FreeAgent: Setting Up Your Integration

FreeAgent: Setting Up Your Integration

Introduction


Welcome to the this introductory guide to integrating Matters.Cloud with FreeAgent. This step-by-step tutorial is designed to help you set up a seamless connection between the two platforms, allowing for efficient data synchronisation and streamlined process. With this integration, you'll be able to automatically sync financial information, such as invoices, payments, and client details, between Matters.Cloud and Tripletex.

Pre-Requisites

Matters.Cloud + FreeAgent requires the following:
  1. A license of either Standard or Advanced edition of Matters.Cloud.
  2. A license of either Sole Trader, Partnership or LLP, or Limited Company edition of FreeAgent per entity that you plan to connect.
Notes: 
 - Advanced edition of Matters.Cloud is required to support multiple entities.

Overview

The Matters.Cloud + FreeAgent integration is available to all FreeAgent subscribers and allows users to:
  1. Export Clients from Matters.Cloud to create Customers in FreeAgent.
  2. Export Matters from Matters.Cloud to create Projects in FreeAgent.
  3. Export Invoices to create Invoices in FreeAgent.
  4. Export Credit Notes to create Credit Notes in FreeAgent.
  5. Import Receipts & Write offs from FreeAgent to create Invoice Payments in Matters.Cloud.
The following diagram displays the key information flows between the applications:


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:



Step 2: Connect To FreeAgent

Click the Connect button on the FreeAgent tile and the following form will be displayed:



Enter your Email address and Password for FreeAgent and click the Approve app! button.
The system will display a message asking you to Allow access as follows:


Click the Approve button.
The system will then return you to the Integrations Portal and display Connected on the FreeAgent tile as follows:

Setting Up Your Initial Data

Please refer to the following knowledge base article:

Contacting FreeAgent Support

Further information on using FreeAgent is available from the FreeAgent Support Site: 

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