This integration selects new Harvest invoices and imports them into FreshBooks.

Note: It does not import pre-existing Harvest invoices into FreshBooks.

How to Set Up

  1. Select or create connections: Harvest connection for Source and FreshBooks connection for Target.
  2. Provide the necessary information for the integration execution:
    1. Open the import task.
    2. In the Mapping Definition of your import task, for the Customerid field, replace 12345 with the Id of your FreshBooks client.
    3. Save the task.
  3. Specify the schedule on which the integration will run automatically.

Tips

  • To create FreshBooks invoices from specific Harvest invoices, configure filters in the task editor.