Version 24.2.9064

• Establish a Connection
• More Information

You can use the FreshBooks connector from the CData Sync application to capture data from FreshBooks and move it to any supported destination. To do so, you need to add the connector, authenticate to the connector, and complete your connection.

Establish a Connection

To allow Sync to use data from FreshBooks, you first must establish a connection to FreshBooks. Follow these steps to connect FreshBooks to your Sync account:

1. Open the Connections page of the Sync dashboard.

2. Click Add Connection to open the Select Connectors page.

3. Click the Sources tab and locate the FreshBooks row.

4. Click the Configure Connection icon at the end of that row. If you do not see the Configure Connection icon, you need to add the connector according to the instructions in Connections.

5. Enter connection settings on the Settings tab:

   • Connection Name - Enter a connection name of your choice.

   • OAuth Client Id - Enter the client Id that you were assigned when you registered your application with an OAuth authorization server.

   • OAuth Client Secret - Enter the client secret that you were assigned when you registered your application with an OAuth authorization server.

   • Company Name - Enter the company name that you use to access FreshBooks.

   • Account Id - Enter the account Id to which you want to connect. If you do not specify a value, Sync uses the first value that is returned.

6. Click Connect to FreshBooks to connect to your Active Directory account.

7. Click Create & Test to create the connection.

8. Define advanced connection settings on the Advanced tab. (In most cases, though, you should not need these settings.)

More Information

For more information about interactions between CData Sync and FreshBooks, see FreshBooks Connector for CData Sync.