Connect Excel to Reckon Accounts Hosted
Read, write, and update Reckon Accounts Hosted data from Excel
Connect with live Reckon Accounts Hosted data directly from Microsoft Excel. The free Excel Add-In for CData Connect AI for Spreadsheets gives you real-time access to Reckon Accounts Hosted data, right from the Excel tool bar.
Install the Add-In, configure your Reckon Accounts Hosted connection, and go!
Discover what's possible with your Reckon Accounts Hosted data in Excel
Real-time, seamless access to data removes the burden of manual data entry in Excel.
Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.
Integrate data and manage connections with no code or special skills required.
Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.
Real-time access to Reckon Accounts Hosted data from Excel
Get started
Get started in 3 simple steps
- Install the Excel Add-In — After installation look for the CData Connect AI for Spreadsheets button on the Excel Ribbon.
- Configure your Reckon Accounts Hosted connection — Click on the Connect Spreadsheets add-in from within Excel to setup an account and configure a connection to Reckon Accounts Hosted.
- Run your first query — Select any Reckon Accounts Hosted data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Automation
Automate your workflow
Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.
Insights
Bring data to life in Excel
Bring your Reckon Accounts Hosted data into Excel for up-to-date insights with Connect Spreadsheets. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.
Analysis
Reckon Accounts Hosted reporting, analysis, and data manipulation
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel-based data analysis, and more!
- Modify and delete records and push updates back to Reckon Accounts Hosted
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
FAQs
Frequent Reckon Accounts Hosted Excel connectivity questions
Common questions about integrating Reckon Accounts Hosted with Microsoft Excel.
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Get the Excel Add-In for Reckon Accounts Hosted
Building custom dashboards & reports that connect with live Reckon Accounts Hosted data has never been easier. Get the CData Excel Add-In for Reckon Accounts Hosted now, and get connected.