Connecting to FreshBooks

FreshBooks is the #1 accounting software in the cloud designed exclusively for service-based small business owners and independent professionals. The company has helped more than 10 million people worldwide process billions of dollars with its ridiculously easy-to-use invoicing, time tracking, expense management features. Based in Toronto, Canada, FreshBooks serves paying customers in 160 countries.

Data integration: Skyvia supports importing data to and from FreshBooks, exporting FreshBooks data to CSV files, replicating FreshBooks data to relational databases, and synchronizing FreshBooks data with other cloud apps and relational databases.

Backup: Skyvia Backup supports FreshBooks backup.

Query: Skyvia Query supports FreshBooks.

FreshBooks-Specific Features and Limitations

Skyvia has the following limitations for FreshBooks:

  • Synchronization and Replication with Incremental Updates enabled are not supported for objects without DateCreated and DateModified fields. Both fields must be present for synchronization. Replication with incremental updates requires at least one of the fields.

FreshBooks Connections

Skyvia supports both FreshBooks Classic API for compatibility purposes, and the new Alpha API. Note that FreshBooks Classic API are deprecated. It’s recommended to use new Alpha API.

To connect to FreshBooks via Classic API, perform the following steps:

  1. Click +NEW in the top menu.
  2. Open the Select Connector page by clicking Connection in the menu on the left.
  3. In the opened pane, click FreshBooks.
  4. In the Connection Editor page, specify a connection name that will be used to identify the connection, select Classic in the API Version list, select Url to connect to and specify Authentication Token.

    Connection Editor window 1

To connect to FreshBooks via Alpha API, perform the following steps:

  1. Click +NEW in the top menu.
  2. Open the Select Connector page by clicking Connection in the menu on the left.
  3. In the opened pane, click FreshBooks.
  4. In the Connection Editor page, specify a connection name that will be used to identify the connection, select Alpha in the API Version list and specify your Company Name.

    Connection Editor window 2

  5. Click Log In with FreshBooks.
  6. In the opened window, enter your FreshBooks credentials and click Log in.

    FreshBooks Log In window

  7. Click the Create Connection button to create the connection.

FreshBooks connection has the following parameters:

  • API Version — FreshBooks API version to use (Classic or Alpha).
  • URL — url to connect to (it is used only for Classic API connections).
  • Authentication Token — an automatically generated key that must be included in the Classic API requests to FreshBooks. It is used only for Classic API connections.
  • Company Name — name of the company, for which the FreshBooks account is registered. It is used only for Alpha API connections.
  • Access Token — an automatically filled token for access to FreshBooks. It is used only for Alpha API connections.
  • Metadata Cache — this parameter determines for how long the cached metadata for the connection are considered valid. By default, Skyvia caches metadata of available objects in cloud sources. Whenever necessary, you can reset metadata cache for a connection manually in the Connection Editor by clicking the Clear Cache button. The following values are available for this parameter:

    • Disabled — metadata cache is not created; metadata are queried automatically whenever required.
    • One Hour — metadata cache expires one hour after the last refresh.
    • One Day — metadata cache expires one day after the last refresh.
    • One Week — metadata cache expires one week after the last refresh.
    • One Month — metadata cache expires one month after the last refresh.
    • Infinite — cache never expires/resets automatically. Default value.