Create/Update Constant Contact Contact from FreshBooks Invoice
This integration selects new FreshBooks invoices of clients with non-empty emails and imports them to Constant Contact as contacts.
Note: If contacts with such email already exist, the existing ones are updated. The integration does not create duplicates.
Note: It does not import pre-existing FreshBooks invoices to Constant Contact contacts.
Note: If such a contact already exists in Constant Contact, the integration updates it, but shows an error that the contact already exist in the log. This is caused by Constant Contact's API peculiarities. Just ignore such errors.
How to Set Up
- Select or create connections: FreshBooks connection for Source and Constant Contact connection for Target.
- Specify the schedule on which the integration will run automatically.
Tips
- To create or update Constant Contact contacts from specific new FreshBooks invoices, configure filters in the task editor.