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:

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:

FreeAgent: Setting Up Your Initial Data

Contacting FreeAgent Support

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

https://support.freeagent.com/

Related Articles

FreeAgent: Setting Up Your Initial Data

FreeAgent: How Often Does The Data Sync Occur?

FreeAgent: What Data Fields Do You Sync?

FreeAgent: Which Countries Are Supported?

• Related Articles

• 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 ...

• Xero: Setting Up Your Integration

  Overview The Matters.Cloud + Xero integration is available to all Xero subscribers and allows users to: Export Clients from Matters.Cloud to create Customers in Xero. Export Matters from Matters.Cloud to create Tracking Categories in Xero. Export ...