FreeAgent: What Data Fields Do You Sync?

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:
  1. 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:
  1. Portuguese (Portugal) to Portuguese (Brazil)
  2. 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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