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Integrating Freshbooks

Capabilities​

DataGrail's Freshbooks integration provides the following capabilities:

ProductCapability
Request Manager
Request TypesAccess
Identifier CategoriesEmail

Before You Start​

To successfully configure this integration, please ensure you have sufficient privileges:

  • DataGrail User Role: Super Admin, Connections Manager
  • Freshbooks User Role: Admin

Create Freshbooks API App​

  1. Log in to Freshbooks.
  2. Go to Developer Portal through the drop-down list of the settings on the left panel.
  3. Select Create an App.
  4. Configure your application:
Application Configuration
  • Application Name: DataGrail
  • Website URL: https://datagrail.io
  • Redirect URIs: https://datagrail.io/oauth/freshbooks
  1. Select Save.
  2. Find the new DataGrail app in the list of your applications and select Edit Application.
  3. Copy your Client ID and Client Secret and store them in a secure, temporary location.

Connect to DataGrail​

  1. In DataGrail, navigate to Integrations and select Configure New Integration to search for Freshbooks.
  2. Enter the Client ID and Client Secret.
  3. Select Login to Configure.
  4. Log in to Freshbooks if prompted.
  5. Select Allow to grant DataGrail the necessary permissions for the integration.

Next Steps​

Now that you've successfully connected the integration, check out the following resources:

Troubleshooting​

If you are unable to successfully connect the integration, review these common troubleshooting steps:

Ensure Required Permissions Are Granted on API Keys/Resources

DataGrail checks required permissions and scopes on API keys/resources used by each integration. If all necessary permissions are not granted, new connections will fail.

Review Required Account Types and User Roles

If users do not have the necessary permissions or the minimum required user role in the connecting system, the connection to DataGrail will fail. Additionally, connections will fail if your account type does not match the one required by the integration.

See Before You Start to review these requirements.

Technical Details​

Access TypeSynchronous

 

Need help?
If you have any questions, please reach out to your dedicated Account Manager or contact us at support@datagrail.io.

Disclaimer: The information contained in this message does not constitute as legal advice. We would advise seeking professional counsel before acting on or interpreting any material.