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.

  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

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 Sheets to FreshBooks - Post