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. 


It is available in the Google Workspace Marketplace. Please check the 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.

Demo Video: How to integrate Google Sheets & FreshBooks?

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:


FreshBooks Configuration

Filters

Destination Settings:

Scheduler Settings:

Notification Settings:

Sample Output

Google Sheet to FreshBooks - Post

Entity

Source Sheet

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


Mapping

Sample Output

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


Google Sheet to FreshBooks - Sync

Synchronize settings:

Synchronization Keys:

The keys will be used for matching rows in Google Sheets with data in FreshBooks.

Conflict Resolution: 

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

Sample Output

Google Sheet Wins

Sample Output