FreshBooks

FreshBooks to Google Sheets: Query from FreshBooks into Google Sheets or Post data from Google Sheets into FreshBooks using Sheet Director.

What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.


It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is FreshBooks?

FreshBooks is an accounting software package, Freshbooks offer cloud-based accounting applications that send invoices to clients to bill for time and expertise.

QuickBooks to Google Sheets: Use Case(s)

> Pull all the data from FreshBooks objects and store it into a Spreadsheet

> Post all data from Google Sheets to FreshBooks.

FreshBooks

Sheet Director

Google Sheets

Setting up FreshBooks into Sheet Director

Choose App and Service:

  • Select FreshBooks from the list of applications.

  • Select service as Query.


FreshBooks Configuration

  • Click on connect to FreshBooks to connect to FreshBooks so that you can pull data.

  • If FreshBooks is connected successfully the following screen appears.

  • Select the required application.

  • Select the source as required.

  • Select the object as required.

  • Select the Filters as required.

  • Filters include fields, matches, value.

  • Select the maximum result that is required.


Destination Settings:

  • Select the required destination Sheet. (or)

  • Create a new sheet by clicking the add icon.

  • Mention the starting cell.

  • Switch on include header if required.

  • Switch on clear sheet before execution to clear the existing sheet data.

Scheduler Settings:

  • Switch on Run automatically to execute services automatically in background.

Notification Settings:

  • Switch on Notify on Execution if notification email needs to be send during execution.

  • Click on Setup Email Template and customize the email as required.

  • Click on Pick Drive Files to attach files from Drive to email.

  • Switch on Add attachments from Google Sheets to add attachments from Google sheets.

  • Select the required sheet tab.

  • Select Full Sheet or Range.

  • If range is selected select the required range.

  • Switch on Attach PDF to attach the sheet tab as PDF.

  • Click on execute to pull the data into sheet.

  • Click save to save the service.

Sample Output

Google Sheet to FreshBooks - Post

Entity

  • Select the entity object that you need to post to.

  • Select Apply Template or Setup Mapping.

  • Select Apply Template to add a default template.

  • Select Setup Manually to select manually.

Source Sheet

  • Choose the sheet that contains post records.

  • Enter the Start at cell value

(the default value is A1, if you change the value you need to refresh the header by clicking on refresh icon on side)

  • Select the Status column

  • If status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in Spreadsheet)

  • Select the Result column

  • If result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in Spreadsheet)


Mapping

  • After selecting the entity it will ask for intelligent mapping

  • If you need to do intelligent mapping click on yes.

  • Intelligent mapping will map the matching fields automatically.

  • You can do manual mapping by selecting Column drop down.

  • You can delete the field by click on delete icon on top of each filed map.

  • You can't delete mandatory* fields.

  • Click on execute will ask for confirmation.

  • Click save to save the service.

  • It will show number of records ready to post.

  • Click post now to post the records to FreshBooks.

Sample Output

It will show the count of number of records posted successfully and failed to post.