NEWFlows V2 has been releasedSee what shipped
INTEGRATIONSSAAS
FreshBooks28 OF 28 CAPABILITIES ASSESSED

Who can see your books in FreshBooks, and with which role

FreshBooks team members and their business role, deactivated members included, kept current in Ploy.

TYPE · SAASAUTH · OAUTHDOMAIN · FRESHBOOKS.COM
FreshBooks connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync team membersEvery team member of the connected FreshBooks business arrives in Ploy as an identity.
READ
Read the business roleEach member carries their FreshBooks role on the business as their access.
READ
Read deactivated membersA deactivated member no longer holds a seat, so Ploy removes their FreshBooks access on the next scan.
READ
Register FreshBooks as an app in useFreshBooks lands in the app inventory with its team attached. Ploy only reads from FreshBooks.
READ
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

REVIEWS

Who can touch the accounts

Each team member shows their role on the business, so a reviewer sees who can see invoices, expenses and payments.

ROLES

The role travels with the person

A role change in FreshBooks shows on the next scan, and the old role is archived.

LEAVERS

A leaver with a seat shows up

Ploy compares the FreshBooks team with your identity source, so a departed person who still holds a seat is flagged.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Create a FreshBooks app

In the FreshBooks developer portal, create an app with Ploy's redirect URI and the scopes user:profile:read and user:teams:read. Copy its Client ID and Client Secret into Ploy.

STEP 02

Allow the app and choose the business

Sign in to FreshBooks as the business owner or an admin and allow the app. Then pick the business to scan. Add another connection for another business.

STEP 03

Watch the first sync

Team members and their roles land in the graph.

2.4OFTEN CONNECTED TOGETHER
XEXeroSAASEFExpensifySAASGoogle WorkspaceIDENTITY SOURCE
BROWSE ALL 105 INTEGRATIONS

Connect FreshBooks, see it in 10 minutes.