Create/Update FreshBooks Client from Harvest Client

This integration selects new and updated Harvest clients and imports them to FreshBooks.

Notes

• The integration does not create duplicates. If a client with such Name already exists, the integration updates it.

• It does not import pre-existing Harvest clients to FreshBooks.

How to Set Up

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

Tips

• To create/update FreshBooks clients from specific Harvest clients, configure more filters in the task editor.