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 |
client.billing_email | contact & organization | contact.billing_email |
contact.home_phone | contact | contact.phone_number |
contact.mobile_phone | contact | contact.mobile |
primary_address.address_1 | contact & organization | contact.address1 |
primary_address.address_2 | contact & organization | contact.address2 |
primary_address.address_3 | contact & organization | contact.address3 |
primary_address.locality | contact & organization | contact.town |
primary_address.region | contact & organization | contact.region |
primary_address.country | contact & organization | contact.country |
primary_address.postcode | contact & organization | contact.postcode |
organization.name | organization | contact.organization |
organization.business_phone | organization | contact.phone_number |
organization.tax_number | organization | contact.sales_tax_registration_number |
| client.payment_days | contact & organization | contact.default_payment_terms_in_days |
contact.locale or organization.locale | contact & organization | contact.locale |
Notes:
The following languages are fully supported between both platforms:
- Czech, Dutch, English, English (US), French, Italian, German, Polish, Portuguese (Brazil), Russian and Serbian,
The following languages are mapped from as part of the export process:
- Portuguese (Portugal) to Portuguese (Brazil)
- All others to English (UK)
Data Fields: Matters
The following data is exported to FreeAgent:
matter.name_with_code eg. 'General Legal Advice (10000.1)' | project.name |
matter.status | project.status (note: if Status = 'Open' then 'Active' otherwise 'Inactive') |
matter.client_reference | project.contract_po_reference |
| matter.currency_id | project.currency |
n/a | project.budget_units = 'Hours' |
Data Fields: Invoices
The following data is exported to FreeAgent:
| invoice.invoice_number | invoice.reference |
invoice.invoice_date | invoice.dated_on |
invoice.matter | invoice.project |
invoice.tax_amount | invoice.sales_tax_amount |
invoice.amount | invoice.total_value |
invoice.currency_id | invoice.currency |
invoice.payment_days | invoice.payment_terms_in_days |
invoice_item.description | invoice_item.description |
invoice_item.item_type | invoice_item.item_type (note: If 'Fees' then 'Services' else if 'Expenses' then 'Expenses') |
n/a | invoice_item.quantity = 1 |
invoice_item.amount | invoice_item.price |
Data Fields: Credit Notes
The following data is exported to FreeAgent:
invoice.invoice_number (note: where invoice_type = 'Credit note') | credit_note.reference |
invoice.invoice_date | credit_note.dated_on |
invoice.matter | credit_note.project |
invoice.tax_amount * -1 | credit_note.sales_tax_amount |
invoice.amount * -1 | credit_note.total_value |
invoice.currency_id | credit_note.currency |
invoice.payment_days | credit_note.payment_terms_in_days |
invoice_item.description | credit_note.description |
invoice_item.item_type | credit_note.item_type (note: If 'Fees' then 'Hours' else if 'Expenses' then 'Expenses') |
n/a | credit_note.quantity = 1 |
invoice_item.amount * -1 | credit_note.price |
Data Fields: Payments
The following data is imported from FreeAgent:
| invoice_receipt.date | bank_account_transactions.invoice_payment.dated_on |
invoice_receipt.amount | bank_account_transactions.gross_value |
invoice_receipt.invoice_id | bank_account_transactions.invoice_id |
invoice_receipt.currency_id | bank_account_transactions.currency |
Data Fields: Write Offs
The following data is imported from FreeAgent:
invoice_receipt.receipt_type | ('Write off' where 'written_off_date' is populated) |
| invoice_receipt.date | invoice.written_off_date |
invoice_receipt.amount | invoice.due_value |
invoice_receipt.invoice_id | invoice.invoice_id |
invoice_receipt.currency_id | invoice.currency |
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