Excel Add-In for Reckon
Read, Write, and Update Reckon Data from Excel
The Reckon Excel Add-In is a powerful tool that allows you to connect with live data from Reckon directly from Microsoft Excel. Use Excel to read, write, and update Reckon Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
Install the Add-In, configure your Reckon connection, and go!
Other Drivers
Your Reckon Data, Your Way!
The Excel Add-In for Reckon provides the easiest way to connect with Reckon data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live Reckon tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.
Bi-Directional Access To Live Reckon Data From Excel
The Excel Add-In for Reckon is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.
Easy-To-Use, Straightforward Configuration:
- Install the Add-In
- Login with User & Password
- Select Tables
Installing the CData Reckon Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to Reckon data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.
Select Tables and Columns
Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live Reckon Data.
Reckon Data With The Full Power of Excel
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete Records.
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Frequent Reckon Excel Connectivity questions
Common questions about integrating Reckon with Microsoft Excel.
How do I connect Reckon to Excel?
The Reckon Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the Reckon Excel Add-In creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection to any data source. Once the Reckon Excel integration is configured, just select a table from Reckon and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export Reckon to Excel?
Configuring a Reckon export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The Reckon Add-In provides live direct connectivity to Reckon and does not require a Reckon Excel export. Simply click the Refresh button from the Excel Reckon plugin and the tool will download Reckon to excel instantly.
Is it possible to edit Reckon data from Excel?
Our integration enables live, bi-directional access to Reckon data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to Reckon — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. Your 30-day free trial of the Reckon Excel Connector will begin as soon as you have downloaded the Reckon Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the Reckon Excel Connector.
Start your trial today: Reckon Excel Add-In free download.
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Download the Reckon Excel Add-In
Building custom dashboards & reports that connect with live Reckon data has never been easier. Download the CData Excel Add-In for Reckon now, and get connected.