Odoo FreshBooks Online Integration App

FreshBooks is a cloud-based accounting software service designed for startups and small business owners. The tool is valuable for small client-service businesses that send invoices to clients and get paid for their time and expertise.

 

It has been noted that for these small businesses, as they continue to scale up they would require a wider range of software to easily manage other aspects of their business. Typical examples may include areas like Products, Inventory, Purchase, CRM, HRM, E-commerce, Logistics, Helpdesk.

 

For these small businesses managing the data between FreshBooks and other third-party tools (such as the ones mentioned above) can be a challenge.

 

It is here that Pragmatic came up with a scalable, robust, and dependable technology solution for these small businesses. With the help of an integration app, Pragmatic provides an integration bridge between Freshbooks and Odoo (currently, the most popular suite of business application for SMBs). The small business owner is the eventual winner here as he can now utilize both the platforms together and get the best of both platforms.

 

Odoo Freshbooks online connector exports invoices/bills from Odoo and get them paid in FreshBooks and import paid invoices/bills into Odoo.

 

What elements can be transposed from one platform to another and back?

This connector will help the user to import or export the following objects:

Import / Export Master Data Customers, Taxes, Products, Invoices, Payments.

 

With this integration, all accounting information from various technology applications like Inventory and Warehouse Management, CRM, HRM, Helpdesk, Project Management could be easily transitioned back and forth between FreshBooks and Odoo.

 

What elements can be transposed from one platform to another and back?

This connector will help the user to import or export the following objects:

Import / Export Master Data Customers, Taxes, Products, Invoices, Payments.

 

With this integration, all accounting information from various technology applications like Inventory and Warehouse Management, CRM, HRM, Helpdesk, Project Management could be easily transitioned back and forth between FreshBooks and Odoo.

 

Benefits of the Odoo FreshBooks Online Integration App

The app is proven to deliver High Rated Outcomes:

• It reduced dependency on manual entry of data
• Saved time for duplicate record keeping from external systems to FreshBooks
• Substantially brought down human errors.
• Enabled quicker insight generation on organization-wide finances
• Insight generation is now made possible across the board as compared to siloed approach of the external systems

 

Odoo FreshBooks Connector

Odoo-FreshBooks Online (FBO) connector is used to export invoices/bills from Odoo to FreshBooks and import payments back to Odoo.

 

Following are the features:

• Import FBO Customer into Odoo
• Import FBO Taxes into Odoo
• Import FBO Products into Odoo
• Import FBO Invoices into Odoo
• Import FBO Payments into Odoo
• Export Odoo Customer into FBO
• Export Odoo Taxes into FBO
• Export Odoo Products into FBO
• Export Odoo Invoices into FBO

Configuration

 

Users can find FreshBooks Connector configuration on the company form.

Go to “Settings ➡ Users ➡ Companies“. Select the company for which you want to configure your FreshBooks Connector app. Provide appropriate Consumer Key, Consumer secret key, Authorization URL, Authorization Token URL, Redirect URL, etc.

 

Synchronization

 

 

 

Import Function

This connector provides a single solution for all your FreshBooks data imports. You can import Contacts, Taxes, Invoices, Products and Payments – all from one single window.

 

Export Contacts

You can create contacts in Odoo and export it to FreshBooks through the contact form or list view. You can export multiple contacts from Odoo to FreshBooks at one go..

 

 

Import Contacts

 

Export Taxes

You can create Taxes in Odoo and export it to FreshBooks through Taxes form or list view. You can export multiple Taxes from Odoo to FreshBooks at one go.

 

 

Import Taxes

 

Export Products

You can create products in Odoo and export it to FreshBooks through Product form or list view. You can export multiple products from Odoo to FreshBooks at one go from a single window.

 

 

Import Products

 

Export Invoices

You can create Invoices in Odoo and export it to FreshBooks through the Invoice form or list view. You can export multiple Invoices from Odoo to FreshBooks at one go from within a single window.

(Note: Only Open state Invoices can be Exported to FreshBooks)

 

 

 

Import Invoices