Reckon One Integrations

A marketing list is a critical tool for engaging with your customers.

• Let your customers know when new products come out.
• Let your customers see what you go through in building your business.
• Feature your customers to your other customers.

With this Zapier integration, you can automate the creation of your MailChimp subscriber list as you save your customers details into Reckon One. That way, you don't need to manually transfer contacts one by one.

How this Integration Works

1. A new contact is added to Reckon One
2. Zapier subscribes this contact to a designated MailChimp list

What you need

• Mailchimp account with an email list
• An active Reckon One book

Keeping across every sale and payment in your accounting application is near impossible if you aren't controlling the books... after all you should be working on your business not in your business right ;-) With this Zapier integration, you automatically receive Gmail messages whenever new payments (money in) are received in Reckon One. Perfect for avoiding those awkward client conversations when chasing payment for an invoice they've already paid.

How this Integration Works

1. A new payment (money in) is received in Reckon One
2. Zapier sends a Gmail message with details of the payment

What you need

• Gmail account
• An active Reckon One book

Tags are utilised in Infusionsoft to segment your contacts into specific lists. You can use this functionality to trigger Zapier to automatically create new Reckon One customer from Infusionsoft contacts when they are tagged with a specific tag.

How this Integration Works

1. A specific Infusionsoft tag is added to a contact
2. Zapier adds that contact to Reckon One as a new customer

What you need

• Infusionsoft account and specific tag created
• An active Reckon One book

Keeping your customer data updated is always a problem when combining multiple applications into your business ecosystem. However, with the Zapier-Reckon One integration you can now automatically ensure your different payment and accounting tools, such as Stripe and Reckon One, are kept up-to-date. Once this Zap is turned on, new Stripe customers will automatically be added to Reckon One as contacts. This is particularly important when matching Stripe charges to Reckon One invoices.

Note: This Zapier integration does not create Reckon One customers from existing Stripe based payments. It only picks up on customers created in Stripe after this Zap is turned on.

How this Stripe-Reckon One integration works

1. A new customer is created in Stripe
2. Zapier creates a contact in Reckon One

Apps involved

• Stripe
• Reckon One

Duplication of data entry is inefficient and can lead to data errors. Let this Reckon One / Zapier integration remove that pain point by automatically adding info Reckon One whenever a new row with a contact is created in Google Sheets.

Note: This Zapier integration doesn't import existing contacts from your Google Sheet, only new contacts after you've set up the Zap.

How this Google Sheets - Reckon One integration works.

1. A new contact is added to a row in Google Sheets
2. Zapier creates that contact in Reckon One

Apps involved

• Google Sheets
• Reckon One

When that opportunity becomes a reality it's time to start invoicing or creating that quote. To do that you'll need the lead's details in your accounting software. That's no longer a tedious task with the help of Zapier. When the lead is converted to an account in SharpSpring the contacts details are sent to your Reckon One book automatically. No double-entry. No typos. No worries.

Note: This Zapier integration does not import already existing SharpSpring accounts into Reckon One, only new accounts after you have completed the set-up.

How this SharpSpring-Reckon One integration works

1. When a new account is created in SharpSpring
2. Zapier creates a customer contact in Reckon One

Apps involved

• SharpSpring
• Reckon One

Selling stuff is fun. Getting paid is even more fun. Then comes the data entry to add your Shopify orders to your accounting software. That's less fun!

Zapier + Reckon One now makes that a whole process a lot easier by creating a sales receipt (receive money in) in Reckon One every time a new order is created and paid in Shopify.

How this Integration Works

1. A new order is paid in Shopify
2. Zapier creates a receipt (money in) for that payment in Reckon One

What You Need

• Shopify account
• An active Reckon One book

As soon as a shopper saves their details in your Shopify store you want to ensure those details are captured in all of your systems. But what if Shopify doesn't connect to your accounting application? That's where Zapier steps in. Once activated, a new contact will be created in Reckon One whenever a new customer is created in Shopify automatically.

Note: This Zapier integration does not import already existing Shopify customers into Reckon One. Only new Shopify customers are created after you've completed the set-up.

How this Shopify-Reckon One integration works

1. When a customer adds their details to Shopify
2. Zapier creates a new contact as a customer in Reckon One

Apps involved

• Shopify
• Reckon One

Capturing sales from Stripe is literally only one side of the ledger. The other side is the transaction fees charged by Stripe as a cost of doing business. The good news is, these are generally an expense if you are running a business, and hence claimable for taxation purposes.

You, therefore, should record these fees in your accounting application, but how? That's where Zapier can help, by automatically creating the fee in Reckon One every time you charge your customer.

Note: This Zapier integration does not import already existing transaction fees in Stripe, only new fees after you've completed the set-up.

How this Stripe-Reckon One integration works

1. A customer is charged in Stripe
2. Zapier creates that transaction fee in Reckon One as a payment

Apps involved

• Stripe
• Reckon One

It can take time to create invoices, typing all of the information from WooCommerce by hand. This automation will create an invoice in Reckon One whenever you have a new WooCommerce order, saving you time and energy!

Note: This Zapier integration does not import already existing orders from WooCommerce into Reckon One, only new orders after you have completed the set-up.

How this WooCommerce-Reckon One integration works

1. A new order is created in WooCommerce
2. Zapier creates an invoice in Reckon One

Apps involved

• WooCommerce
• Reckon One

Ensuring invoices are assigned to the correct customers is essential for debtor management. Zapier automates this process by sending new customer details from WooCommerce to Reckon One. No errors. No double-handing. No worries.

Note: This Zapier integration doesn't import already existing WooCommerce customers, only new customers after you have completed the set-up

How this App-App integration works

1. A new customer is created in WooCommerce
2. Zapier creates a new customer contact in Reckon One

Apps involved

• WooCommerce
• Reckon One

When you have a Shopify store you naturally sell a product or service, however translating your sales into meaningful data in your accounting app isn't always that easy. Now thanks to Zapier your Shopify products can be automatically created in Reckon One to facilitate item sales reporting.

Note: This Zapier integration doesn't import already existing Shopify products into Reckon One, only new products after you've completed the set-up

How this Shopify-Reckon One integration works

1. A new product is created in Shopify
2. Zapier creates that new product in Reckon One

Apps involved

• Shopify
• Reckon One