Create FreshBooks-Connected Business Apps in AppSheet

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CData Connect



Use CData Connect Cloud to connect to FreshBooks from AppSheet and build custom business apps using live FreshBooks data.

AppSheet provides a no-code development platform for application software, which allows users to create mobile, tablet, and web applications. When paired with CData Connect Cloud, you get instant, cloud-to-cloud access to FreshBooks data for business applications. This article shows how to create a virtual database for FreshBooks in Connect Cloud and build a simple app from FreshBooks data in AppSheet.

CData Connect Cloud provides a pure MySQL, cloud-to-cloud interface for FreshBooks, allowing you to build reports from live FreshBooks data in AppSheet — without replicating the data to a natively supported database. As you create applications to work with data, AppSheet generates SQL queries to gather data. Using optimized data processing out of the box, CData Connect Cloud pushes all supported SQL operations (filters, JOINs, etc.) directly to FreshBooks, leveraging server-side processing to quickly return the requested FreshBooks data.

Create a Virtual MySQL Database for FreshBooks Data

CData Connect Cloud uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

  1. Log into Connect Cloud and click Databases.
  2. Select "FreshBooks" from Available Data Sources.
  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 Test Database.
  5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to FreshBooks data from AppSheet.

Connect to FreshBooks in AppSheet

The steps below outline connecting to CData Connect Cloud from AppSheet to create a new FreshBooks data source.

  1. Log into AppSheet
  2. Click "My account" in the menu
  3. Click the Sources tab and add a new data source
  4. Select Cloud Database and set the connection information
    • Type: MySQL
    • Server: the endpoint for your instance, including port, for example, myinstance.cdatacloud.net:3306
    • Database: the virtual database, for example, FreshBooks1
    • Username: a Connect Cloud user with permissions for the database
    • Password: the password for the above Connect Cloud user
    • SSL: Require SSL
  5. Click "Test Connection"
  6. Click "Authorize Access"

Create an App

Once you create the data source for FreshBooks, you can start building apps on FreshBooks data. Start by clicking "My apps" in the menu.

  1. Click to create a new app and select "Start with your own data"
  2. Name the app and select an appropriate category, based on your data
  3. Select the newly created data source (e.g., database-1)
  4. Select the table or view with the data you want

At this point, you can configure the design of your app, selecting which columns from the selected table to display, use as labels, and more. Preview the app in the preview panel and then publish or share it when ready.

To get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your cloud applications, try the CData Connect Cloud.