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how to find/get URL for Cdata driver into Reckon

SuzanneJa

How do I find out what the URL is for setting up CData connectivity to Reckon Hosted?

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Reeta Paudyal

Hi @SuzanneJa ,

Could you please clarify which option you are referring to? Are you mentioning CData Integration using API for Reckon hosted, or are you referring to the Super Clearing House (CFCS)?

If it is to register for FirstChoice Super clearing house. Please find our announcement below, where you can simply click on "Register your Interest" to proceed with the setup.

https://community.reckon.com/discussion/8102370/firstchoice-employer-super-clearing-house-for-reckon-accounts-hosted-users-is-now-available

I hope this helps and if you have any further questions please let us know.

SuzanneJa

No - That has nothing to do with my question..

Reeta Paudyal

@SuzanneJa ,

Apologies for the misunderstanding. Could you please clarify your specific goals regarding the integration ? This will help me provide more accurate and appropriate suggestion.

SuzanneJa

I want to extract TB by month in a single export for a nominated date range via excel to load into castaway (for budgeting and forecasting purposes). The Cdata excel connection for Reckon requires a URL where the Reckon Gateway is running..

How do I find out what this is?

Eric Murphy

You need to ask Cdata this. They need to tell you what url they're looking for

SuzanneJa

CData is asking me to define the URL for where the Reckon hosted accounts are - CData have no access to that information if they did, I wouldn't have to enter it into their connector).

It seems to me that-Reckon should be able to confirm this but their help team have been of little use.

I was hoping that this information might be visible within Reckon somewhere.

Datarec

Hi @SuzanneJa

The connection method should not need to have you provide any URL's

Connect Excel to Reckon Accounts Hosted | CData Connect AI for Spreadsheets Excel Add-In

The CData site indicates that:

Getting Started with the CData Excel Add-In for Reckon Accounts Hosted

Configure connections that just need your credentials and authentication
The CData Connection dialog opens. Enter the authentication details required for Reckon Accounts Hosted (OAuth, API token, credentials, etc.)

The CData Support would have the info you need since you are connecting the CData software to Reckon Accounts Hosted.

They have a searchable knowledgebase.

For example: Access Live Reckon Accounts Hosted Data in Excel (Desktop) through Connect Spreadsheets

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