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MIGRATION: How to securely send a data file to the Reckon Migration Team

Data RecData Rec Reckon Staff Posts: 796 ✭✭

Use the steps below to send a file to the Reckon Migration Team


IMPORTANT: 

Do not send a file unless you have been instructed to do so.

If you have not yet requested a data service, please do so by clicking the link below.

Submit a request for a Reckon Migration service 




The recommended default method is to use the Reckon A3 file sending service.


Make sure to follow all of the instructions when dropping off the file using Reckon A3

1. Go to https://a3.reckon.com





2. Click on Drop-off button

You will now see the Information about the Sender screen.

Make



IMPORTANT

In the "Your name" field, enter your name OR the conversion reference that you have been assigned. 

In the "Your organisation" field, enter your company name and conversion reference that you have been assigned.

The conversion reference would be in the subject line or body of the emails we send you.

It is made up of the following elements.

<Your company name> (<Source accounting software> to <destination accounting software>)

Example: 

"The Red Bike Company (MYOB to Reckon One)"

"The Red Bike Company (Xero to Reckon One)"

"The Red Bike Company (Reckon One to Reckon Accounts Hosted)"

If you do not enter a valid conversion reference, it can result in delays processing your case.


Enter your valid email address. (Double-check this for accuracy.)


TAKE NOTE OF THE DETAIL TO ADD IN THE Your Name FIELD


In the "Your name" field, enter your name AND the valid conversion reference that you have been assigned 


Then click the Send confirmation button



3. The following screen will be displayed and you will receive an email coming
from the Reckon A3 service that contains a URL link that you will use send your
file(s).



You should then receive the email from "Reckon A3" with the subject line "[Reckon A3] You are trying to drop-off some files"


When you open that message it will look similar to the example below.


4. Once you have clicked on the link, you will be directed to the Reckon A3 site



Enter "Reckon Migration Team" in the Name field (optional)

Enter [email protected] in the Email field 

Then simply click the Add & Close button


If you want to send a copy to your self, just to confirm that it does get sent, you can click the green + icon (as shown above) in the‘To:’ field section.

Then add your own email details
Then click the Add & Close button





5. In the Short note to the Recipients field enter the information such as your company name and conversion reference number

It is important that you include your company name and conversion reference number which you have been assigned. If you do not include these it will result in delays processing your file.




6. Click on the Click to Add Files or Drag Them Here button.




A window titled Open will appear
  1. You will need to navigate to the drive/folder where your files are located
  2. When you have selected your file, click the Open button
  3. Repeat the process when sending multiple files
  4. Once you have selected all the files you want to submit, click on Drop off files button
  5. If you are sending more than two files, repeat the same process.








If you have followed the steps, the Reckon Migration Team should receive the notification email.


IMPORTANT: You should also receive a 'success' confirmation email if the file was uploaded successfully. 

If you did not receive an email confirmation then the file did not upload correctly.

If and when the Reckon Migration Team has retrieved your file, you will also receive a notification email.



Regards,

Reckon Data Recovery Team

You can request assistance via the case request web form below.

https://www.reckon.com/au/data-services-request/

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