Overview
The Lyftron Provider for Reckon offers the most natural way to access Reckon data from Lyftron with ease and also enables to connect with BI, MDM & ML tools, Data warehouses, Databases and other SAAS based applications with zero code and zero infrastructure requirements. The provider wraps the complexity of accessing Reckon data into easy-to-integrate relational fully managed ANSI Sql format. Make faster and better business decisions with Lyftron’s Reckon data provider and automatically build your data migration pipelines in minutes, not months
The provider hides the complexity of accessing data and provides additional powerful security features, smart caching, batching, socket management, and more.
Key Features
- Comprehensive Delta load mechanism.
- Real-time access to Reckon.
- Comprehensive full support of ANSI Sql to query data with ease.
- Collaborative query processing.
Prerequisites
The user must have credentials for Reckon, Lyftron and your destination data warehouse, lake or database to perform the data pipeline operation with Lyftron
Establishing a Connection with Lyftron's Quickstart Steps
Create your Reckon connection with Lyftron by following the 5 easy steps show below:
Step1. Add your connection
Click on Connect section on the left panel → Click on Add Connection button
Step2. Select your connector
In the connector selection panel, search and click Reckon for your connection
Step3. Enter your connection details
In the Connection String section enter the values of the below parameters. The following connection string is required to establish Reckon connection with Lyftron.
User=[your_user];Password=[your_password];URL=[your_url];Key | Value | Field |
Connection Name | Enter your connection details | Required |
user | Your Reckon user | Required |
password | Your Reckon password | Required |
URL | Your Reckon URL | Required |
Logfile** | Use the logfile option to debug your job and provide your connection name to generate the log file. [ConnectionConfigurationPath]\Connection_name_log.tx | Optional |
Verbosity** | Choose verbosity 1-5 based on the severity of debugging | Optional |
** For more information, check the Lyftron logging and debugging section.
If you want more detailed information about how to establish a connection with Lyftron, click on Lyftron Connection Quick Start guide.
Step4. Test your connection
Once you are done entering your connection details, simply click on the Test Connection button to test the connectivity. In case your connection fails, add Logfile and Verbosity parameters and check the Lyftron logging and debugging section, to debug the error.
Step5. Save your connection
Hurray! Now you have successfully connected with the Lyftron Reckon connector and can utilize the connector to Extract, Warehouse, Analyze, Visualize and Share your data.
Data Model
The Lyftron Provider for Reckon models entities in the Reckon API as tables, views, and stored procedures. These are defined in schema files, which are simple, text-based configuration files.
API limitations and requirements are documented in this section; you can use the SupportEnhancedSQL feature, set by default, to circumvent most of these limitations.
Tables
The Lyftron Provider for Reckon models Item Listings in tables so that they can be easily queried, updated, and deleted. You can list items on your Reckon store by calling the AddItem stored procedure.
Views
Views are tables that cannot be modified. Typically, read-only data are shown as views.
Name | Type | Description |
Accounts | Tables | Create, update, delete, and query Reckon Accounts. |
BillExpenseItems | Tables | Create, update, delete, and query Reckon Bill Expense Line Items. |
BillLineItems | Tables | Create, update, delete, and query Reckon Bill Line Items. |
BillPaymentChecks | Tables | Create, update, delete, and query Reckon Bill Payment Checks. |
BillPaymentChecksAppliedTo | Tables | Create, update, delete, and query Reckon Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied. |
BillPaymentCreditCards | Tables | Create, update, delete, and query Reckon Bill Payments. |
BillPaymentCreditCardsAppliedTo | Tables | Create, update, delete, and query Reckon Bill Payment AppliedTo aggregates. In a Bill Payment, each AppliedTo aggregate represents the Bill transaction to which this part of the payment is being applied. |
Bills | Tables | Create, update, delete, and query Reckon Bills. |
BuildAssemblies | Tables | Delete and query Reckon Build Assembly transactions. |
BuildAssemblyLineItems | Tables | Create and query Reckon Build Assembly transactions. |
CheckExpenseItems | Tables | Create, update, delete, and query Reckon Check Expense Line Items. |
CheckLineItems | Tables | Create, update, delete, and query Reckon Check Line Items. |
Checks | Tables | Create, update, delete, and query Reckon Checks. |
Class | Tables | Create, delete, and query Reckon Classes. |
CreditCardChargeExpenseItems | Tables | Create, update, delete, and query Reckon Credit Card Charge Expense Line Items. |
CreditCardChargeLineItems | Tables | Create, update, delete, and query Reckon Credit Card Charge Line Items. |
CreditCardCharges | Tables | Create, update, delete, and query Reckon Credit Card Charges. |
CreditCardCreditExpenseItems | Tables | Create, update, delete, and query Reckon Credit Card Credit Expense Line Items. |
CreditCardCreditLineItems | Tables | Create, update, delete, and query Reckon Credit Card Credit Line Items. |
CreditCardCredits | Tables | Create, update, delete, and query Reckon Credit Card Credits. |
CreditMemoLineItems | Tables | Create, update, delete, and query Reckon Credit Memo Line Items. |
CreditMemos | Tables | Create, update, delete, and query Reckon Credit Memos. |
CustomerMessages | Tables | Create, delete, and query Customer Messages. |
Customers | Tables | Create, update, delete, and query Reckon Customers. |
CustomerTypes | Tables | Create, update, delete, and query Reckon Customer Types. |
DateDrivenTerms | Tables | Create, delete, and query Reckon Date Driven Terms. |
DepositLineItems | Tables | Create, update, delete, and query Reckon Deposit Line Items. |
Deposits | Tables | Create, update, delete, and query Reckon Deposits. |
EmployeeEarnings | Tables | Create, update, delete, and query Reckon Employee Earnings. |
Employees | Tables | Create, update, delete, and query Reckon Employees. |
EstimateLineItems | Tables | Create, update, delete, and query Reckon Estimate Line Items. |
Estimates | Tables | Create, update, delete, and query Reckon Estimates. |
InventoryAdjustmentLineItems | Tables | Create and query QuickBooks Inventory Adjustment Line Items. |
InventoryAdjustments | Tables | Create, query, and delete QuickBooks Inventory Adjustments. |
InvoiceLineItems | Tables | Create, update, delete, and query Reckon Invoice Line Items. |
Invoices | Tables | Create, update, delete, and query Reckon Invoices. |
ItemLineItems | Tables | Create, update, delete, and query Reckon Item Line Items. |
ItemReceiptExpenseItems | Tables | Create, update, delete, and query Reckon Item Receipt Expense Line Items. |
ItemReceiptLineItems | Tables | Create, update, delete, and query Reckon Item Receipt Line Items. |
ItemReceipts | Tables | Create, update, delete, and query Reckon Item Receipts. |
Items | Tables | Create, update, delete, and query Reckon Items. |
JournalEntries | Tables | Create, update, delete, and query Reckon Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry. |
JournalEntryLines | Tables | Create, update, delete, and query Reckon Journal Entries. Note that while Journal Entry Lines can be created with a new Journal Entry, they cannot be added or removed from an existing Journal Entry. |
OtherNames | Tables | Create, update, delete, and query Reckon Other Name entities. |
PaymentMethods | Tables | Create, update, delete, and query Reckon Payment Methods. |
PayrollNonWageItems | Tables | Query Reckon Non-Wage Payroll Items. |
PayrollWageItems | Tables | Create and query Reckon Wage Payroll Items. |
PriceLevelPerItem | Tables | Create and query Reckon Price Levels Per Item. Only Reckon Premier and Enterprise support Per-Item Price Levels. Note that while Price Levels can be added from this table, you may only add Per-Item Price Levels from this table. Price Levels may be deleted from the PriceLevels table. |
PriceLevels | Tables | Create, delete, and query Reckon Price Levels. Note that while Price Levels can be added and deleted from this table, you may add only fixed-percentage Price Levels from this table. Per-Item Price Levels may be added via the PriceLevelPerItem table. |
PurchaseOrderLineItems | Tables | Create, update, delete, and query Reckon Purchase Order Line Items. |
PurchaseOrders | Tables | Create, update, delete, and query Reckon Purchase Orders. |
ReceivePayments | Tables | Create, update, delete, and query Reckon Receive Payment transactions. |
ReceivePaymentsAppliedTo | Tables | Create, update, and query Reckon Receive Payment AppliedTo aggregates. In a Receive Payment, each AppliedTo aggregate represents the transaction to which this part of the payment is being applied. |
SalesOrderLineItems | Tables | Create, update, delete, and query Reckon Sales Order Line Items. |
SalesOrders | Tables | Create, update, delete, and query Reckon Sales Orders. |
SalesReceiptLineItems | Tables | Create, update, delete, and query Reckon Sales Receipt Line Items. |
SalesReceipts | Tables | Create, update, delete, and query Reckon Sales Receipts. |
SalesReps | Tables | Create, update, delete, and query Reckon Sales Rep entities. |
SalesTaxCodes | Tables | Create, update, delete, and query Reckon Sales Tax Codes. |
SalesTaxItems | Tables | Create, update, delete, and query Reckon Sales Tax Items. |
ShippingMethods | Tables | Create, update, delete, and query Reckon Shipping Methods. |
StandardTerms | Tables | Create, update, delete, and query Reckon Standard Terms. |
StatementCharges | Tables | Create, update, delete, and query Reckon Statement Charges. |
TimeTracking | Tables | Create, update, delete, and query Reckon Time Tracking events. |
ToDo | Tables | Create, update, delete, and query Reckon To Do entries. |
VehicleMileage | Tables | Create, update, delete, and query Reckon Vehicle Mileage entities. |
VendorCreditExpenseItems | Tables | Create, update, delete, and query Reckon Vendor Credit Expense Line Items. |
VendorCreditLineItems | Tables | Create, update, delete, and query Reckon Vendor Credit Line Items. |
VendorCredits | Tables | Create, update, delete, and query Reckon Vendor Credits. |
Vendors | Tables | Create, update, delete, and query Reckon Vendors. |
VendorTypes | Tables | Create, update, delete, and query Reckon Vendor Types. |
BillLinkedTransactions | Views | Query Reckon Bill Linked Transactions. |
CompanyInfo | Views | Query the company information from Reckon. |
CreditMemoLinkedTransactions | Views | Query Reckon Credit Memo Linked Transactions. |
CustomColumns | Views | Query Reckon Custom Columns. |
DeletedEntities | Views | Query deleted Entities. |
DeletedTransactions | Views | Query deleted Transactions. |
EstimateLinkedTransactions | Views | Query Reckon Estimate Linked transactions. |
Host | Views | Query the Reckon host process. The Host represents information about the Reckon process currently being executed. |
InvoiceLinkedTransactions | Views | Query Reckon Invoice Linked Transactions. |
ItemReceiptLinkedTransactions | Views | Query Reckon Item Receipt Linked Transactions. |
Preferences | Views | Query information about many of the preferences the Reckon user has set in the company file. |
PurchaseOrderLinkedTransactions | Views | Query Reckon Purchase Order Linked Transactions. |
SalesOrderLinkedTransactions | Views | Query Reckon Sales Order Linked Transactions. |
StatementChargeLinkedTransactions | Views | Query Reckon Statement Charge Linked Transactions. |
Templates | Views | Query Reckon templates. |
Transactions | Views | Query Reckon transactions. You may search the Transactions using a number of values including Type, Entity, Account, ReferenceNumber, Item, Class, Date, and TimeModified. |
VendorCreditLinkedTransactions | Views | Query Reckon Vendor Credit Linked Transactions. |
Advanced Settings
To view a detailed advanced settings options, go to Reckon Advanced Settings. Complete list of the parameters you can configure in the connection string can be found by clicking Connection String Parameters.