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Freshbooks New

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Overview

Small Business Accounting Software That Makes Billing Painless. The new FreshBooks is accounting software that makes running your small business easy, fast and secure. Spend less time on accounting and more time doing the work you love. Extrata downloads your Freshbooks data using the Freshbooks New API.

Skill Level:  Freshbooks New API Basic Classification

Production Status: Experimental

Freshbooks API Docmentation

Freshbooks Version

This only works for the “new” Freshbooks.

Create An Application on your developer page
  1. Go here: https://my.freshbooks.com/#/developer  Log in if needed.
  2. Click on “Create an App”
  3. Enter an Application Name. e.g. Extrata
  4. Add a Description: Anything will do here
  5. Add the website URL: https://extrata.info
  6. Enter Redirect URIs: https://localhost
  7. Click on the Save button.
Get The Application Credentials for Extrata
  1. Go here: https://my.freshbooks.com/#/developer  There should now be an application named “Extrata” on the developer page.
  2. From that entry, we need the Client ID and Client Secret values when creating a source.
Steps to Configure the Freshbooks API Service Connector
Steps to Set-up the Source
  1. Click on the “Services” menu link in the left pane.
  2. Click on the “+” next to the Freshbooks Service.
  3. Enter the Source Name.
  4. Enter the optional Source Description.  Text in the description is useful during search requests.
  5. The Service should already default to “Freshbooks”.
  6. Enter the Client ID key. You can find/create this at https://my.freshbooks.com/#/developer
  7. Enter the Client Secret. You can find/create this at https://my.freshbooks.com/#/developer
  8. Click Save to create the new source.
Steps to Set-up the Task
  1. Click on the “Projects” menu link in the left pane.
  2. If there are no projects listed, create a new project, otherwise go to step 3.
  3. Click on the project name that will contain the task. Click the “Add Task” button.
  4. Enter the Task Name.
  5. Enter the optional Task Description.  Text in the description is useful during search requests.
  6. The Project is where the task will be saved and it will default to the Project name selected from the project list.  If you need to change the project, select the new project from the drop down list.
  7. The Source will default to the source name that is set as the default for the project.  If you need to change the source, select the new source from the drop down list.
  8. Select the Data Type for the account.
  9. Click on “Reload Account Info” to update the selections.  You may be prompted to log in. Once you have logged in, select “Allow Access”. Select the ID for the account.
  10. Select the collection.
  11. Enter the path or browse to the Save To Folder. The Save To Folder location defaults to the same location you set in your project, but you can also override it.
  12. Enter the file name for the output file.
  13. Select the File Type from the drop down list.  When saved, the file name will end with the selected file type.
  14. Click Save to create the new Task.
Running the Task
  1. Click on the “Projects” menu link in the left pane.
  2. Select the Project that contains the task.
  3. In the Tasks list, click the Run Freshbooks New API Task run icon for the task you would like to run.  The data will be downloaded from your service using the API and saved to the output file location. During the run, a Run Task dialog window will open with a task log of the run.  You can use this log to troubleshoot any run-time issues.
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