FreshBooks Connect by Workato
This recipe creates or updates contacts in Xero in the event of a new/updated client in FreshBooks.
Username or email of the client must be present in FreshBooks in order for the recipe to run correctly.
All required parameters must be filled in. Make sure that the value input into these parameters are correct. They will affect the synchronisation process and may cause failures if the values are not exact match to your accounts. You can learn more about the parameters at the end of the page.
What this recipe does
Syncing Contacts :
This recipe syncs contacts from FreshBooks to Xero. If a Xero contact does not match to any contacts in Xero, a new record will be created with the FreshBooks' detail.
The search criteria is based upon on the Contact's First Name and Last Name as FreshBooks' Contact Name. Contact Name must be unique in Xero, hence was chosen as the search criteria.
- Newly created contact will be assigned a default Sales account code of 4000(Sales). You can reassign the contact to other accounts through Xero.
Contacts will not be updated if it belongs to the Master application. If FreshBooks is where you do not want changes to be made upon, choose FreshBooks as the master. If you would like FreshBooks Clients to be updated whenever Xero makes an update, choose Xero as the master.
NOTE : If you run this recipe as well as the Contact->Client recipe, make sure that the Master for Contacts parameter tally and matches. You cannot have different masters for different recipes. This will cause recursions and unexpecting errors.
Specify if you would like to be notified for any new records being created in your Xero account. Please note that you will still receive email notifications for job failures and errors regardless of this option.
Master for Contacts
Specify which should be the master application to hold the contact database. Contacts in the master application will not be affected by any updates from the secondary application. IMPORTANT : This choice must match with the same parameter for FreshBooks->Xero Contact syncing recipe in order to be correct.