1. Grow
  2. Connecting to Data Sources
  3. Accounting and Financial

Freshbooks

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FreshBooks provides accounting software that makes running your small business as painless as possible, so you can spend less time on accounting and more time doing the work you love. This article will give you an overview of the FreshBooks/Grow integration.

Connecting to FreshBooks

  1. Select the Data tab next to the Dashboard.
    This takes you to the Data Overview page.
  2. Click on the Connections button.
  3. Click on the blue + Connect button at the end of the Your Top Data Sources options.
  4. From the list of Connections, search and select the FreshBooks logo.
  5. Enter your API URL and an Authentication Token.
    To get your API URL and authentication token, follow the steps below:
    • Log in to your FreshBooks account.
    • Navigate and click on My Account.
    • Select FreshBooks API.
      This pulls up a page with your API URL and authentication token.
  6. Click Connect.

Data Warehousing

FreshBooks has some tables available on the Grow Data Warehouse, which we highly recommend you use. For more information about warehousing your data, visit the Data Warehouse Help Article.

Tables

The list of tables available will depend on your unique FreshBooks project. You can expect to see one table per dataset associated with the project ID in your connection.

Suggested Tables

The following suggested tables are available in Grow. These are toggled on by default when you sync your data for the first time.

  • Categories
  • Clients
  • Estimates
  • Expenses
  • Gateways
  • Invoices
  • Items
  • Payments
  • Projects
  • Recurring
  • Staff
  • Tasks
  • Taxes
  • Time Entries
  • Credits

Warehousing Your Data

  1. In the Connections Overview Page, click on your FreshBooks connection.
    This opens the Connection Details page.
  2. Select the Manage Connection button inside the Connection Details section to open the warehouse table selection flow.
  3. Select the data you want stored in the Data Warehouse and click the Sync & Store button at the bottom of the Manage Connection page.
    This begins the initial population of your warehouse with the tables you defined. Populating your data warehouse for the first time may take a while, sometimes up to several hours.

You may continue working within the app while your data is In Queue or Processing.

If your data source is not already connected, refer to the Connecting to a Data Source for more details.

Sync Interval

Full Sync

The default sync interval is 1 week.

Incremental Sync

Incremental Sync is available for all FreshBooks warehouse tables. The default incremental sync interval is 1 hour.

To learn more about sync intervals and how to adjust the default settings, please visit the Sync section of the Data Warehouse help article.

Endpoints

Below is a list of the endpoints offered through the FreshBooks/Grow integration, along with a description of the data each report returns.

  • Categories: Category ID, Name, Parent ID
  • Clients: Client ID, Name, Email, Username, Phone, Organization, Fax, Vat Name, Vat Number, Address, Language, Currency, Folder, updated, Credit, URL
  • Estimates: Estimate ID, Number, Staff ID, Client ID, Contact ID, Organization, Name, Address, Status, Amount, Date, Notes, Terms, Discount, Language, Currency Code, Vat Name, Vat Number, Folder, URL, Send by Email
  • Expenses: Expense ID, Category ID, Project ID, Client ID, Staff ID, Amount, Date, Notes, Status, Vendor, Tax Details, Folder Receipt, Update
  • Gateways: Name, Autobill Capable, User ID
  • Invoices: Invoice ID, Number, Client ID, Contact ID, Recurring ID, Organization, Name, Address, Status, Amount, Amount Outstanding, Paid, Date, Notes, Terms, Discount, Return URI, Created At, Updated, Currency, Language, Vat Name, Vat Number, Folder, Staff ID, URL, Gateways, Send by Email, Send by Snail Mail, Add Lines
  • Items: Item ID, Name, Description, Unit Cost, Quantity, Inventory, Folder, Tax ID, Updated
  • Languages: Code, Name
  • Payments: Payment ID, Invoice ID, Date, Type, Notes, Client ID, Amount, Updated, Currency Code, From Credit, Gateway Transaction
  • Projects: Staff, Project ID, Name, Description, Rate, Bill Method, Client ID, Project Manager ID, External, Contractors, Budget
  • Recurring: Recurring ID, Frequency, Occurrences, Stopped, Staff ID, Prorate Days, Currency, Card Details, Gateway Name, Token, Client ID, Organization, Name, Address, Vat Name, Vat Number, Language, PO Number, Status Amount, Date, Notes, Terms, Discount, Return URI, Snail Mail, Send Email, Folder, Contact ID
  • Staff: Username, Name, Email, Contact Info, Rate, Number of Logins, Sign Up Date, Address, Code, Notes, Projects, Staff ID, Current
  • Tasks: Task ID, Name, Description, Billable, Rate, Updated
  • Taxes: Tax ID, Name, Rate, Number, Compound, Updated
  • Time Entries: All entries for time worked matching the specified date range, including time entry ID, staff ID, project ID, task ID, hours, date, notes, and billed (yes=1, no=0)
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