Can I sync FreeAgent and Square both ways?

Contacts, yes: they sync in both directions and you choose which system leads when the same person changed on both sides.

Do FreeAgent invoices go into Square?

No. Invoices travel one way, from Square into FreeAgent. Contacts are the only records that travel both ways.

Is a paid Square invoice recorded as paid in FreeAgent?

No. It arrives marked sent, and FreeAgent marks it paid when you explain the payment from your bank feed, so no second bank line is ever added.

What happens to a credit or an invoice below zero?

It is not created. A credit stays in the system it was made in.

Will it create duplicates?

No. Before anything is created in FreeAgent or Square, the platform looks for the same record first and updates that one instead. Records synced before stay linked.

What if the connection to FreeAgent or Square drops?

The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.

How often does it sync?

From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.

CRM Connector Platform

Square invoices, in FreeAgent

Contacts stay in step. Invoices from Square land in FreeAgent with their lines and total.

Official sign in for both
Either system can lead
7 day free trial

Contacts both ways, invoices one way into FreeAgent

Contacts
Invoices from Square

At a glance. Contacts stay the same. Invoices travel into FreeAgent.

Your choice

Two way or one way

Keep both systems identical, or let one feed the other. You decide per record type.

Two way

Both systems stay the same. Every sync runs from the leading system into the other, then back.

You pick whether FreeAgent or Square leads
Changes on either side travel
Nothing bounces back and forth

One way

One system feeds the other. Pick FreeAgent or Square as the source; the other receives.

Good for a migration, in either direction
A read copy for a colleague or partner
Switch a record type to two way later

Fine tune it:A different choice per record typeOnly invoices from a date you pickOnly sent or paid invoicesEveryone, customers only or leads onlyEvery 30 minutes up to every 3 days

Record by record

What travels, and what each change does

Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.

Starts in

Fields

First nameBoth waysFirst name
Last nameBoth waysLast name
OrganisationBoth waysCompany
EmailBoth waysEmail
Phone, else mobileBoth waysPhone
AddressBoth waysAddress

It happens in FreeAgent, then in Square

A new contact
Looked for in Square on the exact email before a customer is created.
Name, company, email, phone or address changes
The same change is made to the Square customer on the next sync.

Every FreeAgent contact is read, including one with no invoice yet. A supplier you only have bills from travels as a contact too.

How a sync runs

One sync, step by step

What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.

Which system leads?

Connections

Leads

CRM

Follows

Step 1 of 8

Both connections are checked

Credentials for FreeAgent and Square are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.

Conflicts

When both sides changed the same record

For each two way record type you choose whether FreeAgent or Square leads. The leading side always runs first in a sync.
It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.

Between two syncs

The phone number of the same contact is changed in both systems

Leading system

+44 20 7946 0101

+44 20 7946 0199

Two different values. Run the sync to see which one both systems end up with.

Good to know