How to integrate FreshBooks New with Magento 2

How to manage your business finance is a question that any business owner is anxious to find answers. FreshBooks New is a great software that can help you easily manage your finances. In this tutorial, we will help you learn how to integrate FreshBooks New with Magento 2.

FreshBooks is a reliable financial and accounting software for small business owners. This is a tool used by more than five million businesses that help track customers time and invoicing. From that, businesses can manage invoices and collect online payments in the same system.

In addition, FreshBooks allows payment by Google Checkout, Paypal, credit card and integrates with a list of systems and business applications. You will definitely have an enjoyable experience using FreshBooks for your Magento 2 store.

How to integrate FreshBooks New with Magento 2

To integrate FreshBooks New

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the FreshBooks New account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate FreshBooks New for your Magento 2 store

Step 1: Sign up the Zapier account

Step 2: Sign up the FreshBooks New account

After logging into Zapier, choose Make a Zap to start integrating

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Step 3: Integrate Magento 2.x

  • In this step, choose Magento 2.x so that Zapier can get all data from your store.

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  • Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

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  • After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

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  • After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

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  • Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

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Step 4: Integrate FreshBooks New

  • In Choose an Action App field, choose FreshBooks New and click on Continue.

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  • Then, you need to choose one of the options in the drop-down list of Select FreshBooks New Action field. After selecting, click on continue.

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  • Next, you need to select FreshBooks New account. Please click on Connect an Account. Now below is the account that you have just connected, then click on Save + Continue to do the next step.

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  • Next, you must set up FreshBooks New Client. Now, please enter all required fields on page, then choose continue box.

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  • Wow, you have tested FreshBooks New successfully. Finally, choose Finish and set the name your zap to complete.

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  • Your Zap is working and it will auto-check for your Magento 2.x new customer.

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  • After all, you have just done the integration between FreshBooks New and Magento 2.

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  • Congratulations! You have just integrated FreshBooks New with Magento 2.

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