FreshBooks Connect by Workato
This recipe creates or updates client in FreshBooks in the event of a new/updated contact in Xero.
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 Xero to FreshBooks. If a Xero contact does not match to any contacts in Xero, a new record will be created with the Xero' detail.
The search criteria is based upon Email of the Contact. If the Email was not given, then the search will be based on the Contact's First Name and Last Name as FreshBooks' username. If either search criteria returns a result, the found record will be updated.
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 notify 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.