Freshbooks Integration Module seamlessly integrates with Freshbooks to enable real-time, two-way synchronization of essential business data. This module simplifies data management, enhances operational efficiency, and ensures your teams have access to accurate and up-to-date information at all times. By bridging the gap between Freshbooks and your systems, it empowers your business to focus on growth and customer satisfaction. Designed to streamline operations and ensure data consistency, the module synchronizes the following key data sets between Freshbooks and your system. Developing a FreshBooks Integration Module for Perfex CRM allows businesses to automate the synchronization of invoices, payments, expenses, and client data between Perfex CRM and FreshBooks. This integration helps reduce manual data entry, improve accuracy, and enhance productivity.

Key Features of the FreshBooks Integration Module

1. Two-Way Synchronization:
   • Sync invoices, payments, and client data between Perfex CRM and FreshBooks in real-time.
   • Ensure consistent and up-to-date records across systems.
2. Invoice Management:
   • Create and send invoices from Perfex CRM to FreshBooks automatically.
   • Sync invoice statuses (draft, sent, paid) between the two platforms.
3. Payment Reconciliation:
   • Automatically update payment statuses in Perfex CRM based on FreshBooks data.
   • Track payment history for each invoice within Perfex CRM.
4. Client Data Sync:
   • Sync customer profiles, including contact details and billing information.
   • Prevent duplicate entries with unique client matching.
5. Expense Tracking:
   • Sync expenses from Perfex CRM to FreshBooks for accurate accounting.
   • Categorize expenses according to FreshBooks rules.
6. Tax Compliance and Multi-Currency Support:
   • Map taxes between Perfex CRM and FreshBooks for accurate calculations.
   • Handle multi-currency transactions to support global businesses.
7. Custom Field Mapping:
   • Allow users to map custom fields in Perfex CRM to fields in FreshBooks.
8. Automated Sync Scheduling:
   • Set synchronization intervals (e.g., hourly, daily, weekly).
   • Provide manual sync options for immediate updates.
9. Error Handling and Notifications:
   • Log sync errors with detailed descriptions for troubleshooting.
   • Notify users of conflicts or sync failures via email or in-app alerts.
10. OAuth 2.0 Authentication:
    • Securely connect Perfex CRM with FreshBooks using OAuth 2.0.
    • Manage API credentials within the module's settings.
11. Integration Dashboard:
    • View integration status, sync history, and activity logs in a user-friendly dashboard.
    • Generate reports on synced invoices, payments, and other financial data.

Set-up

Included documentation will help you upload and activate the module inside Perfex CRM, if you are not aware on how to do it.

Support

Our support team is always around to help. Feel free to raise a support ticket. Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.

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4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

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6. The response time can last up to 6 hours.

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• Instant access to all plugins and all themes including all future releases
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• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
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Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.