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 Railz.
- Create an account at freshbooks.com.
- Once logged in, visit https://my.freshbooks.com/#/developer and click Create an App.
- Enter your app details.
- The Application Name is displayed to your users, so should identify you.
- The Redirect URIs must read:
- Set the Scopes to the following list to allow Read access for the data types that Railz supports.
Scopes for Pushing Data
If you need to push data to Freshbooks you will need to select the corresponding write scope. If the scopes you need are changed then businesses will need to re-authenticate with your app for the new scopes to be applied. We recommend setting all read and write scopes on setup to avoid reauthentication.
- Click Save to create your app.
- 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.
- Open the Railz Dashboard™ and log in.
- In the left sidebar navigation menu, go to Integrations > Accounting.
- Scroll down to the FreshBooks integration and click Manage.
- Paste in your Client ID and Client Secret, and then click Save changes.
- Enable your integration. Go back to Integrations > Accounting, and use the toggle to update the FreshBooks integration from Disabled to Enabled.
Updated 4 days ago