Import customer list?
Ben McLean
Member Posts: 1 ✭
I am migrating to Reckon One from another system. Is it possible to import a contacts list, say, from a .csv file?
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Comments
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Hi Ben,
welcome to Reckon community,
I would suggest visit the link below and see if you are eligible for the free data conversion.
https://www.reckon.com/au/data-conversion/
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Is there another way to import customers? I am not converting from another platform, I have 45 new customers I wish to import them from rather than entering them manually.0
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Hi Andrew,
Currently, Reckon One does not have a user-accessible contact list import function.
If you have a list of contacts in a CSV format, contact the Migration Team who will be able to assist you.
https://www.reckon.com/au/data-conversion-form/
Regards,
Reckon Data Recovery TeamRegards,
Reckon Data Recovery Team
How to ask good questions on the Reckon Community
Data Services Tip - Try this first before requesting a data service
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