FreshBooks
FreshBooks
Setup Guide
Follow these steps to connect FreshBooks to your CData Connect account:
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Open the Connections page of the CData Connect dashboard.
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Click + Add Connection in the upper-right corner.
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Type FreshBooks into the search field, then click the data source name.
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On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
Creating an OAuth App
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In a separate browser window, login to the FreshBooks developer site.
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Click Create New App.
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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.
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Click Save to create your app. When it appears in your apps list, click it to open the app details.
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Copy down the values for Client ID and Client Secret.
Connecting to CData Connect
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Return to CData Connect.
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Enter your OAuth Client Secret. This is the Client Secret from your OAuth application.
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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
https://oauth.cdata.com/oauth/
. Use this when you configure your OAuth app on FreshBooks. -
Enter your OAuth Client Id. This is the Application (client) Id from your OAuth application.
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Click Sign in to connect securely through OAuth. This action opens the FreshBooks sign-in page in a new tab.
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Log into your FreshBooks account and provide the requested permissions (if applicable).
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At the top of the CData Connect Add FreshBooks Connection page, click Save & Test.
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If the connection test succeeds, a message indicates that your connection has been created.
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If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Then, try again.
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More Information
For more information about interactions between CData Connect and FreshBooks, see this information page.