FreshBooks

FreshBooks ETL connector for data replication

Snapshot

Features

Details

Release Status

Released

Source API Version

v1

Table Selection

Yes

Column Selection

Yes

Edit Integration

Yes

Replication Type Selection

No

Authentication Parameters

FreshBooks Authentication

Replication Type

Full Replication Key Based Replication

Replication Key

Date

Suggested Replication Frequency

24 hrs

Tables/APIs Supported

Clients

Expenses

Invoices

Estimates

Taxes

Projects

TimeEntries

Integrate FreshBooks with Daton

  1. Signin to Daton

  2. Select FreshBooks from Integrations page

  3. Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later

  4. Login to FreshBooks in the pop-up and authorize Daton to periodically extract data from FreshBooks

  5. Post successful authentication, you will be prompted to choose from the list of available tables

  6. Then select all required fields for each table

  7. Submit the integration

Workflow

  1. Integrations would be in Pending state initially and will be moved to Active state as soon as the first job loads data successfully on to the configured warehouse

  2. Users would be able to edit/pause/re-activate/delete integration anytime

  3. Users can view job status and process logs from the integration details page by clicking on the integration name from the active list

FreshBooks Data

Clients

Purpose: Gives the list of all “clients” to whom you send invoices to.

Source API Documentation https://www.freshbooks.com/api/clients

Replication: Full Replication

Replication Key: NA

Fields

Expenses

Purpose: Gives the list of all expenditures of your business in FreshBooks.

Source API Documentation https://www.freshbooks.com/api/expenses

Replication: Full Replication

Replication Key: NA

Fields

Invoices

Purpose: Gives the list of all "Invoices" present.

Source API Documentation https://www.freshbooks.com/api/invoices

Replication: Full Replication

Replication Key: NA

Fields

Estimates

Purpose: This API gives a list of all "Estimates". Estimates provides Owners and Clients a way to agree and negotiate on the price and scope of work before it commences

Source API Documentation https://www.freshbooks.com/api/estimates

Replication: Full Replication

Replication Key: NA

Fields

Taxes

Purpose: Lists all the previously used "Taxes".

Source API Documentation https://www.freshbooks.com/api/taxes

Replication: Key-Based Replication

Replication Key: updated_since

Fields

Projects

Purpose: This lists all the "Projects", which are basically used for tracking business projects and related information.

Source API Documentation https://www.freshbooks.com/api/project

Replication: Key-Based Replication

Replication Key: updated_since

Fields

TimeEntries

Purpose: This lists all the "Time Entries". Time Entries represent time spent working for a client or project.

Source API Documentation https://www.freshbooks.com/api/time_entries

Replication: Key-Based Replication

Replication Key: updated_since

Fields