CRM Integration

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cosmic
cosmic Reckon Developer Partner Posts: 1,082 ✭✭✭
edited September 2020 in Reckon Accounts (Desktop)
We have noticed, the use of CRMs like ZOHO, SugarCRM, Sales Force, has been increasing and there are lots of RA users .We are able to help if you are having problems and wish to integrate into RA. Can also look into zen cart integration. 

Cosmic Accounting Group

Accountants and Tax Agents 22397009

Comments

  • gazza73
    gazza73 Accredited Partner Posts: 803 Accredited Partner Accredited Partner
    edited February 2017
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    G'day Chandra.  Good suggestion, as you know from our discussions, we are very keen on integrating sugarCRM (and now suiteCRM) into RA environment,  for WORKFLOW opportunities, particularly for the Building/Construction Industry.  Its definitely a growing space

    Gary
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,082 ✭✭✭
    edited September 2018
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    Thanks Gary

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Patrick_7861800
    Patrick_7861800 Member Posts: 2
    edited December 2015
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    Hello Chandra

    Do you have any plans to develop CRM integration (specifically Sales Force) into Reckon One?

    Thanks,

    Patrick
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,082 ✭✭✭
    edited September 2018
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    Yes we can if there is some one keen we have api

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • mrsKLB
    mrsKLB Member Posts: 15
    edited November 2015
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    Hi Chandra,
    I'm certainly interested in the Zoho connection (light weight & economical for a small service business).
    We are just starting out and Zoho looks like it fits us. We are planning on expanding to Reckon Hosted.
  • Anne Ryan
    Anne Ryan Member Posts: 6
    edited December 2015
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    Can Reckon be integrated with Infusionsoft? Has anyone tried it?


  • cosmic
    cosmic Reckon Developer Partner Posts: 1,082 ✭✭✭
    edited September 2018
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    Its US based crm, i doubt they have open api, but if you are able to get into on excel or csv , we can automate into RA

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Anne Ryan
    Anne Ryan Member Posts: 6
    edited September 2020
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    Infusionsoft definitely integrates with Quickbooks but I'm not aware of anyone integrating with Reckon. It can import/export data in excel or CSV. I have an Infusionsoft consultant wanting a contact at Reckon to discuss this. Can I pass on your name, and telephone number please?
  • cosmic
    cosmic Reckon Developer Partner Posts: 1,082 ✭✭✭
    edited September 2018
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    YES, nearly all US based CRM integrates with Intuits accounting products.
    yes, no problems , you can give my info to ANY ONE requiring integration.We are Reckon Partners and developers.

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited December 2016
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    Hi Anne,

    Can you please contact me directly and I can let you know the current status of the InfusionSoft / Reckon integration and also clarify who you have been talking to at their end. Email community@reckon.com; Attention the email to Jason Hollis



    Kind regards,
    Jason