Setup Guide

Follow these steps to connect FreshBooks to your CData Connect account:

  1. Open the Connections page of the CData Connect dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type FreshBooks into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

Creating an OAuth App

  1. In a separate browser window, login to the FreshBooks developer site.

  2. Click Create New App.

  3. Configure the application information according to your needs. In the Redirect URIs field, enter and click the checkmark to save it.

  4. Click Save to create your app. When it appears in your apps list, click it to open the app details.

  5. Copy down the values for Client ID and Client Secret.

Connecting to CData Connect

  1. Return to CData Connect.

  2. Enter your OAuth Client Secret. This is the Client Secret from your OAuth application.

  3. To use this data source, you must supply a Callback URL when setting up your OAuth app. This is sometimes referred to as a ‘Redirect URL’. On CData Connect, this is marked as Use this when you configure your OAuth app on FreshBooks.

  4. Enter your OAuth Client Id. This is the Application (client) Id from your OAuth application.

  5. Click Sign in to connect securely through OAuth. This action opens the FreshBooks sign-in page in a new tab.

  6. Log into your FreshBooks account and provide the requested permissions (if applicable).

  7. At the top of the CData Connect Add FreshBooks Connection page, click Save & Test.

    • If the connection test succeeds, a message indicates that your connection has been created.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.

More Information

For more information about interactions between CData Connect and FreshBooks, see this information page.