Batchbook Knowledge Base FreshBooks - Powered By ZapierTrack FreshBooks invoices in Batchbook

Track FreshBooks invoices in Batchbook

One of the cool integration points we have with FreshBooks via Zapier is the ability to create a new contact in Batchbook every time you create a new invoice. With a little planning, you can use this integration to keep track of the invoices you send your contacts, including important details like invoice date and amount.

Set Up the Connection

Set Up the Connection

To set up this integration, you'll need a Zapier account in addition to Batchbook and FreshBooks. You can start your free account here, which will give you 5 free zaps plus 200 tasks per month.

Once you have a Zapier account, you can get started with the FreshBooks Invoice to Batchbook Person zap.

Start by hooking up your FreshBooks and Batchbook accounts.

Create a Custom Field Set to Store Invoice Info

Create a Custom Field Set to Store Invoice Info

You will be able to map standard data like contact name, email, and address to default fields in Batchbook. To bring over invoice specific information, you need to first create custom fields to store the information. Create a new Custom Field Set with fields for the information you want to import from FreshBooks. Check the Zapier integration to see which information you can export.

Map the Fields in Zapier

Map the Fields in Zapier

In Zapier, all of your Batchbook custom fields will show up as options to map to. Look for the new Custom Field Set you created and then choose which FreshBooks info you would like to map over to Batchbook. Don't forget to map default info like name, email, and address as well!

Make it Live!

Make it Live!

After you get all of your data mapped, you can go ahead and test out the zap and make it live. It will then automatically create a new contact every time you add an invoice. If you mapped over the invoice data, that will be included with the other contact info.

Merge Contact Info

Merge Contact Info

This integration creates a new contact for each invoice. So, if you have multiple invoices or already have contact info in Batchbook, you will want to merge the new info in with any current contact info. You can do this easily with our de-duper tool. Click your name at the top left in Batchbook, select Settings and then select De-Dupe.

Set yourself a To-Do reminder to run the de-duper on a regular basis.  

Once you import your invoice information from FreshBooks, it will become part of the contact history. You will be able to use this information when doing advanced searches and building lists. It will also be a handy invoice history right in Batchbook.

Learn more about our Zapier powered FreshBooks integration.