Connecting to FreshBooks

FreshBooks is the #1 accounting software in the cloud designed exclusively for service-based small business owners and independent professionals. The company has helped more than 10 million people worldwide process billions of dollars with its ridiculously easy-to-use invoicing, time tracking, expense management features. Based in Toronto, Canada, FreshBooks serves paying customers in 160 countries.

Data integration: Skyvia supports importing data to and from FreshBooks, exporting FreshBooks data to CSV files, replicating FreshBooks data to relational databases, and synchronizing FreshBooks data with other cloud apps and relational databases.

Backup: Skyvia Backup supports FreshBooks backup.

Query: Skyvia Query supports FreshBooks.

FreshBooks-Specific Features and Limitations

Skyvia has the following limitations for FreshBooks:

Synchronization and Replication with Incremental Updates enabled are not supported for objects without DateCreated and DateModified fields. Both fields must be present for this functionality.

 

FreshBooks Connections

Skyvia supports both FreshBooks Classic API for compatibility purposes, and the new Alpha API. Note that FreshBooks Classic API are deprecated. It's recommended to use new Alpha API.

 

To connect to FreshBooks via Classic API, perform the following steps:

1.Open the Connections page by clicking Connections in the menu on the left side of the page.
2.Click the New button.
3.In the opened pane click FreshBooks.
4.In the opened New Connection dialog box, specify a connection Name that will be used to identify the connection, the Url to connect, and the Authentication Token.

freshbooks-connection-editor

 

To connect to FreshBooks via Alpha API, perform the following steps:

1.Open the Connections page by clicking Connections in the menu on the left side of the page.
2.Click the New button.
3.In the opened pane click FreshBooks.
4.In the opened New Connection dialog box, specify a connection Name that will be used to identify the connection, your Company Name, and select Alpha in the API Version list.
 
freshdesk-connection-new
5.Click Log In with FreshBooks.
6. In the opened window enter your FreshBooks credentials and click Log in.
 
freshbooks-login        
7. Click the Save button to save the connection.
 
freshbooks-connection-filled

 

 

FreshBooks connection has the following parameters:

Name - connection name that will be used to identify the connection on the Connections page and when selecting a connection for a package.
API Version - FreshBooks API version to use - Classic or Alpha.
URL - the url to connect to. Used only for Classic API connections.
Authentication Token - an automatically generated key that must be included in the Classic API requests to FreshBooks. Used only for Classic API connections.
Company Name - the name of the company, for which the FreshBooks account is registered. Used only for Alpha API connections.
Access Token - an automatically filled token for access to FreshBooks. Used only for Alpha API connections.
Metadata Cache - Determines how often to update cached metadata for the connection. By default, Skyvia caches metadata of available objects for cloud sources. You can configure how often the cache is refreshed automatically or reset in manually on the Connection Details page of the corresponding connection by clicking the Clear link in the Metadata cache parameter in the Parameters pane. The following values are available for this setting:
oDisabled - the metadata cache is not created, and metadata are queried automatically whenever the connection is opened.
oOne Hour - the metadata cache expires after one hour since the previous refresh, and it is refreshed after this when the connection is opened.
oOne Day - the metadata cache expires after one day since the previous refresh, and it is refreshed after this when the connection is opened.
oOne Week - the metadata cache expires after one week since the previous refresh, and it is refreshed after this when the connection is opened.
oOne Month - the metadata cache expires after one month since the previous refresh, and it is refreshed after this when the connection is opened.
oInfinite - the cache is never reset automatically. Default value.