Reckon Accounts Hosted Connection
See the Connector Marketplace topic. Please request your administrator to start a trial or subscribe to the Premium Reckon Accounts Hosted connector.
Reckon Accounts Hosted is a cloud-based accounting software solution offered by Reckon. It allows users to access and manage their accounting and financial data from anywhere, making it convenient for businesses and individuals to handle their finances online.
This topic describes how to authenticate to Reckon Accounts Hosted and configure any necessary connection properties in the Reckon Accounts Hosted connection connector.
Connection Configuration
Each connection property available in the Reckon Accounts Hosted connector is explained below.
Connection Name
The name of the connection to be created should be provided. This is the name that will display on the list of available connections.
Company File
The path to the company file.
The simplest way is to query the UserFiles view: SELECT * FROM UserFiles
. Copy the value from the FilePath column and paste it here.
Alternatively, you can get the path by opening your company file in Reckon Accounts Hosted and pressing Ctrl 1 (Product Info). You can then click the Copy button and paste it here.
Subscription Key
The subscription key used to authenticate to Reckon Accounts Hosted.
If you have signed up for the Reckon Accounts Hosted API you should have received an email inviting you to join the Reckon portal on the Azure platform http://reckonproduction.portal.azure-api.net/
.
Once you have signed in, in your profile you will have access to two API Keys. Copy one of them here.
Country Version
To connect to a Hosted company file, you will need to pass the appropriate value in the CountryVersion.
You can get this value by querying the view SupportedVersions: SELECT * FROM SupportedVersions
User
The company file’s username.
Ensure the user has Full Access as the assigned role. This is due to the nature of the Accounts SDK which is being used.
Password
The company file’s password.
Despite what it displays in the Reckon Accounts UI, a password is not optional and must be set.
Client ID
The client Id assigned when you register your application with an OAuth authorization server.
Client Secret
The client secret assigned when you register your application with an OAuth authorization server.
Refresh Token
The OAuth refresh token for the corresponding OAuth access token.
Enable SSL
Option for creating the connection with SSL enabled.
Upload Keystore File
Option to upload keystore file.
Add Configuration: Additional properties can be added using this option as key-value pairs.
After entering all the details, click on the TEST button.
If the connection service identification and authentication details are provided correctly, a success message stating “connection available” is generated.
Click on the CREATE button to save the changes.
If the details are incorrect or the server is down, you will get a message “Connection unavailable”.
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