In CreataCRM
Lead and opportunity management, quotes, and sales orders. Convert quotes to invoices, and convert sales orders to invoices, inside CreataCRM.
Keep Reckon One for your accounting. Add more to your business with CreataCRM.
Already using Reckon One? Keep the accounting system you know and extend it with powerful CRM, sales management, quotes, sales orders, job management, inventory visibility and automation. CreataCRM connects your business operations with Reckon One, reducing double handling and helping your team work from one connected system.
CreataCRM complements Reckon One. It does not replace it. Reckon Hosted is a separate integration.
Keep your Reckon One accounting system and extend it with CreataCRM's business management features.
Reckon One stays your accounting system. CreataCRM adds the customer, sales, job and inventory work around it.
Import Reckon One customers, contacts and suppliers, then manage the relationship in CreataCRM.
Run the sale in CreataCRM. The invoice is what goes to Reckon One.
Plan tasks and progress in CreataCRM, including on mobile, then invoice through Reckon One.
See imported items, quantities on hand, average cost, reorder points and low stock beside your sales work.
Complete an assembly request and send the quantity change to Reckon One as a stock adjustment.
Background sync, a manual run when you need it, and settings for each Reckon One book.
A Reckon One CRM integration keeps accounting where it already is. Most master data comes from Reckon One into CreataCRM. Sales invoices go the other way, from CreataCRM to Reckon One.
Company record with Reckon One sales and item invoices
Import customers from Reckon One into CreataCRM, along with contacts and suppliers. Linked records stay updated through synchronisation, so the team can work the relationship without re-keying the account.
Company view in CreataCRM after the Reckon One customer is linked
Reckon One sales order management starts in CreataCRM. Quotes and sales orders are CreataCRM sales workflows. They are not synchronised directly to Reckon One. The invoice created from that work is sent to Reckon One, and Reckon One handles the accounting side.
Sale in CreataCRM with the invoice sent to Reckon One
Lead and opportunity management, quotes, and sales orders. Convert quotes to invoices, and convert sales orders to invoices, inside CreataCRM.
Create the invoice in CreataCRM and send it to Reckon One. View imported Reckon One invoices and invoice lines back in CreataCRM.
The sales invoice is the accounting document. Assembly stock is a separate quantity adjustment. Neither path replaces Reckon One.
CreataCRM
Reckon One
Inventory
Link customers, sales, quotes and jobs in CreataCRM. Tasks, staff assignments and job progress stay with the same customer record, and staff can open job details on a mobile device. When a supported CreataCRM workflow creates an invoice, that invoice can be sent to Reckon One.
Job progress in CreataCRM. Accounting stays in Reckon One.
Import Reckon One products, services and inventory items into CreataCRM. Sales and operations can see stock information beside the quote, order or job.
Quantities on hand in CreataCRM from imported Reckon One items
Define and manage product assemblies in CreataCRM. An Assembly Request builds the finished product, then CreataCRM sends a Reckon One stock adjustment: component quantities go down and the finished-product quantity goes up. Each assembly stays linked to that Reckon One stock adjustment.
Deduct the required component quantities in Reckon One and increase the finished-product quantity in Reckon One.
Stock quantity adjustments through the Reckon One API have been created and tested. Inventory cost preservation and accounting valuation are not part of this confirmed result.
Each record type has its own direction.
Reckon One → CreataCRM
Imported from Reckon One and kept linked.
Reckon One → CreataCRM
Imported from Reckon One and kept linked.
Reckon One → CreataCRM
Imported from Reckon One and kept linked.
Reckon One → CreataCRM
Products, services and inventory details imported for sales and warehouse teams.
CreataCRM → Reckon One
Created in CreataCRM and sent to Reckon One for accounting.
Reckon One → CreataCRM
Imported Reckon One invoices and invoice lines can be viewed in CreataCRM.
CreataCRM → Reckon One
Quantity changes from a completed assembly request.
Reckon One → CreataCRM
Synchronised from Reckon One for use on CreataCRM documents.
Synchronisation can run in the background and can also be started manually. Settings are per Reckon One book, and more than one book can be connected. Supported linked records can be created or updated from that sync.
Customers, contacts, suppliers, items, inventory information, invoice visibility, tax rates and payment terms.
Sales invoices, and stock quantity adjustments from assembly requests.
These are CreataCRM capabilities available on the same customer record. They are not information synchronised with Reckon One.
Track the sale before an invoice exists in Reckon One.
Calls, notes and next steps stay on the CreataCRM customer.
Campaigns and email tools use the CreataCRM contact, not a Reckon One mail sync.
CreataCRM reporting on customers, sales and work in progress.
Task workflows and business automation configured in CreataCRM.
Customer and job detail on phone or tablet through CreataCRM Mobile.
Book a personalised demonstration of the Reckon One CRM Australia setup — customers, quotes, sales orders, jobs, inventory and the invoice that Reckon One keeps.