GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
FreshBooks is an easy-to-use, intuitive accounting app, aimed at small business needs. Tools such as expense logging, time tracking, receipt management and simple invoice creation, make this app particularly useful for those who are active in the service related industry. To put the cherry on top, FreshBooks also integrates with many of your favorite apps. That’s a lot of reasons to start saving time by using FreshBooks for those necessary accounting tasks.
Below you'll find detailed information, specifically for FreshBooks integrations:
Supported FreshBooks Integrations
We simply ask your login details and your permission. For FreshBooks, we need your subdomain name, which can be found in the URL you use to log into FreshBooks. When you click 'Authorize FreshBooks' a pop-up window appears requesting this information.
If you already authorized FreshBooks account(s) in the past or in any other PieSync integration, you'll be able to the first part of the authorization and choose from your CONNECTED ACCOUNTS.
[IF] Supported Conditions/Filters
- FIELD VALUES
- ALREADY EXISTING IN APP YOU 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 FreshBooks 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 separate in app A 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, we don't support FreshBooks 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.
The availability to Sync 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 here or on Deletions here.
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 - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!