Here you will find all the information you look for regarding the data sharing between Freshbooks and the other apps of the marketplace

Interesting workflow you can accomplish with Freshbooks on our Marketplace

When a product is created or updated in my e-commerce application, the item is also created or updated in FreshBooks.

When an order is placed in my ecommerce, it automatically creates an invoice in FreshBooks (the corresponding client will be created or matched and the payment recorded, the product is added as an item).

When a customer is created in Freshbooks, it also creates a record in my CRM.

When I create an expense in my Expense Management software, it creates an expense in Freshbooks.

When an invoice, a bill, a contact or a payment is created in Freshbooks, it is also created in other accounting package. This may be interesting if you use Freshbooks for its simplicity while your accountant uses another accounting package and needs your input.

Data shared between Freshbooks and other apps

CRM and Sales data shared

Entity in Connec!	Entity in Freshbooks	See it on my Impac! Dashboard
People	Client	Invoice List widget (If invoice is attached)
Leads		Leads funnel / Leads list widgets
Organisations	Clients' company	Invoice List widget (If invoice is attached)
Items	Items	Growth per product widget (if sales behind product)

Accounting data shared

Entity in Connec!	Entity in Freshbooks	See it on my Impac! Dashboard
Accounts		Account balance / Accounts comparison widgets
Invoices	Invoices	All invoice widgets
Payment Methods	Gateways
Payments	Payments	Balance sheet widget (accounts receivables / accounts payables are updated)
Taxes	Taxes

Only invoices that you send to clients are shared between Freshbooks and Connec!.

FAQ

In the following section add the main limitation / specific information regarding the data mapping of this specific entity as a Question/Answer, e.g.:

Team Work

All the apps available on Maestrano marketplace share data with Freshbooks

However, these three apps are the best matching for Freshbooks

Appointedd

Shopify

Eventbrite

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