Reckon Hosted Automation of Order Entries

donnamaro1 · October 14

I use Jotform to collect our wholesale orders and then I have to manually retype all the info in to Reckon

Is there some kind of automation (or AI agent) that can auto import into Reckon - using preset Item Codes for inventory

I spend way too much time on the daily retyping all the info

Datarec · October 14

One of our community members @PhuongDo or @cosmic may be able to assist you with a custom solution as they have developed custom software and software integrations.

Does your JotForm export some kind of CSV file that contains the info that gets collected?

Are you 're-creating' that info from Jotform into your Reckon Accounts Hosted company data file as a transaction like an invoice, bill, etc?

cosmic · October 14

Hi

If these orders are in PDF format, which i guess it is and then you are manually creating Tax Invoice, with multiple line items yes, CosmicBills can do it .

We need more info on this

You can call me on 0407068942

PhuongDo · October 14

Hi @donnamaro1,

I can build a solution to automatically read data from your JotForm (which I believe you currently use to collect client orders). This data can then be seamlessly imported into your Reckon system once it's set up.

If you're interested, feel free to email me at phuong@cactussoftware.com.au.

Thanks,

Phuong

donnamaro1 · October 14

https://community.reckon.com/discussion/comment/20659468#Comment_20659468

thank you, I think I have used your services quite a few years ago to sync shopify orders to reckon

For our wholesale orders we use Jotform, so that would need to sync across

donnamaro1 · October 14

I think I can at least get as a pdf, and yes then manually re-typing in as a Sales Order
all the ordered products need to be mapped across to Reckon item codes

PhuongDo · October 14

https://community.reckon.com/discussion/comment/20659471#Comment_20659471

Hi @donnamaro1, that's great :)

Since you’re using Jotform, it already supports an API connection that allows us to retrieve form data directly. This means you won’t need to manually export anything to CSV or PDF.

We can use my AutoSync app to automatically load the orders so you can review them before clicking Import. Alternatively, if the data is consistent and clean, we can fully automate the process, for example, when a Jotform record is marked as “approved,” it can automatically create a Sales Order in Reckon without any manual steps.

I hope it makes sense.

donnamaro1 · October 14

https://community.reckon.com/discussion/comment/20659473#Comment_20659473

oh if it was automatic that would be even better
do you have a video guide or link to your program that I can have a look at?

PhuongDo · October 14

@donnamaro1

The video in my email signature gives a quick overview of how the app works. It’s not exactly the same setup you’re after, but it should give you a good idea of the process:
https://www.youtube.com/watch?v=O61SfV2bte8&t=9s

In your case, instead of connecting to WooCommerce or Shopify, the app can be configured to connect directly to Jotform to pull order data.

For the first stage, we can start by manually pulling the orders and importing them into Reckon to make sure everything works as expected. Once the workflow is confirmed, we can fully automate the process so it runs quietly in the background, and you’ll receive an email notification if anything goes wrong.

Thanks,

PhuongDo · October 14

Hi @donnamaro1,

I understand what you’re after. To give you an accurate estimate, I’ll need to have a look at how your Jotform order data is structured and how you’d like to map the ordered products to your Reckon items.

I’ll reach out to you via email so we can go through the details and provide a ballpark quote for the project.

Thanks,

Phuong

donnamaro1 · October 14

https://community.reckon.com/discussion/comment/20659466#Comment_20659466

thank you, I think I can get them as pdf files
Would it be something I can test out by creating a guest account on cosmicbills and trying it out?

cosmic · October 14

Hi

Sorry I just saw your message late.

Can you call me on 0407067942.

Yes CosmicBills is fully automated

Look at concept at this website:

www.cosmicbills.com

Reckon Hosted Automation of Order Entries

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