FreshBooks for Salesforce

Improvements Required

There isn't any information about this integration online making troubleshooting issues very difficult. We were never able to get our contacts to sync.

A great foundation for syncing with FreshBooks

Thanks for your work on this integration with FreshBooks! It took me aback when I randomly discovered it late last year since I know FreshBooks has another partner working on an official solution. Your solution isn't complete but it gets the job done pretty effectively and I hope you're making improvements. This app makes it possible to sync my clients and invoices from FreshBooks to Salesforce, matching clients with Accounts using the FreshBooks client number as an external ID. It offers a setup page where one can manually match FreshBooks clients with Salesforce Accounts but this implementation is tedious to navigate. I have found it easier to reference the client number myself in FB and plug it into the appropriate Account field along with the client's email address. The app is a little rough around the edges. I've found that the scheduled syncing of clients and/or invoices doesn't run automatically, only when I click Sync Now; the Visibility State is backward for all records, showing 0 when visible and 1 when invisible when it's supposed to be the other way around; and it seems that when I sync invoice, some fields like Display Status don't always get updated properly. Overall, though, this is a good foundational integration worth every penny. I would pay more for this if you plan to develop it further. In addition to corrections to the above bugs, I would love to be able to create invoices directly in Salesforce and have them sync back to FreshBooks. I would also like the app to sync Expenses as well so I can get the full picture of my net income and report on it in Salesforce. Finally, is it possible to add support for Payments as a separate object? This way I can track the occasional multiple payments on a single invoice. There can also be a place to show Payment Notes, which I use to record check numbers, for example. Thanks again for your development work! Let me know if you'd like more feedback.