Integrations

API

• How to Generate a Customer Portal URL via API
• How to update an invoice PDF via API
• How to delete a payment imported via the UI or API
• Integrating with the Upflow API

General

• Do you have a customer that isn’t synchronized?

Apps and CRM

• Connect Upflow with Slack
• Connect Salesforce to Upflow
• How to import collection emails in Salesforce?

Netsuite and Upflow

• Online payments sync for Netsuite
• How to connect my Netsuite account to Upflow?

Stripe Billing and Upflow

• How to connect my Stripe Billing Account to Upflow?

Zuora and Upflow

• How to set up your integration between Upflow and Zuora.

Chargebee and Upflow

• Chargebee and Upflow: FAQ
• Chargebee dedicated collection keys
• How to add more Chargebee Custom Fields?
• How to set up a Chargebee integration?

QuickBooks and Upflow

• How to connect Upflow to QuickBooks?
• QuickBooks and Upflow: FAQ
• Upflow-Quickbooks Online integration overview

Xero and Upflow

• How do I connect Upflow to Xero?
• Xero and Upflow: FAQ

Sage Intacct and Upflow

• Synchronize Upflow with Sage Intacct

Legacy: Invoice Pipeline

• Link a credit note to an invoice [Legacy only]