Supplier ID codes

  • 1
  • Question
  • Updated 1 year ago
We are trying to integrate ConnectWise (PSA system) with Reckon Accounts desk top. ConnectWise has Supplier ID codes and it appears Reckon does not. Is there a way to add 
Photo of Jonathan Lucas

Jonathan Lucas

  • 230 Points 100 badge 2x thumb

Posted 1 year ago

  • 1
Photo of Linda Putland

Linda Putland, Accredited Partner

  • 20,862 Points 20k badge 2x thumb
I would expect the Supplier ID code is the same as the supplier name in Reckon... you would need to amend all your supplier names to match those in ConnectWise... 
Photo of Data Rec

Data Rec, Employee

  • 9,516 Points 5k badge 2x thumb
A Custom Field, that is created and named "Supplier ID" may be an alternative.
Photo of Jason Hollis

Jason Hollis, Head of Product

  • 10,750 Points 10k badge 2x thumb
Linda and Data Rec are correct as both of these can be used. However it actually depends what ConnectWise are trying to look at/can look at with their API connection. They have integrated with us for many many years so they should know where the supplier ID needs to be stored in Reckon Accounts. In other words, if you use a custom field, and they are looking for the ID in the supplier name the integration will fail. 

Linda is more correct - we use the NAME as an ID in Reckon Accounts, however if you change this to an ID (like a number) then that will effect your view of suppliers in the supplier centre (they will be listed by code by default).

If Connectwise have a mapping tool then I would recommend using a custom field in Reckon Accounts, however it really depends on where you want that info to appear, and be used. 

At the end of the day we are flexible enough to handle multiple options to best suit your use case. 

Regards,
Jason