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Freshbooks Classic

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Overview

Small Business Accounting Software That Makes Billing Painless. 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 Classic API.

Skill Level:  Freshbooks Classic API Basic Classification API

Production Status: Live

Freshbooks Classic Documentation

Freshbooks Classic Authentication
  1. This uses the Authentication Token method.
  2. Log into your Freshbooks Classic account
  3. Go to “My Account” followed by “Freshbooks Classic API”
  4. You will see an API URL and Authentication Token. You will need both of these when creating a source.
Steps to Configure the Freshbooks Classic 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 Classic 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 Classic”.
  6. Enter the Freshbooks API URL.  This is the subdomain for your Freshbooks account. For example: https://mydomain.freshbooks.com/api/2.1/xml-in
  7. Enter the API token.  You can find this in Freshbooks at User Options API Tokens. If you change your API token at Freshbooks, make sure you update the API token here.
  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 collection for the task from the drop down list.
  9. 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.
  10. Enter the file name for the output file.
  11. Select the File Type from the drop down list.  When saved, the file name will end with the selected file type.
  12. 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 Classic 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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