Connect Microsoft Excel and Reckon One to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Microsoft Excel
Choose an Action
Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
Ready to use Microsoft Excel and Reckon One automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Invoice
Triggered when a new invoice is created in Reckon One.
New Payment
Triggered when a new payment is recorded in Reckon.
New Receipt
Triggered when a new receipt created in Reckon One.
New Customer Adjustment Note
Triggers when a new customer adjustment note is created.
New Contact
Triggers when new contact is created.
New Item
Triggers when new item is created in Reckon One.
Do thisActions
Action is the task that follows automatically within your Microsoft Excel integrations.
Find Row
Find a Row in a table by column and value
Create Spreadsheet
Create a New Spreadsheet
Update Row
Update Row
Update Item
Updates an existing item.
Create Payment
Creates a new 'money out' payment, with optional ability to assign the payment to an existing bill.
Create Item
Creates a new item.
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Step by step guides to integrate Microsoft Excel and Reckon One
Frequently Asked Questions
To start, connect both your Microsoft Excel and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Excel triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how Microsoft Excel data is recorded in Reckon One . This includes choosing which data fields go into which fields of Reckon One , setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Excel and Reckon One typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Excel and Reckon One . For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Excel
Microsoft Excel is a spreadsheet program included as part of the Microsoft Office suite of applications. It allows users to organize, format, and calculate data with formulas using a spreadsheet system broken up by rows and columns
Learn MoreAbout Reckon One
Reckon One is a comprehensive accounting and bookkeeping software designed to streamline financial management for businesses of all sizes. It offers a range of features including invoicing, expense tracking, payroll management, and financial reporting to help businesses maintain accurate and up-to-date financial records.
Learn More
