Odoo Freshbooks Integrationby Pragmatic TechSoft Pvt Ltd. http://www.pragtech.co.in
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|Also available in version||v 14.0 v 11.0|
Odoo FreshBooks Online Integration App
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|Supported Odoo versions & platforms|
Works & tested on standard installations of Odoo with no third party apps
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Paid support availaible for Odoo installations with third party apps.
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FreshBooks is a cloud-based accounting software service designed for startups and small business owners. The tool is valuable for small client-service businesses that send invoices to clients and get paid for their time and expertise.
It has been noted that for these small businesses, as they continue to scale up they would require a wider range of software to easily manage other aspects of their business. Typical examples may include areas like Products, Inventory, Purchase, CRM, HRM, E-commerce, Logistics, Helpdesk.
Odoo FreshBooks Online Integration App Features
Import FBO Customer into Odoo
Import FBO Taxes into Odoo
Import FBO Products into Odoo
Import FBO Invoices into Odoo
Import FBO Payments into Odoo
Export Odoo Customer into FBO
Export Odoo Taxes into FBO
Export Odoo Products into FBO
Export Odoo Invoices into FBO
For these small businesses managing the data between FreshBooks and other third-party tools (such as the ones mentioned above) can be a challenge.
It is here that Pragmatic came up with a scalable, robust, and dependable technology solution for these small businesses. With the help of an integration app, Pragmatic provides an integration bridge between Freshbooks and Odoo (currently, the most popular suite of business application for SMBs). The small business owner is the eventual winner here as he can now utilize both the platforms together and get the best of both platforms.
Odoo Freshbooks online connector exports invoices/bills from Odoo and get them paid in FreshBooks and import paid invoices/bills into Odoo.
What elements can be transposed from one platform to another and back?
This connector will help the user to import or export the following objects:
Import / Export Master Data Customers, Taxes, Products, Invoices, Payments.
With this integration, all accounting information from various technology applications like Inventory and Warehouse Management, CRM, HRM, Helpdesk, Project Management could be easily transitioned back and forth between FreshBooks and Odoo.
Benefits of the Odoo FreshBooks Online Integration App
The app is proven to deliver High Rated Outcomes:
- It reduced dependency on manual entry of data
- Saved time for duplicate record keeping from external systems to FreshBooks
- Substantially brought down human errors
- Enabled quicker insight generation on organization-wide finances
- Insight generation is now made possible across the board as compared to siloed approach of the external systems
Odoo FreshBooks Connector
Odoo-FreshBooks Online (FBO) connector is used to export invoices/bills from Odoo to FreshBooks and import payments back to Odoo.
Users can find FreshBooks Connector configuration on the company form.
Go to "Settings ➡ Users ➡ Companies". Select the company for which you want to configure your FreshBooks Connector app. Provide appropriate Consumer Key, Consumer secret key, Authorization URL, Authorization Token URL, Redirect URL, etc.
This connector provides a single solution for all your FreshBooks data imports. You can import Contacts, Taxes, Invoices, Products and Payments – all from one single window.
You can create contacts in Odoo and export it to FreshBooks through the contact form or list view. You can export multiple contacts from Odoo to FreshBooks at one go..
You can create Taxes in Odoo and export it to FreshBooks through Taxes form or list view. You can export multiple Taxes from Odoo to FreshBooks at one go.
You can create products in Odoo and export it to FreshBooks through Product form or list view. You can export multiple products from Odoo to FreshBooks at one go from a single window.
You can create Invoices in Odoo and export it to FreshBooks through the Invoice form or list view. You can export multiple Invoices from Odoo to FreshBooks at one go from within a single window.
(Note: Only Open state Invoices can be Exported to FreshBooks)
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Contact / Support(Monday-Friday 10am to 7pm IST)
Pragmatic Techsoft Pvt. Ltd.Support
Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.
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