1. Set up properties in Ordermentum
*the values for each of those properties can easily be found by exporting the past 30 days of sales
Property name | Property type: | Attach to: |
reckon_account_trns | Dropdown | Orders, Customers |
reckon_class | Dropdown | Orders, Customers |
reckon_freight_account_name | Dropdown | Orders, Customers |
reckon_transtype | Dropdown | Orders, Customers |
reckon_terms | Dropdown | Orders, Customers |
reckon_shipvia | Dropdown | Orders, Customers |
reckon_rep | Dropdown | Orders, Customers |
reckon_print | Dropdown | Orders, Customers |
reckon_account | Dropdown | Orders, Customers |
reckon_name | text field | Orders, Customers |
2. Ask your Customer Success Manager to have the Reckon Order line Item file available on your platform
3. At EOD, export the file and import it into Reckon.