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Capabilities

ResourceSyncProvision
Accounts
Roles

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Gather FreshBooks credentials

Configuring the connector requires you to pass in credentials generated in FreshBooks. Gather these credentials before you move on.
A user with access to the FreshBooks Developer site must perform this task.

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Create a FreshBooks app

1
Log into the FreshBooks Developer site.
2
Navigate to the Apps page and click Create New App.
3
Give the app the following scopes:
  • user:profile:read
  • user:teams:read
  • user:account:read
  • user:teams:write
  • user:account:write
4
Enter https://accounts.conductor.one/oauth/callback as the Redirect URI.
5
Save the app.
6
On the Apps page, click the new app’s name. Carefully copy and save the app’s Client ID and Client secret.
7
Click Go to authentication page.
8
Click Allow. The application is authorized. Carefully copy and save the authorization code.

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Self-hosted only: Generate a refresh token

1
Run the following curl command, filling in the variables as noted:
curl -X POST https://api.freshbooks.com/auth/oauth/token \
-d 'grant_type=authorization_code' \
-d 'client_id=<58f1...>' \
-d 'client_secret=c4a8...' \
-d 'code=8749...' \
-d 'redirect_uri=https://awesomeonlinestore.example/redirect'
2
The response will look like this:
{
  "access_token":"eyJra...",
  "token_type":"Bearer",
  "expires_in":43200,
  "refresh_token":"818c...",
  "scope":"user:profile:read user:clients:read user:expenses:read","created_at":1747105792,
  "direct_buy_tokens":{}
}
3
Carefully copy and save the refresh token.
That’s it! Next, move on to the connector configuration instructions.

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Configure the FreshBooks connector

To complete this task, you’ll need:
  • The Connector Administrator or Super Administrator role in ConductorOne
  • Access to the set of FreshBooks credentials generated by following the instructions above
Follow these instructions to use a built-in, no-code connector hosted by ConductorOne.
1
In ConductorOne, navigate to Admin > Connectors and click Add connector.
2
Search for FreshBooks and click Add.
3
Choose how to set up the new FreshBooks connector:
  • Add the connector to a currently unmanaged app (select from the list of apps that were discovered in your identity, SSO, or federation provider that aren’t yet managed with ConductorOne)
  • Add the connector to a managed app (select from the list of existing managed apps)
  • Create a new managed app
4
Set the owner for this connector. You can manage the connector yourself, or choose someone else from the list of ConductorOne users. Setting multiple owners is allowed.If you choose someone else, ConductorOne will notify the new connector owner by email that their help is needed to complete the setup process.
5
Click Next.
6
Find the Settings area of the page and click Edit.
7
Paste your FreshBooks credentials into the relevant fields.
8
Click Save.
9
Click Login with OAuth and follow the prompts.After authenticating with FreshBooks, you’ll be redirected back to the connector setup page in ConductorOne, where you’ll see an authorization message.
10
The connector’s label changes to Syncing, followed by Connected. You can view the logs to ensure that information is syncing.
That’s it! Your FreshBooks connector is now pulling access data into ConductorOne.