FreeAgent: Setting Up Your Integration
The Matters.Cloud + FreeAgent integration is available to all FreeAgent subscribers and allows users to:
- Export Clients from Matters.Cloud to FreeAgent.
- Export Matters from Matters.Cloud to FreeAgent.
- Export Invoices & Credit Notes from Matters.Cloud to FreeAgent.
- Import Receipts & Write offs from FreeAgent into Matters.Cloud.
Connecting Matters.Cloud with FreeAgent
Step 1: Access The Integrations Portal
The integrations portal allows you to configure integrations with common cloud-based platforms.
To access the portal simply select Setup > Integrations and locate the following tile:
Setting Up Your Initial Data
Please refer to the following knowledge base article:
Further information on using FreeAgent is available from the FreeAgent Support Site:
FreeAgent: Which Countries Are Supported?
Overview Matters.Cloud integrates with FreeAgent which provides native support for 2 countries and a universal accounting option. Countries Sage provides native support for customers in the following countries: United Kingdom United States Universal ...
FreeAgent: How Often Does The Data Sync Occur?
Overview Once the you have enabled the integration between Matters.Cloud and FreeAgent the following schedule will apply: Process Frequency Export Clients from Matters.Cloud to FreeAgent Real Time Export Matters from Matters.Cloud to FreeAgent Real ...
FreeAgent: What Data Fields Do You Sync?
Overview The following data is included within the integration: Data Fields: Clients The following data is exported to FreeAgent: Contact / Organization contact.first_name contact contact.first_name contact.last_name contact contact.last_name ...
FreeAgent: Setting Up Your Initial Data
Overview There are two options when setting up your initial integration with FreeAgent: Import existing Projects from FreeAgent into Matters.Cloud . Export existing Clients & Matters from Matters.Cloud to FreeAgent. Option 1: Import From FreeAgent If ...
getAddress(): Setting Up Your Integration
Overview The Matters.Cloud + getAddress() integration is available to all Matters.Cloud subscribers and allows users to: Lookup finding UK postal addresses by inputting a Post code. Connecting Matters.Cloud with getAddress() Step 1: Access The ...