Two way
Stripe starts the integration and changes made in FreshBooks flow back into Stripe as well.
- You pick whether Stripe or FreshBooks leads in a conflict
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Stripe invoices in FreshBooks, paid ones included
Stripe collects the money, FreshBooks keeps the invoicing. CRM Connector carries every Stripe invoice into FreshBooks with its lines and payment, and keeps the customers the same in both.
- Restricted api key for Stripe
- Either system can lead
- 7 day free trial
Customers both ways, invoices from Stripe
- Customers
- Invoices
At a glance. Customers stay the same on both sides, and Stripe 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.
One way
Stripe feeds FreshBooks and FreshBooks changes stay in FreshBooks.
- Stripe stays the source of truth
- FreshBooks always has the latest customers
- Switch 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 nameWhen createdName
- Last nameOnly in FreshBooksNot in Stripe
- OrganizationBoth waysDescription
- EmailBoth waysEmail
- Business phoneBoth waysPhone
- Street and street line 2Both waysAddress lines 1 and 2
- City, province, postal codeBoth waysCity, state, postal code
- CountryBoth waysCountry
- Not in FreshBooksOnly in StripePaid invoices
It happens in FreshBooks, then in Stripe
A new contact
Looked for in Stripe on the exact email and updated when found; otherwise created, with first and last name joined into one name.
Name, company, email, phone or address changes
The same change is made to the Stripe customer on the next sync.
Name changes later
Not carried: Stripe keeps one name, set when the customer is created.
- 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
CRM
Step 1 of 8
Both connections are checked
Credentials for FreshBooks and Stripe 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 Stripe 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 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for FreshBooks or Stripe on its own is on its own page.
- Stripe starts the integration
- It can only be the source; FreshBooks customer changes still flow back on two way.
FAQ
Questions about FreshBooks and Stripe?
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.
Yes. A paid Stripe invoice gets a real FreshBooks payment for the amount paid, so FreshBooks shows it settled.
No. Before anything is created in FreshBooks or Stripe, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
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.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect FreshBooks and Stripe?Start your 7 day free trial
Sign in to FreshBooks and Stripe, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.