Accounts & Clients
From FreshBooks to Salesforce, whenever a new Client is created in FreshBooks , it will be synced to Salesforce as a new Account. FreshBooks Clients must be active in order for them to be synced to Salesforce.
From Salesforce to FreshBooks, an Account will only be synced to FreshBooks as a Client when it has at least one Closed/Won Opportunity associated with it.
Opportunities & Transactions
The following transaction types can be synced between FreshBooks and Salesforce:
From FreshBooks to Salesforce, when a new Transaction is created inFreshBooks, it will be synced to Salesforce as a Closed/Won Opportunity with the "FB Transaction Type" field value set to that of the Transaction in FreshBooks. For example, if you created an Invoice in FreshBooks, it would be synced to Salesforce as a Closed/Won Opportunity with the "FB Transaction Type" field set to "Invoice." The Line Items specified in the FreshBooks Transaction will be synced to the Opportunity Product related list in the Opportunity in Salesforce.
From Salesforce to FreshBooks, an Opportunity will be synced to FreshBooks as a Transaction. In order for the the Opportunity to sync to FreshBooks, the Opportunity must be Closed/Won, the "FB Transaction Type" field must be populated with the desired transaction you would like to sync it to FreshBooks as, and it must contain at least one Product in it that has been previously synced to a FreshBooks Item. If no "FB Transaction Type" value is selected, the Transaction will default as an Invoice when synced to FreshBooks. In addition, Salesforce Opportunities can only be inserted into FreshBooks as new Transactions. Any modifications made to Opportunities that have been previously synced to FreshBooks will not be synced.
Items & Products
From FreshBooks to Salesforce, a new Item is synced to Salesforce as a Product and the price of the Item is automatically inserted into the Standard Pricebook. If you have additional pricebooks in Salesforce, prices will not be added to these pricebooks. Items and Products are a one-way integration only from FreshBooks to Salesforce. Items can be synced from FreshBooks to Salesforce, using the Product Matcher option only.
Scheduling
DataSynch can be run manually or through the following scheduling increments:
- Every 1 hour
- Every 6 hours
- Every 12 hours