FreshBooks and Square integration
FreshBooks and Square, one customer list
CRM Connector keeps FreshBooks clients and Square customers the same both ways, and carries every Square invoice into FreshBooks on the next sync. Square takes payments at the counter and on the road, FreshBooks keeps the invoicing.
- Official sign in for both
Customers both ways, invoices one way
At a glance
Customers stay the same on both sides, and Square invoices arrive in FreshBooks.
What syncs
- CustomersBoth ways
- Invoices from SquareOne way
Good to know
- Invoices go one way
A Square invoice arrives in FreshBooks; a FreshBooks invoice never goes into Square.
How it runs
Both ways or one way, your choice
Per record type you choose both ways or one way. With both ways on, you pick whether FreshBooks or Square leads when the same record changed in both since the last sync.
Options for FreshBooks and Square
- Everyone, customers only or leads only, when Square sends, on a one way sync
Record by record
What syncs between FreshBooks and Square
Which FreshBooks field matches which Square field, and what each change does.
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.
FAQ
Questions about FreshBooks and Square?
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Customers, yes. Invoices travel one way, from Square into FreshBooks.
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Ask ChatGPT or Claude about FreshBooks and Square
CRM Connector works inside ChatGPT and Claude. Ask in plain words and get the answer for your own setup, including a link that opens it ready to start.
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Sign in to FreshBooks and Square, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.