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Getting Started with Freshbooks

How to pair Freshbooks and Connex

Is there a demo?

Here is a demo:

How do I pair?

Here are the steps:

  1. Log into Connex.
  2. Click add a selling channel and pair a selling channel.
  3. On the pair accounting system page, choose the other tab.
  4. Choose Freshbooks.
  5. Sign into Freshbooks and give Connex permissions to sync.
  6. Complete the Connex install wizard.

In what direction can you sync?

We can perform a two way order sync. We can sync payments for paid orders. We can sync invoices to Freshbooks. 

How do fields map?

Here is a list:

Freshbooks Connex
Billed to Customer name or company
Date of Issue Order Date
Due Date Due Date
Invoice Number Order number. We can use the next number from Xero.
Reference Order number
Amount Due Order total
Item Product SKU
Description Product Name
Qty Quantity
Price Unit Price
Disc Not used. We map discount codes as a separate line item.
Account Connex settings > finance settings > income account. Please contact us about mapping the income account from the product.
Tax rate Rules engine tax code. You must map tax codes.
Tax amount Tax amount
Amount Auto calculated in Xero.
Shipping maid Shipping Paid
Shipping method Added as a separate line item.
Note Customer note
Payment amount Payment amount
Payment mate Payment date
Payment method Payment method
Customer address Billing address and shipping address
Customer phone and email Phone and email of incoming order