FreshBooks Integration with Odoo

The module connects Odoo with FreshBooks using secure OAuth 2.0 authentication. Users can authorize their FreshBooks account and establish a connection to exchange data between the two platforms.

The module manages the FreshBooks authentication process and refreshes access tokens when required. It securely stores the latest refresh token and handles token expiration, reducing the need for administrators to repeatedly authorize the account manually.

A connection testing option verifies whether Odoo is successfully connected to FreshBooks. It can also display basic information about the connected account or business, helping administrators confirm that the integration is working correctly.

The connector supports two-way synchronization of customers between Odoo and FreshBooks. Customers can be imported from FreshBooks into Odoo and exported from Odoo to FreshBooks. Important details such as customer name, email, phone number, address, and company information can be synchronized.

The module synchronizes customer invoices between Odoo and FreshBooks. It transfers supported invoice details, including invoice numbers, invoice dates, due dates, customer information, invoice lines, quantities, prices, taxes, and totals. Invoice statuses can also be mapped between both systems where supported.

The connector synchronizes supported payment information between Odoo and FreshBooks. It transfers payment amounts, dates, references, and related invoice details, helping users track paid invoices, outstanding balances, and partial payments. Payment reconciliation and refund handling require appropriate accounting logic.

Scheduled synchronization allows records to be updated automatically without requiring users to start the process manually. The system can identify newly created or recently modified records and synchronize them according to the configured schedule, reducing unnecessary processing and keeping both systems up to date.

A centralized dashboard provides an overview of the synchronization process. It displays imported records, exported records, pending records, failed records, and connection status. Users can also manually trigger synchronization for specific data types when required.

The module maintains synchronization logs to provide a history of data exchange between Odoo and FreshBooks. These logs help users identify failed operations, understand synchronization issues, and track the status of individual synchronization activities.

The connector can synchronize supported expense records between Odoo and FreshBooks. It can transfer expense descriptions, amounts, dates, categories, tax details, currencies, and associated customer information. Expenses can be mapped to appropriate Odoo expense or accounting records based on the business workflow.

The module can synchronize FreshBooks billable items with Odoo products and services. It can transfer item names, descriptions, rates, and supported tax information, allowing synchronized products and services to be used when creating invoices in either system.

The connector can synchronize FreshBooks estimates with Odoo sales quotations. Supported information such as customer details, quotation lines, quantities, prices, taxes, totals, and document statuses can be exchanged between the platforms, subject to the available API operations and status mappings.

The module can support the synchronization of credit notes and supported invoice adjustments between the two systems. It can transfer relevant customer details, amounts, dates, and references to the original invoices, helping maintain consistent accounting records.

The connector can synchronize supported project information between FreshBooks and Odoo. It can transfer project names, associated customers, descriptions, and other available project details, helping users maintain consistent project information across both platforms.

The module can synchronize supported time entries between FreshBooks and Odoo timesheets. Information such as project, customer, work date, duration, description, and billable status can be exchanged, helping businesses track billable hours and prepare invoices.

The connector can support vendor-related information and supported bill records where FreshBooks API permissions and endpoints allow it. Vendor details and bill information can be mapped to Odoo vendors and vendor bills, helping centralize supported accounting information.

The module can map supported tax information between FreshBooks and Odoo. Tax names, rates, and applicable invoice tax details can be matched with Odoo tax records to help maintain consistency during invoice and expense synchronization.

The connector can provide additional controls to manage the synchronization process, including:

• Configurable synchronization direction for each data type.
• Selective synchronization based on date ranges or record status.
• Duplicate detection using external record IDs.
• Conflict handling when records are modified in both systems.
• Automatic retries for temporary API errors.
• Configurable synchronization intervals.

The module can support multiple Odoo companies and their respective FreshBooks connections. Each company can maintain its own authentication credentials, synchronization settings, and external record mappings, subject to the relevant FreshBooks account structure and permissions.

The connector can provide synchronization summaries and comparison reports for invoices, payments, expenses, and outstanding balances. These reports can help identify discrepancies between Odoo and FreshBooks. Full accounting reconciliation would require additional mapping and validation logic.