FreeAgent: Setting Up Your Integration
Overview
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:

Step 2: Connect To FreeAgent
Click the Connect button on the FreeAgent tile and the following form will be displayed:

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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:
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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:
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