FreshBooks
Google Sheets + FreshBooks Integration
Query from FreshBooks into Google Sheets or Post data from Google Sheets into FreshBooks
What is Sheet Director?
Sheet Director is a Google Workspace 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.Â
It is available in the Google Workspace Marketplace. Please check the Installation instructions to install the add-on.Â
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 data from FreshBooks objects and store it into a Spreadsheet - Query
> Post data from Google Sheets to FreshBooks - Post
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.
Destination Settings:
Configure the destination settings to save the executed data.
Scheduler Settings:
Switch on Run automatically to execute services automatically in background.
Notification Settings:
Configure the Notification settings to setup the email templates and add attachments.
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 valueÂ
(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 mappingÂ
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.
Google Sheet to FreshBooks - Sync
Select service as Synchronize FreshBooks.
Select the Max results required.
Synchronize settings:
Synchronization Keys:
The keys will be used for matching rows in Google Sheets with data in FreshBooks.
Conflict Resolution:Â
When Synchronization happens, there could be a conflict of data between Google Sheets and FreshBooks.
FreshBooks Wins
Google Sheet Wins
FreshBooks Wins: Latest data from FreshBooks will be updated in Google Sheets.
Google Sheet Wins: Latest data from Google Sheets will be updated in FreshBooks.
Note: The major requirement in synchronization is the synchronize keys. If any of the keys is not having a value in the Google Sheet then Sheet Director will create it first and then the service will be executed.
FreshBooks Wins
Select FreshBooks.
The latest updated data from FreshBooks will be updated in Google Sheets.
Choose the spreadsheet to store data.
Select the required cell value.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into FreshBooks will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
Google Sheet Wins
Select Google Sheet Wins.
The latest updated data from Google Sheet will be updated into FreshBooks.
Select the sheet to store the output.
Select the Status column
If the status column is not there, simply click the +button to add the status header on your sheet(A status column will be created in the Spreadsheet)
Select the Result column
If the result column is not there, simply click the +button to add the result header on your sheet(A result column will be created in the Spreadsheet)
Click Execute to execute the data.
Click Save to save.
The number of records that are ready to be synchronized will be shown.
It will also show all the data that are ready to be updated.
Also, the number of data that needs to be updated into FreshBooks will also be updated.
Click on Sync Now to sync all the data and update it into Google Sheets.
Click on the Refresh icon to refresh the data.
If the data are synced successfully the following screen appears.
Click on Close to close the configuration.
Sample Output
The Status column in the Google Sheets shows the status of the data.
The newly updated data will be marked as Synced Successfully.
The old data that already exists will be marked as Already Synchronized.
