· Step 1. Select Yes at "Sync from FreshBooks to system " to allow data to be synchronized from FreshBooks to CRM system à then select Save
· Step 2. Create customer, invoice, payment and expense in FreshBooks
· Step 3. Go to Management menu under the FreshBooks integration module to synchronize data.
Customers and transactions will
automatically sync from FreshBooks
to CRM based on cron configuration on your server.
Or you can also manually synchronize each customer, invoice, payment and expense. Note: you must synchronize the customer first, then synchronize that customer's expenses and invoices. Payment will only be synchronized after the invoice has been synchronized.
If a customer or transaction is updated again on FreshBooks, you can synchronize it back to CRM by clicking on "Synchronize data from accounting system" button.
Transactions downloaded from FreshBooks to CRM also have a status of "Synchronized".
Note: if you click on “Run Cron Manually” data will be synchronized from CRM to FreshBooks, and from FreshBooks to CRM.
