Can I sync FreshBooks and Square both ways?

Customers, yes, and you choose which system leads. Invoices travel one way, from Square into FreshBooks.

Will it create duplicates?

No. Before anything is created in FreshBooks 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 FreshBooks 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

FreshBooks and Square, one customer list

Square takes payments at the counter and on the road, FreshBooks keeps the invoicing. CRM Connector keeps the customers the same in both and carries a Square invoice into FreshBooks the moment it is made.

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

Customers both ways, invoices one way

Customers
Invoices from Square

At a glance. Customers stay the same on both sides, and Square invoices arrive in FreshBooks. Below: which field matches which, and what every change does.

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 FreshBooks or Square leads
Changes on either side travel
Nothing bounces back and forth

One way

One system feeds the other. Pick FreshBooks 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:Everyone, 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 waysGiven name
Last nameBoth waysFamily name
OrganizationBoth waysCompany name
EmailBoth waysEmail address
Business phoneBoth waysPhone number
StreetBoth waysAddress line 1
Street line 2Both waysAddress line 2
City, province, postal codeBoth waysLocality, region, postal code
CountryWhen createdCountry
Not in FreshBooksOnly in SquarePaid invoices or bookings

It happens in FreshBooks, then in Square

A new contact
Looked for in Square on the exact email, then the exact phone. Updated when found, created only when nothing matches.
Name, company, email, phone or address changes
The same change is made to the Square customer on the next sync.

Before anything is created the other system is searched first, so nothing is created twice.

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 FreshBooks 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 FreshBooks 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

+1 415 555 0101

+1 415 555 0199

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

Good to know