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Finance & Accounting

FreshBooks Integration

Sync customers and items with FreshBooks

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What it does

Records move both ways between FreshBooks and SenangUrus 360, so customers and items match on both sides without anyone re-keying them. Synchronisation runs automatically, and more than one company can be connected at the same time. Business settings are kept in the module, and existing data can be migrated across.

Functions in this module

  • Two-Way Record Synchronisation
  • Customer Synchronisation
  • Item Synchronisation
  • Multi-Company Support
  • Business Settings
  • Automatic Synchronisation
  • Legacy Data Migration

Where it fits on the platform

Customers and items raised from sales or stock work are shared with FreshBooks and held against the same customer record used by the rest of SenangUrus 360. Finance, sales and operations then read one set of customer and item details instead of reconciling two.

Finance and bookkeeping staff who keep the company books in FreshBooks and want operational records to agree with them.

Included in SenangUrus 360

  • Runs on the same database as finance, stock, sales and people records.
  • Role-based permissions, so access is granted module by module.
  • Delivered with implementation, data setup and training by our team.
Related modules

Often used with freshbooks integration

Finance & AccountingQuickBooks IntegrationSync customers, invoices, items and stock with QuickBooks Finance & AccountingSage Accounting IntegrationSync customers, products and groups with Sage Accounting Finance & AccountingXero IntegrationSync Xero organisations, invoices and payments both ways Finance & AccountingZoho Books IntegrationSync customers, invoices and items with Zoho Books
Questions

About the FreshBooks Integration module

01/Is FreshBooks Integration included in SenangUrus 360?
Yes — it is part of the SenangUrus 360 module library. Your plan determines how many business accounts and users you have; the module itself is switched on during implementation.
02/Can we run this module on its own?
It runs inside SenangUrus 360 and uses the platform's shared records — customers, products, accounts and users. That is what keeps reporting consistent instead of needing an integration.
03/What does setup involve?
Configuration of the module for your process, migration of the data it depends on, permissions per role, and training for the people who will use it daily.
04/Can it be tailored?
Documents, approval steps, fields and reports can be configured. Where a requirement is genuinely unique, custom development is scoped separately.
Next step

See FreshBooks Integration on your own data

We will run one of your real transactions through the module in a 45-minute session, so you can judge it against the work you do today.

Book a demo See all modules