Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether WooCommerce or FreshBooks leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
WooCommerce orders in FreshBooks, by themselves
The shop runs on WooCommerce, the invoicing lives in FreshBooks. CRM Connector puts every order in FreshBooks as an invoice for the same client, paid ones with their payment, and keeps one client list both ways.
- Store approval and official sign in
- Either system can lead
- 7 day free trial
Orders as invoices, customers both ways
- Customers
- Orders
At a glance. Customers stay the same on both sides and orders land 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
One system feeds the other. Pick WooCommerce or FreshBooks 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 orders from a date you pickOnly paid orders, placed orders, or every orderOnly orders above an amount you pickEveryone, customers only or leads only, when WooCommerce sendsEvery hour 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 name, last nameBoth waysFirst name, last name
- Billing companyBoth waysOrganization
- Account emailWhen createdEmail
- Billing phoneBoth waysPhone
- Billing address lines 1 and 2Both waysAddress lines 1 and 2
- City, state, postcode, countryBoth waysCity, state, postal code, country
- Paying customerOnly in WooCommerceNot in FreshBooks
It happens in WooCommerce, then in FreshBooks
A new customer
- Looked for in FreshBooks on the exact email and updated when found.
- Otherwise a new client is created.
A guest checkout
A guest who placed a real order is sent like a customer. An abandoned checkout is not.
Name, company, phone or address changes
The same change is made to the FreshBooks client on the next sync, where FreshBooks takes it.
The email changes
Not carried: the email is set when the customer is created.
- WooCommerce's welcome email for new customers is kept back by the free CRM Connector plugin. Without the plugin, customers are only created in the store when you switch on "Send WooCommerce's account email to new customers".
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 WooCommerce and FreshBooks 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 WooCommerce or FreshBooks 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 city of the same customer is changed in both systems
Leading system
LeedsYorkTwo 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 WooCommerce or FreshBooks on its own is on its own page.
FAQ
Questions about WooCommerce and FreshBooks?
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, one way, as invoices for the same client, with every product, shipping, fee and coupon line and the same total. You pick whether an order travels once paid (the default), once placed, or always.
Yes. Pick two way and a change in either system reaches the other; you choose which one leads when the same customer changed on both sides. The email is set when a customer is created and never changed afterwards.
Not for the same orders. If WooCommerce already sends these orders to FreshBooks through another extension (and others), switch that off for the same orders, or each order lands twice.
No. Before anything is created in WooCommerce or FreshBooks, 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 hour up to every 3 days, depending on your plan: a store is never synced more often than hourly, to keep its checkout fast. Every plan includes a 7 day free trial.
Ask your AI assistant
Ask ChatGPT or Claude what this pair can do
Add CRM Connector to the assistant you use and ask in your own words. It answers from the same rules the platform runs, and needs no CRM Connector account. For example: “With CRM Connector Platform, what can I sync between WooCommerce and FreshBooks?”
ChatGPT
Claude
Get started
Ready to connect WooCommerce and FreshBooks?Start your 7 day free trial
Sign in to WooCommerce and FreshBooks, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.