FreshBooks

 

In this article: about FresBookshow to set up the sync, what can be syncedautomatic synchronization and how to stop the sync.

 

About FreshBooks

FreshBooks is a refreshingly easy-to-use, fun and approachable cloud accounting solution that makes managing small biz finances simple and straightforward. Designed with a non-accountant in mind, easily create and send invoices, automatically import expenses and accept payments online, all from your phone or the web. Sign up here for a free trial.

NOTE: Integration only works with FreshBooks Classic.

 

How to set it up?

To set up the FreshBooks data sync, go to the Import and Export page (by first clicking on “…More” on the left menu bar). You’ll find the it right below the Basecamp sync :

 

freshbooks-integration

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To start setting up the sync, click on the green “Enable” button enter your FreshBooks account name. This will direct you to a FreshBooks page, where you need to give Toggl access to your account:

 

Allowing-access2

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After granting access, you’ll be directed back to the Import page.

 

What am I able to sync?

Data can be synced through 4 individual “pipes”, which can be configured separately. You’re able to import from FreshBooks:

 

  • Users – FreshBooks users will be imported as Toggl users. Existing users are matched by e-mail. When importing users, you’re able to select exactly which users you wish to import. New users will be imported as “deactivated” users, that can be activated on the Team page. Please note that only admins and staff members will be imported – not contractors.
  • Projects – FreshBooks projects will be imported as Toggl projects. Existing projects are matched by name.
  • Tasks – FreshBooks tasks will be imported as Toggl tasks. Existing tasks are matched by name. By importing tasks, the project under which the task is attached, will be imported as well.

 

 From Toggl to FreshBooks you’re able to export time entries:

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TE-export2

Please note that only time entries that are assigned to FreshBooks tasks and users will be exported to your FreshBooks timesheet. Additionally, exporting time entries for the same time period multiple times can cause duplicate time entries in Freshbooks. This can happen when the configuration is deleted and re-enabled.  All time entries also need to be set as billable in order to be exported. This means that a Starter subscription is required for time entry export.

Once the sync is complete, Toggl tells you what was imported/exported and how long it took. If there are problems, you can check the log for more details:

 

Sync-success2

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Please note:
The “Sync now” button doesn’t trigger an immediate synchronization. It will place your synchronization in a queue, the actual synchronization will happen a bit later. (This can in a busy period be an hour or even more.)

Automatic synchronization

This will look for new things to import at least once an hour (not available for users’ import) and can be enabled from the cogwheel menu, which is right next to the Sync button.

You can trigger a manual sync just by clicking on the Sync button anytime you wish.

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Stopping the sync

Since all 4 pipes are individual, you’re able to manage them separately as well. To delete the configuration for a specific pipe, choose “Delete configuration” from the cogwheel menu next to the “Sync” button.

To stop the sync across all 4 pipes, choose “Delete configuration” from the lone cogwheel menu at the top right of the pipes.

 



If you didn't find what you were looking for, please write to support@toggl.com and we are happy to help!


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