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FreeAgent

Jonas Rasschaert

GETTING STARTED GUIDE: How to set up a new connection?

ALL FEATURES EXPLAINED:All our features/functionality explained in detail - no app-specifics.

FreeAgent is a cloud-based accounting solution for freelancers, accountants and small businesses owners to manage invoices, expenses, payroll, tax returns and other accounting tasks.

Below you'll find detailed information, specifically for FreeAgent integrations:

Supported FreeAgent Integrations

Authorizing FreeAgent

When you click 'Authorize FreeAgent', a pop-up window appears asking you to log in and allow access .

If you already authorized FreeAgent account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from yourCONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • IS ACTIVE
  • OWES YOU MONEY
  • YOU OWE THEM MONEY
  • FIELD VALUES
  • ALREADY EXISTINGYOU SYNC WITH 

[THEN] Supported Actions

  • UPDATING FIELD VALUES

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard FreeAgent fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separateA and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

For now, wedon't supportFreeAgent customizable contact fields. Therefore, you can only custom map any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

Additional Options

Syncing Deletions

Currently, there are no FreeAgent integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no FreeAgent integrations on the PieSync platform that support our unsubscribes sync.

The availabilitySync Unsubscribes/Deletions is app and connection dependent. If the box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes hereor on Deletions here.

Combined Shape

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By  voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blogfor the latest in productivity, apps, and technology!

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