Use the Freshbooks import tool to import sales invoices, customers and payments into Clear Books.

Step 1.

Navigate Settings > Organisation> Details & tax> API and fill in the Freshbooks API details. These can be obtained these from Freshbooks. Make sure not to leave any spaces before or after the API details.

Step 2.

Once the Freshbooks API details have been added navigate Tools > Import> Overview> Freshbooks.

Step 3.

The Freshbooks import tool has two options. It is advised that customers are imported first.

Either check the Import all clients box or import one customer at a time by entering the Username and Email into the appropriate fields. Click the Import button when you have done one of the two options.

Step 4.

Once customer details have been imported, use the Import invoices form to import sales invoices into Clear Books. The option Update Invoice allows the updating of invoices already imported into Clear Books from Freshbooks with payments.