FreshBooks integration, Yin and Yang
Freshbooks is an online estimating, invoicing and time tracking service that helps small businesses in more than 100 countries save time, get paid faster and look professional.
This exciting feature provides a combined view of customer data so your team can see a contact’s history, opportunities, statement of account, estimates and invoices all in one place. You may need to control which users have access to the “numbers” so we’ve made sure you have the necessary control. Let’s review the simple one-time tasks to hook them up:
Hooking them up
Enable the FreshBooks Feature
Login to Solve and click: Solve menu (top right) > Add-ons > FreshBooks > Add > enter your FreshBooks subdomain > Update.
Note: Recall the subdomain you used when you registered your FreshBooks account.
Have each Solve user prove they have access to Freshbooks data
Add a FreshBooks activity to a record: either contact, company or project blog.
The first time a Solve user accesses the FreshBooks feature, they will be asked to prove they have access to the FreshBooks data.
Click Permissions > enter your FreshBooks login information and grant Solve access to the account. When this step is complete return to the FreshBooks activity and click on the Verify link.
Getting down to everyday business
With the one-time tasks completed Solve users can begin matching up their Solve records with FreshBooks clients. Once this is done, the Solve page will show the outstanding balance, a list of existing estimates and invoices with quick links to create new ones.
Once a Solve user has made the connection for a given contact, company or project blog, other users will not have to make the connection again. The billing information will be visible to any user in Solve who has the credentials to access FreshBooks data.
Synchronizing information from Solve to FreshBooks
One of the special features within the Solve FreshBooks activity is an option to synchronize information from Solve to FreshBooks.
To ensure that information is transposed perfectly a special confirmation panel is provided where the user confirms the mapping details. Once you set the mapping between the systems those settings will be used as defaults for all future syncs. Solve uses GeoMapping technology to transpose its single-field address format into FreshBook’s multi-field format.