Cliniko + Reckon

Cliniko + Reckon Integration - Save 8+ hours/week Every Week

From patients to invoices, our custom Cliniko to Reckon integration maps your data precisely. Harvard-educated experts handle the build so your team stays focused on growth.

8+ hours/week

Saved weekly

Manual reconciliation

100%

GST accuracy

One-way

Sync direction

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Why Connect Cliniko to Reckon?

Invoice and payment data is re-entered between Cliniko and Reckon manually, doubling the work and risking GST errors at month-end

Patients in Cliniko and contacts in Reckon drift out of sync, leading to outdated details on invoices, emails, and reports

No single source of truth when contacts live in two disconnected tools, so staff second-guess which system has the correct information

Manually copying data between Cliniko and Reckon wastes hours every week that could be spent on revenue-generating work

Reporting across Cliniko and Reckon requires painful manual exports and spreadsheet merges

Job scheduling in Cliniko and invoicing in Reckon are disconnected, delaying payments for completed work

Site crews rely on Cliniko while the office uses Reckon, so neither team sees the full picture until end of day

How We Help

Every week without this integration costs your Healthcare & Allied Health and Trades & Construction business 8+ hours/week in manual data handling between Cliniko and Reckon. Our Harvard-educated consultants build a sync that eliminates that waste permanently. On the technical side, Cliniko uses a REST API with API key authentication, and Reckon authenticates via OAuth, which our team handles as part of the build.

Faster Invoicing, Fewer Errors

Invoices flow between Cliniko and Reckon automatically with correct line items, GST rates, and payment terms. Month-end closes become predictable, and reconciliation discrepancies disappear.

Amplify Cliniko Strengths

Cliniko excels because purpose-built for allied health with patient records, treatment notes, telehealth, and Medicare/DVA claiming built into the workflow. Connecting it to Reckon ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Real-Time Visibility Across Teams

When a record updates in Cliniko, every team member working in Reckon sees the change instantly. No lag, no stale dashboards, no conflicting reports.

Unified Patients Across Both Platforms

Patients in Cliniko and contacts in Reckon stay perfectly aligned. Every update, whether it is a new phone number, email change, or company association, is reflected in both systems within seconds.

Cliniko to Reckon Use Cases

Scheduled reconciliation between Cliniko and Reckon

A daily or weekly reconciliation job compares records across both platforms, flags discrepancies, and generates a mismatch report. Catches sync gaps before they become accounting headaches.

Sync Cliniko patients to Reckon contacts

When a patient is created or updated in Cliniko, the corresponding contact record in Reckon is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Auto-generate Reckon invoices from Cliniko

When appointments are completed in Cliniko, an invoice is automatically created in Reckon with the correct contact, line items, GST rates, and payment terms. Eliminates the delay between finishing work and sending the invoice.

Synchronise products catalogue between Cliniko and Reckon

Product data, pricing, and stock levels stay consistent across both platforms. When a product is added, updated, or discontinued in Cliniko, Reckon reflects the change within seconds.

Data Mapping

How data flows between Cliniko and Reckon

Cliniko	→	Reckon	Notes
Cliniko Patients -> id	→	Reckon Contacts -> ID	Unique identifier stored as cross-reference for record linking
Cliniko Patients -> first_name	→	Reckon Contacts -> Name	Contact identity fields synchronised to maintain consistency
Cliniko Patients -> email	→	Reckon Contacts -> Email	Primary matching key for identifying existing records across both platforms
Cliniko Patients -> address	→	Reckon Contacts -> Address	Address components mapped between single-field and multi-field formats
Cliniko Invoices -> id	→	Reckon Invoices -> ID	Unique identifier stored as cross-reference for record linking
Cliniko Invoices -> status	→	Reckon Invoices -> Status	Status values mapped between each platform terminology
Cliniko Invoices -> date	→	Reckon Invoices -> Date	Date fields converted with timezone handling for Australian Eastern Time
Cliniko Products -> id	→	Reckon Inventory -> id	Unique identifier stored as cross-reference for record linking
Cliniko Products -> name	→	Reckon Inventory -> name	Contact identity fields synchronised to maintain consistency
Cliniko Timestamps	→	Reckon Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance

Cliniko + Reckon Integration FAQ

We map industry tools data like patients and appointments from Cliniko to the corresponding accounting & finance structures in Reckon. Our team handles data transformation, validation, and conflict resolution between the two system types.

Our integrations include retry logic and error queuing. If Reckon is temporarily down, changes are queued and replayed once the system recovers. You will receive alerts for any sync failures that need attention. No data is lost during outages.

We use a combination of direct REST API connections and automation platforms like Make, Zapier, or n8n, depending on your requirements and budget. For complex workflows, we build custom middleware. The right approach depends on your volume, sync frequency, and business rules.

We follow a structured testing process: unit tests for individual data mappings, end-to-end tests with sample data, and a staging period where we run the integration in parallel with your existing process. You review and approve the results before we switch to live. This approach minimises risk and ensures accuracy.

Yes. We have built integrations for Healthcare & Allied Health businesses that rely on both Cliniko and Reckon. The integration is customised to your industry-specific workflows, data structures, and compliance requirements. Book Free Assessment to discuss your specific needs.

Yes. We routinely build conditional logic, field transformations, data enrichment, and approval workflows into integrations. For example, only sync contacts that meet certain criteria, or transform data formats before writing to Reckon. Your business rules drive the integration design.

The most common data objects synced between Cliniko and Reckon include contacts, invoices, products. We map each data type to its counterpart in the target system, including custom fields, metadata, and relationship data. The exact scope is tailored to your workflow during the discovery session.