Google Sheets to FreshBooks integration
Your spreadsheet of invoices, booked in FreshBooks
CRM Connector reads your Google Sheet, or an Excel or CSV file, and books every client, invoice and estimate in FreshBooks, with the line items and the same total. Edit a row and the change follows, a paid one with its payment.
- Google sign in, or an Excel or CSV upload
- FreshBooks stays the system of record
One way, into FreshBooks
At a glance
Customers, invoices and quotes from your sheet arrive in FreshBooks and stay current.
What syncs
- CustomersOne way
- InvoicesOne way
- QuotesOne way
How it runs
One way, into FreshBooks
Google Sheets sends and FreshBooks receives, for every record type. A change made in FreshBooks stays there and is never sent back into Google Sheets.
Options for Google Sheets and FreshBooks
- Only records from a date you pick
- Only sent, overdue or paid invoices
- Only records above an amount you pick
- Everyone, customers only or leads only
- Only contacts with a tag you pick
Record by record
What flows from Google Sheets into FreshBooks
Which Google Sheets field matches which FreshBooks field, and what each change does.
One way, from Google Sheets into FreshBooks
Fields- Name, or first and last nameOn every changeFirst name, last name
- CompanyOn every changeCompany
- EmailOn every changeEmail
- PhoneOn every changeBusiness phone
- Street, second line, city, state, postcode, countryOn every changeAddress lines 1 and 2, city, state, postal code, country
- TagsOnly in Google SheetsNot in FreshBooks
It happens in Google Sheets, then in FreshBooks
A new row
- Looked for in FreshBooks on the exact email and updated when found.
- Otherwise a new client is created.
Rows with the same email
Rows that share the key column you picked, an email by default, make one contact, so a customer listed on several rows is never created twice.
A cell changes
The same change is made to the FreshBooks client on the next sync, where FreshBooks takes it.
A row is deleted
The client stays in FreshBooks: a sync never deletes.
FAQ
Questions about Google Sheets 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.
Ask your AI assistant
Ask ChatGPT or Claude about Google Sheets and FreshBooks
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.
Get started
Ready to connect Google Sheets and FreshBooks?Start your 7 day free trial
Sign in to Google Sheets and FreshBooks, confirm what flows into FreshBooks, and watch the first sync run.