Connect Excel to FreshBooks Using Add-In

Devart Excel Add-in for FreshBooks allows you to connect Microsoft Excel to FreshBooks, quickly and easily load data from FreshBooks to Excel, instantly refresh data in an Excel workbook from FreshBooks, edit these data, and save them back to FreshBooks. It enables you to work with FreshBooks invoices, customers, sales receipts, transactions and other objects like with usual Excel worksheets, easily perform data cleansing and de-duplication, and apply all the Excel's powerful data processing and analysis capabilities to these data.

Connect to FreshBooks Directly from Excel

You can connect Excel to FreshBooks via New FreshBooks API, by logging in to FreshBooks, or via Classic API, by specifying the URL to connect and authentication token.

Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

Use Query Builder or SQL to Import Data You Need

Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.

Devart Excel Add-in for FreshBooks provides advanced SQL support for FreshBooks, and allows you to use complex SQL queries to get exactly the data you need.

Before finally importing data you can preview data and verify the query in a Data Preview window.

Instantly Refresh Data Whenever You Need

It's very convenient to always have fresh data from FreshBooks right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your FreshBooks data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.

Edit FreshBooks Data Like Usual Excel Spreadsheets

To edit FreshBooks data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it - add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.

After you finish editing, simply click Commit to write changes to FreshBooks or Rollback to cancel changes.

Instant Data Validation

Devart Excel Add-in for FreshBooks instantly validates entered data and highlights errors, such as incorrect dates, duplicate primary key values, etc.

Other Excel Add-ins for CRMs

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