Access Live FreshBooks Data in Excel (Desktop)

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Use CData Connect Cloud to gain access to live FreshBooks data from your Excel spreadsheets.

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect Cloud, you gain immediate access to FreshBooks data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to FreshBooks in your Connect Cloud instance and access and update live FreshBooks data in Excel spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for FreshBooks, allowing you to easily access live FreshBooks data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to FreshBooks, leveraging server-side processing to quickly return FreshBooks data.

This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure FreshBooks Connectivity for Excel

Connectivity to FreshBooks from Excel is made possible through CData Connect Cloud. To work with FreshBooks data from Excel, we start by creating and configuring a FreshBooks connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "FreshBooks" from the Add Connection panel
  3. Enter the necessary authentication properties to connect to FreshBooks.

    To connect to FreshBooks, you can set the CompanyName and Token connection properties. Alternatively, you can use the OAuth authentication standard.

    OAuth can be used to enable other users to access their own company data. To authenticate using OAuth, you will need to obtain the OAuthClientId and OAuthClientSecret by registering an app. See the "Getting Started" chapter of the help documentation for a guide to using OAuth.

  4. Click Create & Test
  5. Navigate to the Permissions tab in the Add FreshBooks Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to FreshBooks data from Excel.

Access Live FreshBooks Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live FreshBooks data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. FreshBooks1), Table (e.g. Clients), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

Update FreshBooks Data from Excel

In addition to viewing FreshBooks data in Excel, CData Connect Cloud also lets you update and delete FreshBooks data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to FreshBooks (your changes will be in red)
  2. In the CData Connect Cloud Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
  4. Click Execute to push the updates to FreshBooks

A notification will appear when the update is complete

Live Access to FreshBooks Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live FreshBooks data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.