Import customer list?

Ben McLean

I am migrating to Reckon One from another system.  Is it possible to import a contacts list, say, from a .csv file?

Jay Jay

Hi Ben, 
welcome to Reckon community, 
I would suggest visit the link below and see if you are eligible for the free data conversion. 
https://www.reckon.com/au/data-conversion/

Andrew Ross

Is there another way to import customers? I am not converting from another platform, I have 45 new customers I wish to import them from rather than entering them manually.

Datarec

Hi Andrew,

Currently, Reckon One does not have a user-accessible contact list import function.
If you have a list of contacts in a CSV format, contact the Migration Team who will be able to assist you.

https://www.reckon.com/au/data-conversion-form/


Regards,

Reckon Data Recovery Team