Microsoft 365 + Reckon

Connect Microsoft 365 to Reckon - Automate Your Workflow

Your team uses Microsoft 365 and Reckon every day. Our custom integration ensures data flows between them automatically - no more tab-switching, copy-pasting, or worrying about missed updates.

8+ hours/week

Saved weekly

98%

Client retention

50+

Clients served

One-way

Sync direction

Book Free Assessment View All Integrations

Why Connect Microsoft 365 to Reckon?

Reporting across Microsoft 365 and Reckon requires painful manual exports and spreadsheet merges

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

Transaction data in Microsoft 365 requires manual verification against Reckon, increasing audit risk

New team members take longer to onboard because they must learn manual workarounds to keep Microsoft 365 and Reckon aligned

Reckon adds complexity: the cloud platform (Reckon One) has a smaller third-party integration ecosystem than Xero, limiting connectivity with modern SaaS tools

Contacts in Microsoft 365 and contacts in Reckon drift out of sync, leading to outdated details on invoices, emails, and reports

Manually copying data between Microsoft 365 and Reckon wastes hours every week that could be spent on revenue-generating work

Client engagement details in Microsoft 365 and time-tracking data in Reckon do not align, making billing inaccurate

How We Help

Every week without this integration costs your Professional Services and Financial Services business 8+ hours/week in manual data handling between Microsoft 365 and Reckon. Our Harvard-educated consultants build a sync that eliminates that waste permanently. On the technical side, Reckon authenticates via OAuth, which our team handles as part of the build.

Amplify Microsoft 365 Strengths

Microsoft 365 excels because industry-standard office apps (Word, Excel, PowerPoint, Outlook) that virtually every business partner and client can work with seamlessly. Connecting it to Reckon ensures that advantage flows through your entire workflow rather than staying siloed in one tool.

Maximise Billable Hours

When time-tracking and client data sync between Microsoft 365 and Reckon automatically, your consultants spend more time on client work and less on admin.

Eliminate Manual Data Entry

Stop copying contacts between Microsoft 365 and Reckon by hand. Our integration syncs data automatically, saving your team 8+ hours/week.

Unlock Reckon Value

Reckon stands out because one of the most affordable Australian accounting platforms, with pricing significantly below Xero and MYOB for basic bookkeeping needs. Integrating it with Microsoft 365 means your team gets this benefit with complete, accurate data flowing in automatically.

Microsoft 365 to Reckon Use Cases

Sync Microsoft 365 contacts to Reckon contacts

When a contact is created or updated in Microsoft 365, the corresponding contact record in Reckon is automatically created or updated. Contact details, company associations, and custom fields are all mapped.

Automated error handling and retry for Microsoft 365/Reckon sync

When a sync between Microsoft 365 and Reckon fails due to a rate limit, network issue, or validation error, the integration retries automatically with exponential backoff. Your team is alerted only when intervention is genuinely needed.

Data Mapping

How data flows between Microsoft 365 and Reckon

Microsoft 365	→	Reckon	Notes
Microsoft 365 Contacts -> id	→	Reckon Contacts -> ID	Unique identifier stored as cross-reference for record linking
Microsoft 365 Contacts -> first_name	→	Reckon Contacts -> Name	Contact identity fields synchronised to maintain consistency
Microsoft 365 Contacts -> email	→	Reckon Contacts -> Email	Primary matching key for identifying existing records across both platforms
Microsoft 365 Contacts -> phone	→	Reckon Contacts -> Phone	Phone numbers normalised to Australian format during sync
Microsoft 365 Timestamps	→	Reckon Audit Log	Created and modified timestamps preserved for sync conflict resolution and compliance
Microsoft 365 Record IDs	→	Reckon External References	Cross-reference identifiers stored on both records for bidirectional lookups and deduplication
Microsoft 365 Owner/Assignee	→	Reckon Owner/Assignee	Record ownership mapped between platforms using email address as the matching key
Microsoft 365 Emails	→	Reckon Custom Fields	Emails data from Microsoft 365 stored in Reckon custom fields for reference
Microsoft 365 Files	→	Reckon Custom Fields	Files data from Microsoft 365 stored in Reckon custom fields for reference
Microsoft 365 Documents	→	Reckon Custom Fields	Documents data from Microsoft 365 stored in Reckon custom fields for reference

Microsoft 365 + Reckon Integration FAQ

Most Microsoft 365 to Reckon integrations are completed within 2 weeks. We start with a discovery session to understand your specific workflow, then build and test the integration. Complex setups with custom business logic may take up to 4-8 weeks.

Yes. Clever Ops has helped Financial Services businesses connect Microsoft 365 to Reckon as part of their automation strategy. Each industry has unique data flows and compliance needs, and we tailor the integration accordingly. Based in Gippsland, Victoria, we understand the Australian market deeply.

The most common data objects synced between Microsoft 365 and Reckon include contacts. 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.

Integration pricing depends on complexity, including the number of data objects synced (contacts), sync direction, custom business rules, and volume. Most Microsoft 365 to Reckon integrations fall within our standard integration tier. Book a free assessment to get a specific quote for your requirements.

Yes, we handle one-time historical data migrations alongside ongoing sync. We map your existing contacts, validate data quality, and run test migrations before the final cutover. Most migrations complete within 4-8 weeks depending on volume.

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 map automation data like emails and calendar-events from Microsoft 365 to the corresponding accounting & finance structures in Reckon. Our team handles data transformation, validation, and conflict resolution between the two system types.