Import sales order into Reckon

RolandShillam
RolandShillam Member Posts: 2 Novice Member Novice Member
in Accounts Hosted

Is there any way to upload an existing sales order file (.csv/.iif/etc) into Reckon Accounts Hosted?

Answers

  • Lucas
    Lucas Reckon Staff Posts: 253 Reckon Staff
    edited September 18

    Hi @RolandShillam,

    I don't believe that is possible due to the Sales order having the same identifier as others in the company file. You would need to modify the file and change the sales order number.

    Could you please let me know why you want to upload a pre-existing sales order into your company file, could I please have further clarification on what you are trying to do exactly?

    Thank you and speak soon.

    Lucas

  • RolandShillam
    RolandShillam Member Posts: 2 Novice Member Novice Member
    https://community.reckon.com/discussion/comment/20649368#Comment_20649368

    Hi @Lucas,

    Our orders are generated and handled on our own website. Ideally, we want to export orders from our website and import them into Reckon for invoicing.

    Is there any kind of API/Extension support that would make this possible on Reckon's end of things?

  • Rav
    Rav Administrator, Reckon Staff Posts: 16,321 Reckon Community Manager Community Manager

    @cosmic @PhuongDo

    Just tagging you both in case you may have an integration option that could help @RolandShillam that you could share?

    Reckon.png

    🎉 Get rewarded for contributing to the Reckon Community! Learn how you could get a $100 gift voucher each month HERE.

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,107 Reckon Star Reckon Star
    edited September 18

    YES, it can be done , but then as Lucas said you will change the SO # of each then bulk post it .

    CHECK my Videos on bulk bills export same concept

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • PhuongDo
    PhuongDo Reckon Developer Partner Posts: 316 Reckon Star Reckon Star
    https://community.reckon.com/discussion/comment/20649369#Comment_20649369

    Hi @RolandShillam, I have a cloud-based solution that helps import orders from storefronts into Reckon Hosted. You might not need to do any manual job (ie, export data out of your site). It can be fully automated. Please let me know if you are interested to learn more about it.

    Thanks,


    Phuong Do / Reckon Developer Partner

    phuong@cactussoftware.com.au

    https://free.beanwiz.com.au/
    https://www.youtube.com/watch?v=O61SfV2bte8


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