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.
Setting up FreshBooks into Sheet Director
Choose App and Service:
Select FreshBooks from the list of applications.
Select service as Query.
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.
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.
Switch on Run automatically to execute services automatically in background.
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.
Google Sheet to FreshBooks - Post
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.
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)
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.
It will show the count of number of records posted successfully and failed to post.