Freshbooks Magento 2 Integration

Overview

About Freshbooks Magento 2 Integration

Freshbooks Magento 2 Integration acts as a bridge between Magento 2 and Freshbooks. It enables the store owner to automate data transfers between Magento 2 and FreshBooks using API connections to make data transfers seamless.

Real-time Order Sync

Automatically imports orders in real-time from Magento store to Freshbooks

Manage Invoices

Intelligently matches invoice of existing customers and if necessary, creates new customer records

Worldwide Taxes

Supports worldwide tax including Sales Tax, US State Tax, VAT, GST, PST and HST

Description

Key Features

Freshbooks Integration for Magento 2 offers store owners to automatically sync orders, products, customers data from Magento website to Freshbooks. Admin can choose what entities want to synchronize such as products, customers, orders, invoices, credit memos, etc. They can even enable automatic information transfers via schedules or events (Triggers). It can simply map Magento 2 attributes to ones utilized in FreshBooks with presets to synchronize the two systems within a few clicks..

Product Data Transfer

Whenever any new product is added to a Magento store or an update is done in existing products, all the corresponding data will be automatically transferred to Freshbooks.

Sync Order Data And Invoices

On every new order created on the Magento website, Freshbooks will automatically sync the customer data and if the customer already exists in the database then the order will be associated with that customer. Else, a new customer data will be automatically created and the order will be synced.

As soon as the order is created on Magento 2 and its payment is successfully completed, the invoice is created in Freshbooks. Even, admin can easily automate recurring payments with auto-bills and in seconds, you can create a billing request schedule to automatically charge your customer.

Automatic Customer Data Transfer

If any customer will make any changes to their account details such as updating address, mail id, phone number, etc. then it will also get automatically synced and updated on Freshbooks to their existing account.

Easily Track Income

Income tracking is another important feature associated with the Magento 2 FreshBooks integration. It will quickly transfer income information from your Magento e-commerce website to FreshBooks. It even updates income to your profit and loss statement automatically as per the schedule or when required.

Payment Methods Mapping

Admin can easily map payment methods enabling data transfers between the platforms and keep track of different payment methods popular among your customers in the Magento 2 website.

Tax Rates Mapping

Freshbooks Magento 2 Integration provides the ability to map tax rates of Magento 2 orders to FreshBooks making certain that tax calculation in Magento 2 and FreshBooks are correct.

Multi-Language and Multi-Currency Support

Admin can send the invoice to his customers in their preferred language and currency. Therefore, this extension supports Multiple currencies and languages.

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