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FreshBooks

FreshBooks

Setup Guide

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

  1. Open the Connections page of the CData Connect Cloud 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 https://oauth.cdata.com/oauth/ 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 Cloud

  1. Return to CData Connect Cloud.

  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 Cloud, this is marked as https://oauth.cdata.com/oauth/. 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 in to your FreshBooks account and provide the requested permissions (if applicable).

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

    • If the connection test succeeds, a message indicates that your connection has been created. The Status on the Edit Connection page also changes to Authenticated.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

More Information

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