What this integration does
The Allo-Pennylane integration enriches your calls with accounting data. When customers or suppliers call, see their company name, job title, and total invoiced amount instantly. Perfect for French businesses using Pennylane for accounting. Key benefits:- Automatic customer and supplier recognition
- Call enrichment with accounting data
- Contact sync from Pennylane to Allo
- Direct access to Pennylane profiles during calls
This is a one-way sync: Pennylane contacts sync to Allo, but Allo contacts are not created in Pennylane.
Setup
1
Open Allo app
Launch Allo on mobile or desktop
2
Go to Integrations
Navigate to Settings > Integrations
3
Find Pennylane
Locate Pennylane in the integrations list and tap Connect
4
Sign in to Pennylane
You’ll be redirected to Pennylane to authorize the connection
5
Select company
If you manage multiple companies in Pennylane, select the one to connect
6
Authorize connection
Tap Autoriser to grant Allo access to your Pennylane data
7
Allow redirect
Tap Allow when prompted to return to Allo automatically
Setup is complete. Your Pennylane customers and suppliers will sync to Allo automatically.
How it works
Call enrichment
Customer info displays automatically when they call, including company name and total invoiced.
Contact sync
All Pennylane customers and suppliers import into Allo contacts automatically.
Profile access
One tap during a call opens the full Pennylane profile.
Automatic updates
New customers added to Pennylane sync to Allo within 10 minutes.
Call enrichment details
When a customer or supplier calls, you see:- Full name
- Company name
- Job title
- Total amount invoiced
- Direct link to Pennylane profile
Contact synchronization
Pennylane to Allo:All customers and suppliers sync automatically. New contacts appear within 10 minutes. Allo to Pennylane:
Contacts created in Allo are not synced to Pennylane. This prevents accidental data creation in your accounting system.
What syncs
- Pennylane to Allo
- Allo to Pennylane
From Pennylane to Allo:
- Customer and supplier names
- Phone numbers
- Email addresses
- Company information
- Job titles
- Total invoiced amounts
- Accounting status
Troubleshooting
Connection failed
Connection failed
Common causes:
- Incorrect Pennylane credentials
- Multiple company selection not completed
- Authorization denied
- Verify your Pennylane login credentials
- Make sure you selected a company if you manage multiple
- Try disconnecting and reconnecting
Contacts not syncing
Contacts not syncing
Wait for sync:
New contacts can take up to 10 minutes to appear in Allo.Check connection:
Verify the integration shows as “Connected” in Allo Settings.Phone number required:
Pennylane contacts must have a phone number to sync.
New contacts can take up to 10 minutes to appear in Allo.Check connection:
Verify the integration shows as “Connected” in Allo Settings.Phone number required:
Pennylane contacts must have a phone number to sync.
Customer info not showing during calls
Customer info not showing during calls
Verify phone number:
The calling number must match exactly what’s in Pennylane.Format differences:
Check that phone numbers are formatted consistently (with or without country code).
The calling number must match exactly what’s in Pennylane.Format differences:
Check that phone numbers are formatted consistently (with or without country code).
Wrong company data showing
Wrong company data showing
Multiple companies:
If you manage multiple companies in Pennylane, verify you connected the right one.Solution:
Disconnect and reconnect, selecting the correct company during setup.
If you manage multiple companies in Pennylane, verify you connected the right one.Solution:
Disconnect and reconnect, selecting the correct company during setup.
Need to reconnect
Need to reconnect
To reconnect the integration:
- Go to Settings > Integrations > Pennylane
- Tap Disconnect
- Follow the connection steps again
Manage your integration
Disconnect Pennylane
To disconnect the integration:- Open Allo app
- Go to Settings > Integrations
- Select Pennylane
- Tap Disconnect
Switch connected company
If you manage multiple companies in Pennylane:- Disconnect the current integration
- Reconnect and select a different company during authorization