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
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
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
Make it Live!
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.