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

Notes

  • This integration works with the NetSuite V2 (REST) connector only.

  • If clients with such emails already exist, the existing ones are updated. The integration does not create duplicates.

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

How to Set Up

  1. Select or create connections: NetSuite V2 (REST) connection for Source and FreshBooks connection for Target.
  2. Specify the schedule, on which the integration will run automatically.

Tips

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