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Other Provider

In Reckon Cloud POS, you can import your Customers and Inventory from other software. 

You will need to export the lists of Customers and Inventory to Excel and then follow Cloud POS's Excel template to map the data accordingly. Once you've mapped it, you can then import those lists into Reckon Cloud POS. 

To import a csv file of Customers/Inventory Items, perform the below steps:

Example of importing Inventory

  1. Go to INVENTORY in Reckon Cloud POS
  2. Click on Import
  3. This is where you can "Download" the template file
  4. Open the file in Microsoft Excel and then enter the data for the specific fields

Field Name

Description

Mandatory?

Item Name

Name of the Item

Mandatory

Item SKU

Enter barcode (required field, enter any unique number if the item doesn't have any barcode)

Mandatory

Supplier name

Enter supplier's name (if applicable)

Optional

Supplier Cost

Cost of the item (Enter 0 if there's no cost)

(please note not to include the $ symbol in the price)

Mandatory

Tax Rate

Enter the rate only. Eg: 10 for 10%

(Please note not to enter the % symbol)

Optional

Retail Price

Selling price (Enter 0 if there's no price)

(please note not to include the $ symbol in the price)

Mandatory

Qty In Stock

Enter Quantity on hand (stock level)

Optional

Available for preorder (0 or 1) 

Enter 1 for yes and 0 for no

Mandatory

Category 1st level

Enter the name of the 1st level Category if you want to utilise layers/groups for items

Optional

Category 2nd level

Enter the name of the 2nd level Category if you want to utilise layers/groups for items

Optional

Category 3rd level

Enter the name of the 3rd level Category if you want to utilise layers/groups for items

Optional

Available in store (0 or 1)

Enter 1 for yes and 0 for no

Mandatory

Available online (0 or 1)

Enter 0

(Not applicable yet)

Mandatory

Show in featured (0 or 1)

Enter 0

(Not applicable yet)

Mandatory

Mark as new (0 or 1)

Enter 0

(Not applicable yet)

Mandatory

  1. Once your file is saved, go back to Reckon Cloud POS, then click on Import again and select the saved file.
  2. You have 2 options here to choose from:
    1. Add/update the entries as they get uploaded to your Reckon Cloud POS Store, or
    2. Delete all of the current Inventory items and add the ones from your uploaded file.
  3. Click on Import to start importing the Inventory items.

 

Example of importing Customers

  1. Go to CUSTOMERS in Reckon Cloud POS
  2. Click on Import
  3. This is where you can "Download" the template file
  4. Open the file in Microsoft Excel and then enter the data for the specific fields

Field name

Description

Mandatory?

First Name

First name of the Customer

Mandatory

Last Name

Last name of the Customer

Optional

Phone

Phone number of the Customer

Optional

Second Phone

Another phone number of the Customer

Optional

Mobile

Mobile number of the Customer

Optional

Second Mobile

Another mobile number of the customer

Optional

Fax

Fax number of the Customer

Optional

Email

Email address of the Customer

Optional

Address

Address (street/PO Box etc.) of the Customer

Optional

City

Suburb of the Customer's address

Optional

State

State of the Customer's address

Optional

Zipcode

Post Code of the Customer's address

Optional

Country

Country of the Customer's address

Optional

Shipping Address

Shipping Address (street/PO Box etc.) of the Customer

Optional

Shipping City

Suburb of the Customer's Shipping address

Optional

Shipping State

State of the Customer's Shipping address

Optional

Shipping Zipcode

Post Code of the Customer's Shipping address

Optional

Shipping Country

Country of the Customer's Shipping address

Optional

Facebook

Customer's Facebook account link

Optional

Twitter Handle

Customer's Twitter account link

Optional

Date of Birth (dd/mm/yyyy)

Date of Birth of the Customer in dd/mm/yyyy format

Optional

Gender (m or f)

Gender of the Customer

Optional

Comment

Any comments/notes for the Customer record

Optional

  1. Once your file is saved, go back to Reckon Cloud POS, then click on Import again and select the saved file.
  2. If you want to delete the existing Customers in your Reckon Cloud POS, select "Delete the existing customers and replace it with the new file
  3. Click on Import to start importing the Customer/s.

How did we do?

Integration with POS from Desktop to Hosted

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