Use FreshBooks & EasyCSV Together

How to Import Invoices or Bills into FreshBooks

How to connect FreshBooks to EasyCSV and Import Invoices & Bills

1. Log into EasyCSV
2. Create a new sheet import page on EasyCSV.io using an example CSV file or Google Sheet of what you want to import into FreshBooks.
3. After the page is created, choose FreshBooks as the integration, choose to create Invoices or Bills, and connect your FreshBooks account, or open Sheet Details / Import Flow to connect.
4. Then follow the directions below to map spreadsheet columns to the correct fields in FreshBooks.

EasyCSV can match clients and items in FreshBooks by email, company name, or item name. You can also enable automatic creation of new clients and line items when they are not found in your FreshBooks account (configure these options in your import flow settings).

How do I map spreadsheet column names to FreshBooks fields?

Use the EasyCSV feature: "Field Mappings". You will find it at the top of your sheet import page if you are logged into EasyCSV and are the admin.

For each FreshBooks field you want populated, create a new field mapping.

Select the column value you want pushed into specific FreshBooks fields for invoices and related data (client details, line items, dates, amounts, and more).

How do I re-authorize / re-connect my FreshBooks Account to EasyCSV?

Click here to reconnect FreshBooks to EasyCSV

How do I disconnect EasyCSV from my FreshBooks account?

1. Log into Freshbooks
2. In the bottom left of the main navigation clicks "Apps" or use this link: My Apps & Integrations
3. Find EasyCSV in the list of apps and click the "Disconnect App" button.

If you disconnect, you will need to reconnect your FreshBooks account to EasyCSV to resume imports.