Create new Timely Client from FreshBooks Client

This integration selects new FreshBooks clients and imports them to Timely.

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

How to Set Up

1. Select or create connections: FreshBooks connection for Source and Timely connection for Target.
2. Specify the id of the Timely account to add clients for:
   1. Open the import task.
   2. In Mapping Definition of your import task, for the AccountId field, specify the Id of your Timely account instead of 12345.
   3. Save the task.
3. Specify the schedule on which the integration will run automatically.

Tips

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