Import customer list?

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  • Question
  • Updated 6 months ago
  • Answered
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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Ben McLean

  • 70 Points

Posted 11 months ago

  • 1
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Jay Jay, Employee

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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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Andrew Ross

  • 60 Points
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.
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Data Rec, Employee

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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 Team