
When this happens...

Automatically do this!
Update Item
Create Payment
Create Item
Create Contact
Create Receipt
Get Receipts
Get All Invoices
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new invoice is created in Reckon One.
Triggered when a new payment is recorded in Reckon.
Triggered when a new receipt created in Reckon One.
Triggers when a new customer adjustment note is created.
Triggers when new contact is created.
Triggers when new item is created in Reckon One.
Action is the task that follows automatically within your SQL Server integrations.
Execute any query on SQL Server Database
Insert a row in SQL Server Database
Update row in SQL Server Database Table
Find a row via query in SQL Server Database table
Find a row in SQL Server Database
Perform Upsert (Create or Update) operation in any SQL Server Database table.

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To start, connect both your SQL Server and Reckon One accounts to viaSocket. Once connected, you can set up a workflow where an event in SQL Server triggers actions in Reckon One (or vice versa).
Absolutely. You can customize how SQL Server 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 SQL Server 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 SQL Server 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.
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.
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