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 ConnecEntity in FreeAgent

From FreeAgent to other apps

From other apps to FreeAgentSee it on my Impac! Dashboard

Company

Company



PeopleContact

Invoices list widget (If at least one invoice is associated)
App UsersUsers





Accounting data shared

Entity in ConnecEntity in FreeAgent

From FreeAgent to other apps

From other apps to FreeAgentSee it on my Impac! Dashboard
Accounts/Bank AccountsCategory


 Account balance / Accounts comparison widgets
InvoicesInvoice

All invoice widgets
InvoicesBill

Purchase order list widget
JournalsJournalSet


Balance sheet widget (corresponding accounts are updated)
itemsPrice list item



Other Data shared

Entity in ConnecEntity in FreeAgentFrom FreeAgent to other appsFrom other apps to FreeAgentSee it on my Impac! Dashboard
TaskTask


ProjectProject









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