FreshBooks

Before you can access data from users using FreshBooks for their accounting, you need to set up a FreshBooks integration in the Railz Dashboard™. You'll need to:

  • Create a FreshBooks developer application.
  • Add your secure keys to the Railz Dashboard™.

1. Create a FreshBooks Developer Application

  1. Create an account at freshbooks.com.
  2. Once logged in, visit https://my.freshbooks.com/#/developer and select Create an App.
FreshBooks Developer Portal - Create an App. Click to Expand.FreshBooks Developer Portal - Create an App. Click to Expand.

FreshBooks Developer Portal - Create an App. Click to Expand.

  1. Enter your app details.
FreshBooks Developer Portal - Edit Application. Click to Expand.FreshBooks Developer Portal - Edit Application. Click to Expand.

FreshBooks Developer Portal - Edit Application. Click to Expand.

  1. The Application Name is displayed to your users, so should identify you.
  2. The Redirect URIs must read: https://auth.railz.ai/freshbooks/railzConnect

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Not using Railz Connect?

If you are building full custom API integration and not using Railz Connect™ OR still using the old version of our widget (iFrame version), your Redirect URIs must be https://auth.railz.ai/freshbooks/

FreshBooks Developer Portal - Redirect URIs. Click to Expand.FreshBooks Developer Portal - Redirect URIs. Click to Expand.

FreshBooks Developer Portal - Redirect URIs. Click to Expand.

  1. Select Save to create your app.
  2. Select the small arrow next to the newly created app to display your secure keys. You'll need these for the next stage of the process.
FreshBooks Developer Portal - Client ID & Secret. Click to Expand.FreshBooks Developer Portal - Client ID & Secret. Click to Expand.

FreshBooks Developer Portal - Client ID & Secret. Click to Expand.

2. Add your Secure Keys to Railz

  1. Open the Railz Dashboard™ and log in.
  2. In the left pane, select Integrations.
  3. Scroll down to the FreshBooks integration and select Manage.
Railz Integration Settings. Click to Expand.Railz Integration Settings. Click to Expand.

Railz Integration Settings. Click to Expand.

  1. Paste in your Client ID and Client Secret, and then select Save changes.
Railz Manage Accounting Integration. Click to Expand.Railz Manage Accounting Integration. Click to Expand.

Railz Manage Accounting Integration. Click to Expand.

  1. Enable your integration. Go back to Integrations, and use the toggle to update the FreshBooks integration from Disabled to Enabled.

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