Set up FreshBooks

Before you can access data from customers using FreshBooks for their accounting, you need to set up a FreshBooks integration in the Codat portal. You'll need to:

  • Create a FreshBooks developer application.
  • Add your secure keys to the Codat portal.

Create a FreshBooks developer application

  1. Create an account at freshbooks.com.
  2. Once logged in, visit https://my.freshbooks.com/#/developer and select Create an App.
  1. Enter your app details.
  1. The Application Name is displayed to your users, so should identify you.
    The Application Type should be set to Private App
    The Redirect URIs must read:
    For Production: https://freshbooks.codat.io/oauth/callback
    For UAT: https://freshbooks-uat.codat.io/oauth/callback
  2. Select Save to create your app.
  3. Select the small arrow next to the newly created app to display your secure keys. You'll need these for the next stage of the process.

Add your secure keys to Codat

  1. Open the Codat portal and log in.
  2. In the left pane, select Integrations > Accounting.
  3. Scroll down to the FreshBooks integration and select Manage.
  4. Paste in your Client ID and Client Secret, and then select Save.

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Spaces in secure keys

Make sure that your secure keys don't contain any spaces.

  1. Enable your integration. Go back to Integrations > Accounting, and use the toggle to update the FreshBooks integration from Disabled to Enabled.

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