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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.
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
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!
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
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
Written by
Jean-Malo
Updated over a week ago
Stripe Billing and Upflow
How to connect my Stripe Billing Account to Upflow?
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
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
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
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
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
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.
Written by
Arnaud
Updated over a week ago
Chargebee dedicated collection keys
Use Chargebee hosted pages in your collection emails.
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?
Written by
Jean-Malo
Updated over a week ago
How to connect my Netsuite account to Upflow?
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