How to Create Invoices from Google Sheets to FreshBooks Using Pabbly Connect

Learn how to automate invoice creation from Google Sheets to FreshBooks using Pabbly Connect with this detailed step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets and FreshBooks Integration

To create invoices from Google Sheets to FreshBooks, we will use Pabbly Connect. First, navigate to the Pabbly website and access Pabbly Connect. If you are a first-time user, you can sign up for free and create an account in just two minutes. Once registered, log in to your account.

After logging in, you will land on the Pabbly Connect dashboard. Here, click on the plus sign to create a new workflow. Name this workflow as ‘Google Sheets FreshBooks Integration’ to keep everything organized. This will set the stage for the automation process where data from Google Sheets will trigger the creation of invoices in FreshBooks.

2. Creating the Trigger in Google Sheets

In this step, we will set up the trigger that will initiate the invoice creation process. In the Pabbly Connect dashboard, you will find a trigger window. Here, select Google Sheets as the application and choose the event as ‘New or Updated Spreadsheet Row’. This means that whenever a new row is added or an existing row is updated in your Google Sheets, it will trigger an action in FreshBooks. using Pabbly Connect

• Choose Google Sheets in the trigger application.
• Select the trigger event as ‘New or Updated Spreadsheet Row’.
• Copy the webhook URL provided by Pabbly Connect.

Next, open your Google Sheets document where you have sales data. Click on Extensions, then Add-ons, and select ‘Get Add-ons’. Search for ‘Pabbly Connect Webhooks’ and install it. After installation, refresh your Google Sheets. Then, go back to Extensions, select Pabbly Connect Webhooks, and click on ‘Initial Setup’. Paste the webhook URL you copied earlier and set your trigger column to the final data column.

3. Capturing Data and Creating a Client in FreshBooks

After setting up the trigger, we need to capture the data from Google Sheets and create a client in FreshBooks. In the Pabbly Connect action window, we will select ‘Date and Time Formatter’ to capture the current date. This is essential for invoice creation. using Pabbly Connect

• Choose ‘Date and Time Formatter’ from the action application.
• Select ‘Current Date’ as the action event and format it as needed.
• Click on ‘Send Test Request’ to capture the date.

Once we have the date, we need to create a client in FreshBooks. Add a new action step and select FreshBooks as the application. Choose the action event as ‘Create Client’. Connect your FreshBooks account to Pabbly Connect. Fill in the required fields such as email address, first name, and last name, mapping them from Google Sheets data. Click on ‘Save and Send Test Request’ to create the client.

4. Creating an Invoice in FreshBooks

Now that we have a client created, the next step is to create an invoice using the details captured from Google Sheets. In Pabbly Connect, add another action step and select FreshBooks again. This time, choose the action event as ‘Create Invoice’. Ensure you select the existing connection to FreshBooks. using Pabbly Connect

In the invoice creation step, you will map the necessary fields such as the customer ID (which you received when creating the client), date, product name, quantity, and unit cost from the Google Sheets data. After mapping all the fields correctly, click on ‘Save and Send Test Request’ to generate the invoice.

5. Testing the Integration

With the setup complete, it’s time to test the integration. Go back to your Google Sheets and add a new row with customer details. Make sure to fill in all required fields such as first name, last name, email, product name, quantity, and unit price. Once you add this information, Pabbly Connect will automatically trigger the process.

Check your FreshBooks account to see if a new client and invoice have been created. Refresh the FreshBooks invoices section to confirm that the new invoice appears as expected. This will validate that your integration using Pabbly Connect is working seamlessly.

Conclusion

In this tutorial, we demonstrated how to automate the process of creating invoices from Google Sheets to FreshBooks using Pabbly Connect. By following the steps outlined, you can efficiently manage your invoicing without manual entry. This integration not only saves time but also reduces errors, enhancing your overall business workflow.