Which data is shared between FreeAgent and other apps
Here you will find all the information you look for regarding the data sharing between FreeAgent and the other apps of the marketplace
Interesting workflow you can accomplish with FreeAgent on our MarketPlace
When I create a customer in my CRM, it creates a contact in FreeAgent. If I update this contact in my CRM, FreeAgent is also updated.
If an invoice is created in my e-commerce system, it is replicated in FreeAgent.
Data shared between FreeAgent and other apps
CRM and Sales data shared
Entity in Connec | Entity in FreeAgent | From FreeAgent to other apps | From other apps to FreeAgent | See it on my Impac! Dashboard |
---|---|---|---|---|
Company | Company | |||
People | Contact | Invoices list widget (If at least one invoice is associated) | ||
App Users | Users |
Accounting data shared
Entity in Connec | Entity in FreeAgent | From FreeAgent to other apps | From other apps to FreeAgent | See it on my Impac! Dashboard |
---|---|---|---|---|
Accounts/Bank Accounts | Category | Account balance / Accounts comparison widgets | ||
Invoices | Invoice | All invoice widgets | ||
Invoices | Bill | Purchase order list widget | ||
Journals | JournalSet | Balance sheet widget (corresponding accounts are updated) | ||
items | Price list item |
Other Data shared
Entity in Connec | Entity in FreeAgent | From FreeAgent to other apps | From other apps to FreeAgent | See it on my Impac! Dashboard |
---|---|---|---|---|
Task | Task | |||
Project | Project |
FAQ
Team Work
All the apps available on Maestrano marketplace share data with FreeAgent
However, these three apps are the best matching for FreeAgent
Salesforce
Shopify
Neto
Any question? Contact us on support@maestrano.com