Upflow.