After successfully connecting to Freshbooks,
you can push customer and transactions (invoice, payment, expense) from the
system to Freshbooks and vice versa.
· Step 1. Create a new FreshBooks account (https://my.freshbooks.com/#/dashboard), or if you already have an existing new FreshBooks account, log into it
· Step 2. Select Go To Developer Hub (https://my.freshbooks.com/#/developer)
· Step 3. Select Apps menu and select Create New App button
· Step 4. Enter Application Name, select type as the integration type (recommended to choose Public App), enter Website URL, Redirect URLs, add scopesà then select Save
Company or application URL: [your
domain]
Redirect URLs: [your domain] + [admin/freshbooks_integration/connect]
· Step 5. Next, select an app
· Step 6. You’ll now have a Client ID and Client Secret to use at the next step
· Step 7. Go to Freshbooks integration menu in the CRM system -> Select Settings menuà Copy Client ID and Client Secret in step 6 and paste it on this screen à Then select Save button
· Step 8. Click on Connect button
After successful login, the system returns “Connected”
· Step 9. Enable auto-sync and select one or more required organization.
Migrate data
The Migrate button is used for cases where customers already have synced data. When upgrading to the version 1.0.1, this function assigns the old data to an organization to prevent data loss.
