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 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.

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.

Filters

  • Configure Filter to filter the executed data 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 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.