Import CSV file with invoicing in to Reckon Hosted

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Michelle_9656470
Michelle_9656470 Member Posts: 31 ✭
edited August 2019 in Accounts Hosted
Can someone please help.  We are moving to online registrations for our training courses which is done via our CRM (Ontraport).  The developer has said the final step in the process is an export to a csv file, which I am to import in to my Reckon Hosted file.  I have been asked if I see any issues with this.

I have no idea if it is possible to import a csv into Reckon (which I am assuming has all the invoicing details from the online sales) ... this is so far out of my knowledge base ... please help someone!

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  • cosmic
    cosmic Reckon Developer Partner Posts: 1,075 ✭✭✭
    edited March 2019
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    Hello Michelle, Yes , using csv import  (iif) is possible , its  needs to be setup and fiddly and few attempts for sure. Graham Boast is quite an expert in this .
    I am sure he will be soon responding to your post.
    However, we have  tools or develop automated tools which hard  coded , but we nee to quote you a price.  This will do all as a program.

    See what response you get from this forum on your inquiry 

    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Michelle_9656470
    Michelle_9656470 Member Posts: 31 ✭
    edited March 2019
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    Thank you Chandra.  I have passed this on to the developer :)
  • Graham Boast
    Graham Boast Accredited Partner Posts: 331 Accredited Partner Accredited Partner
    edited March 2019
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    Hi Michelle

    Send me an email and I can assist you with the import format. If you can send me a screenshot of how you want the invoice to look in Reckon, that will assist both me and the developer

    Graham 0409317366 graham@reckonhelp.com.au

    Graham Boast | 0409 317366 | graham@reckonhelp.com.au

  • Graham Boast
    Graham Boast Accredited Partner Posts: 331 Accredited Partner Accredited Partner
    edited March 2019
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    You can!

    Graham Boast | 0409 317366 | graham@reckonhelp.com.au

  • cosmic
    cosmic Reckon Developer Partner Posts: 1,075 ✭✭✭
    edited March 2019
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    hi Kevin, we have done these type of work , we had a client Now wholly owned by AMP , we imported their csv sales invoice from 1000 to 2000  tax invoices in say  15 to 1hr but fully hard coded program. Sadly AMP had to move them to Sage so lost that client.
    AND BILLS of same number in also same duration .


    Cosmic Accounting Group

    Accountants and Tax Agents 22397009

  • Reece Harper
    Reece Harper Member Posts: 14 ✭
    edited March 2019
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    Hi Michelle,

    If I read this correctly. you need to import the a New customer ? and a invoice too ?
    You need the right customer, the right items if using items, also right stock if you are doing inventory..  CSV may be fine, but when the above doesnt work, you dont have much fun finding why that didnt work.  And a lot of phone calls, let alone, because the CSV file as """" marks in the name and alignment of the columns go crazy...  IF this is ongoing 

    See what the above guys come up,  but  we done this a few times with other clients, pushing mass sales invoices into Reckon Hosted. 2400 invoices/bills a month.  From CreataCRM, there is a lot to consider, and there is a few moving parts from our experience. 

    If its gets too hard, and its regualr,  we would use ONratrport API https://api.ontraport.com/doc/  to send to us, Making that coder very happy...  and create the invoices, as we have all your items and customers from Rechon Hosted and then send a invoice to Reckon Hosted http://integration.docs.creatacrm.com.au/ReckonHosted/pushing-invoices-to-reckon/push-an-invoice-to-reckon-v2.html

    In short, automate this process if its more than twice... 



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