HOW TO
- Connect FreshBooks to Databox
- Access pre-built FreshBooks Templates
- Build a Databoard using FreshBooks data
- Additional Information
How to connect FreshBooks to Databox
IN THIS SECTION
- What’s the maximum amount of historical data initially available when you use a new FreshBooks Metric in Databox?
- What time zone does FreshBooks data sync in?
- How often does FreshBooks data sync?
How to connect FreshBooks to Databox
To connect a FreshBooks Account in Databox, go to Data Manager > + New connection. Type FreshBooks in the search bar and click on the green Connect button. Next, click the green Connect now button.
This will open the Authorization window, which is where you will be prompted to enter your FreshBooks login credentials and authorize the Databox app.
Pro Tip: Each FreshBooks Account must be connected as a separate Data Source in Databox (1 Account = 1 Data Source). Learn more here.
What's the maximum amount of historical data initially available when you use a new FreshBooks Data Source Metric in Databox?
Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more here.
The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more here.
What time zone does FreshBooks data sync in?
FreshBooks data is synced in the time zone set in the FreshBooks Account. For example, if your FreshBooks Account time zone is set as EST, your FreshBooks data will sync with Databox in EST.
How often does FreshBooks data sync?
All FreshBooks Data Sources will sync every hour with Databox. Learn more here.
How to access pre-built FreshBooks Templates
- Navigate to Databoards > Public Templates
- In the Data Source drop-down list, select FreshBooks
- To view a preview of the Template populated with dummy data, click Preview
- To pull the Template into your Account and re-populate it with your own FreshBooks data, click Use Template
- Select the appropriate FreshBooks Data Source from the drop-down list to complete the process. The Databoard will be re-populated with data from the selected FreshBooks Account and can be found on the Databoards page.
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.
Popular FreshBooks Templates
| FreshBooks Overview |
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| The FreshBooks Overview Template helps you oversee key metrics such as Gross Profit, Net Profit, Total Clients, Expenses, Income by Category and more. |
How to build a Databoard using FreshBooks data
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Popular FreshBooks Metrics
| Total Invoices |
Total Invoice Amount by Invoice ID |
Total Invoice Amount |
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View a full list of FreshBooks Metrics available in Databox here.
How to build a Databoard
- Navigate to Databoards > + New Databoard > Start Blank
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Click on the Metric Library icon on the left-hand side of the Designer.
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Select the appropriate FreshBooks Account from the Data Source drop-down list in the Metric Library.
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View the list of pre-built FreshBooks Datablocks in the Metric Library. Drag and drop your selected Datablock onto your Databoard.
- If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon.
- View the list of Visualizations available in Databox. Drag and drop your selected Visualization onto your Databoard.
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Click on the Datablock on the Databoard to open the corresponding Datablock Editor on the right-hand side of the Designer.
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In the Metrics drop-down, click Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source.
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In the main Metrics drop-down, select the metric you'd like to display on the Datablock, using the Search bar if needed. This will update the Datablock, and it will populate with the corresponding data.
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Complete steps 4-9 until your Databoard is complete.
Additional Information
IN THIS SECTION
Metric Considerations
Databox extracts direct values from FreshBooks, however for the following metrics special conditions apply:
- Outstanding Invoices: Databox checks all invoices that have an outstanding object in the response, and that it is not empty. The Value has to be larger than 0 and the Paid Amount of the invoices has to be less than the Total Value. The Invoice Status (v3_status) must be one of the Paid, Draft, Auto-paid and Partial.
- Payments Collected: Databox only processes Return Payments because in the FreshBooks API response they are separated from other income.
- Total Payments Collected: Databox processes Income and Payments together. Values of Objects are also summed up.