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Update FreshBooks Data with a Microsoft Access Linked Table

Update FreshBooks data by creating a linked table in Microsoft Access with the CData FreshBooks ODBC Driver.

CData ODBC drivers connect your data to any database management tool that supports Open Database Connectivity (ODBC). This includes many of the most popular productivity tools, adding new capabilities for document sharing and collaboration. Using the CData ODBC driver for FreshBooks, you can update live FreshBooks data in Microsoft Access; for example, you can make updates that can be immediately seen by other users.

Connect to FreshBooks as an ODBC Data Source

If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. You can use the Microsoft ODBC Data Source Administrator to create and configure ODBC DSNs.

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.

Create a Linked Table to Clients Data

Follow the steps below to create a linked table, which enables you to access live Clients data.

  1. On the External Data tab in Access, click ODBC Database.
  2. Select the option to link to the data source. A linked table will enable you to read from and write data to the Clients table.
  3. Select the CData FreshBooks data source from the Machine Data Source tab.

  4. Select the Clients table. For more information on this table, see the "Data Model" chapter in the help documentation.
  5. Double-click the linked table to make edits. The linked table will always have up-to-date data and any changes will be reflected back to the underlying table.