Freshbooks Import Tool

Steps

  1. Login and set up your FreshBooks API access.
  2. Add your FreshBooks API url and key to your ClearBooks account.
  3. Import your Freshbooks Invoices or Clients.

Guide Information

  • Difficulty: Beginner
  • Estimated Completion Time: 7 minutes

1. Login and set up your Freshbooks API access.

1.1 Login to FreshBooks

1.2 Navigate to the API details page by clicking “My Account” and then “FreshBooks API” .

1.3 Enable  the FreshBooks API for your account and copy your  FreshBooks API url and API token(key) from the FreshBooks API page.

2. Add your FreshBooks API url and key to your ClearBooks account.

2.1  Login to ClearBooks and navigate to “Settings->Organisation-> Setup”.

2.2 Paste your  FreshBooks API url and API token(key) from the FreshBooks API page into the respective fields circled below.

3. Import your FreshBooks Invoices or Clients.

3.1 Navigate to “Tools->Import” and click the link ‘Import from FreshBooks’.

3.2 To import invoices, enter a “Start date” and/or End Date for importing FreshBooks invoices. Only valid invoices will be imported to ClearBooks.

3.3 To import clients, you can either select to import all FreshBooks clients or enter a specific client, using their username and email address to identify them, to be imported into your ClearBooks account.

If you have any difficulties in following this guide. Please email support@clearbooks.co.uk or make a post on GetSatisfaction through clicking the top right Support button in your account.