FreshBooks integration

Modified on Sun, 5 May at 4:22 AM

Follow these steps to connect to your FreshBooks Data Source for PrediktAI and use your imported data in any of our dashboards and reports.


Before you begin

To connect, you need:

  • An active FreshBooks instance
  • Access to your organisation's data (Administrator permissions)


Instructions

  1. Connect to your PrediktAI account
  2. Open the Integrations page
  3. Click on the "Add integration button"
  4. Select the FreshBooks integration from the dropdown menu (you can start typing in the field for faster access)
  5. Click on the "Next" button
  6. Review the integration information
  7. Click on the "Next" button
  8. You will be redirected to your FreshBooks account OAUTH screen
    1. Optionally, authenticate with your FreshBooks credentials if you're not already logged in
  9. Click on the "Next" button
  10. After up to 10 minutes, your dashboards and reports data will automatically be updated with the provided values.



Important 

  • In case of conflict, data from other data sources will have precedence over the Google Sheet data.

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