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FreshBooks

Version 26.2.9623

FreshBooks

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.

Prerequisites

FreshBooks uses the OAuth authentication standard. On the FreshBooks page in Sync, you must enter an OAuth client identifier (Id) and client secret.

To locate your FreshBooks OAuth client Id and client secret:

  1. Log in to the FreshBooks Developer Portal.

  2. Navigate to the My Apps section and select the application for which you want to retrieve the client Id and client secret.

  3. On the application details page, locate the Client ID and Client Secret fields. The client secret might be masked for security reasons. However, there is usually an option to reveal or copy the client secret. Copy your Id and secret from those fields and paste them into the corresponding fields in Sync.

Add the FreshBooks Connector

To enable Sync to use data from FreshBooks, you first must add the connector, as follows:

  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 to open the New Connection page. This action opens the Add Connection dialog box.

    Note: If the Configure Connection icon is not available, click the Download Connector icon to install the FreshBooks connector.

  5. Enter a name for your connection in the Add Connection dialog box.

  6. Click Add to open the Settings tab for your connector.

For more information about installing new connectors, see Connections.

Authenticate to FreshBooks

After you add the connector, you need to set the required properties.

  • 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.

Complete Your Connection

To complete your connection:

  1. (Optional) For 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.

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

  3. Click Connect to FreshBooks to connect to your FreshBooks account.

  4. Click Create & Test to create your connection.