This integration selects new FreshBooks clients and imports them to Square as customers.

Note: It does not import pre-existing FreshBooks clients to Square customers.

How to Set Up

  1. Select or create connections: FreshBooks connection for Source and Square connection for Target.
  2. Specify the schedule on which the integration will run automatically.

Tips

  • To create Square customers from specific new FreshBooks clients, configure filters in the task editor.