Connect™

Unify Freshbooks & Infor: Intelligent Automation for Finance & Operations

Break down data silos between your agile accounting and comprehensive ERP. Achieve real-time financial accuracy, streamline operations, and accelerate growth with a powerful, AI-driven iPaaS.

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The Challenge

The Disconnect: Why Fragmented Financial & ERP Systems Hold You Back

Operating Freshbooks for agile accounting and Infor for enterprise resource planning in isolation creates significant operational friction. Manual data transfers, reconciliation headaches, and delayed insights are just some of the challenges that hinder efficiency and scalability.

Duplicate data entry across Freshbooks and Infor for clients, invoices, and expenses.
Delayed revenue recognition and cash flow insights due to manual payment reconciliation.
Inconsistent customer data leading to billing errors and poor customer experience.
Inefficient expense reporting and GL posting, impacting financial close cycles.
Lack of real-time inventory and sales order visibility for accurate financial forecasting.
Compliance risks from disparate financial records and audit trails.
High operational costs associated with manual data management and error correction.

The Solution

The Unified Solution: Intelligent Freshbooks and Infor Integration

Our iPaaS-driven integration solution bridges the gap between Freshbooks and Infor, creating a seamless, automated, and intelligent flow of critical financial and operational data. Leverage real-time synchronization, advanced data transformation, and AI-powered insights to unify your accounting and ERP processes.

Bi-directional data synchronization for key entities.
Event-driven architecture for real-time updates.
Configurable workflows for specific business processes (O2C, P2P).
Robust error handling and monitoring dashboards.
Low-code/no-code interface for rapid integration development.

Implementation Timeline

Go live with Freshbooks + Infor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

Access Enabled

Secure connections established to both Freshbooks and Infor, with credentials and environments confirmed.

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Freshbooks + Infor deployments.

Project Phases

Discovery

Configure & Map

Validate

Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

Bi-directional data synchronization for key entities.
Event-driven architecture for real-time updates.
Configurable workflows for specific business processes (O2C, P2P).
Robust error handling and monitoring dashboards.
Low-code/no-code interface for rapid integration development.
AI-assisted data mapping and anomaly detection.
Scalable, secure, and compliant integration platform.

Technical Integration Details: Connecting Freshbooks and Infor via iPaaS

Our integration leverages the robust APIs of both Freshbooks and Infor, orchestrated by a modern iPaaS platform. This approach ensures secure, scalable, and resilient data exchange, enabling complex workflow automation and real-time synchronization.

Data Flow Steps

Authentication & Connection: Establish secure connections using OAuth 2.0 for Freshbooks and OAuth 2.0/API Keys for Infor, managed securely within the iPaaS secrets vault.

Event Listener/Polling: Configure iPaaS to listen for Freshbooks webhooks (e.g., `invoice.created`, `payment.received`, `client.updated`) for real-time triggers. For Infor, where webhooks might be less pervasive, scheduled polling or event bus integration is used.

Data Extraction: Extract relevant data payloads from Freshbooks (e.g., Invoice JSON) or Infor (e.g., Customer XML/JSON) based on the triggered event or schedule.

Data Transformation & Harmonization: Utilize the iPaaS's visual mapping canvas and transformation engine to convert data schemas, enrich fields, and apply business rules to align Freshbooks data to Infor's structure and vice-versa.

Data Validation: Implement pre-posting validation rules (AI-assisted) to ensure data integrity and compliance before sending to the target system.

API Call Execution: Make API calls to the target system (Freshbooks or Infor) using appropriate endpoints and methods (POST, PUT).

Error Handling & Retries: Implement intelligent retry mechanisms with exponential backoff for transient errors and route persistent failures to dead-letter queues for manual review and reprocessing.

Monitoring & Logging: Log all transaction details, API responses, and errors. Provide real-time dashboards for operational visibility and alerts for critical issues.

Data Touchpoints

Freshbooks: Client, Invoice, Expense, Payment, Item, Project, Vendor, Staff

Infor: Customer, Sales Order, Product, Inventory Item, Invoice, Payment Transaction, Purchase Order, Vendor, Employee, General Ledger Account

"Freshbooks Event (Webhook) / Scheduled Query -> iPaaS Data Extraction -> Data Transformation & Validation (AI-assisted) -> Infor API Call (POST/PUT) -> Infor Response Handling -> iPaaS Monitoring & Logging. (Bi-directional flows follow similar logic)."

Pricing

Simple, transparent pricing for Freshbooks + Infor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

Unlimited transactions and API calls within fair-use limits.
Visual workflow designer and reusable mapping templates.
Monitoring, alerting, and access to Clarity’s support team.

View full pricing & options

Innovative & Robust

How Middleware Integration Works

Benefits of Integrating Freshbooks

Integrating Freshbooks fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.

Benefits of Integrating Infor

Integrating Infor streamlines your operations. Connect your systems to ensure data flows seamlessly across your organization.

Hover over the steps on the right to see detailed integration points.

Data Mapping

Key Entities & Field-Level Mappings for Freshbooks and Infor

A successful integration hinges on precise mapping of core entities and their fields between Freshbooks and Infor. The iPaaS provides a visual canvas to define these mappings, ensuring data integrity and consistency.

Client / Customer

Synchronize customer master data to ensure a unified 'Customer 360' view across billing, sales, and core ERP functions.

Freshbooks Fields

[field, client_id],[description, Unique Freshbooks client identifier.] [field, first_name],[description, Client's first name.] [field, last_name],[description, Client's last name.] [field, email],[description, Client's primary email, often used for matching.] [field, organization],[description, Client's company name.] [field, address],[description, Billing/shipping address details.] [field, phone_number],[description, Client's contact number.]

Infor Fields

[field, CustomerID],[description, Unique Infor customer identifier.] [field, CustomerName],[description, Full customer name or organization.] [field, ContactEmail],[description, Customer's primary email.] [field, BillingAddress],[description, Customer's billing address.] [field, ShippingAddress],[description, Customer's shipping address.] [field, PhoneNumber],[description, Customer's contact number.] [field, PaymentTerms],[description, Payment terms (e.g., Net 30).]

Mapping Notes

Map Freshbooks `client_id` to an external ID field in Infor's Customer, and `CustomerID` to an external ID in Freshbooks Client for bi-directional updates. Use `email` or `organization` for initial matching and deduplication. Address fields require careful sub-field mapping.

Invoice

Synchronize invoices from Freshbooks to Infor for comprehensive financial tracking, accounts receivable, and general ledger posting.

Freshbooks Fields

[field, invoice_id],[description, Unique Freshbooks invoice identifier.] [field, client_id],[description, Associated client.] [field, status],[description, Invoice status (e.g., 'paid', 'unpaid', 'overdue').] [field, total_amount],[description, Total amount due.] [field, issue_date],[description, Date invoice was issued.] [field, due_date],[description, Payment due date.] [field, line_items[]],[description, Array of products/services invoiced.] [field, currency_code],[description, Currency of the invoice.]

Infor Fields

[field, InvoiceID],[description, Unique Infor invoice identifier.] [field, OrderID],[description, Associated Sales Order ID (if applicable).] [field, CustomerID],[description, Associated customer.] [field, InvoiceDate],[description, Date invoice was created in Infor.] [field, DueDate],[description, Payment due date.] [field, TotalAmount],[description, Total invoice amount.] [field, BalanceDue],[description, Outstanding balance.] [field, Status],[description, Infor invoice status (e.g., 'Open', 'Closed').]

Mapping Notes

Freshbooks `invoiceid` should map to an external reference field in Infor. `clientid` must map to `CustomerID`. `line_items` require complex mapping to Infor's invoice lines, potentially involving `Product` lookups.

Expense

Automate the posting of approved Freshbooks expenses to Infor's General Ledger for accurate financial reporting.

Freshbooks Fields

[field, expense_id],[description, Unique Freshbooks expense identifier.] [field, staff_id],[description, Employee who incurred the expense.] [field, vendor_id],[description, Vendor from whom purchase was made.] [field, category_id],[description, Expense category.] [field, amount],[description, Expense amount.] [field, date],[description, Date of expense.] [field, description],[description, Expense description.] [field, status],[description, Approval status (e.g., 'approved', 'pending').]

Infor Fields

[field, JournalEntryID],[description, Infor GL Journal Entry ID.] [field, AccountCode],[description, GL account for the expense.] [field, DebitAmount],[description, Debit amount for expense.] [field, CreditAmount],[description, Credit amount for cash/AP.] [field, EntryDate],[description, Date of GL entry.] [field, Reference],[description, Reference to Freshbooks expense.] [field, Description],[description, Description for GL entry.]

Mapping Notes

Freshbooks `expenseid` and `staffid` should be mapped to `Reference` and `Description` fields in Infor's Journal Entry. `category_id` requires lookup to derive the correct Infor `AccountCode`.

Payment / Payment Transaction

Reconcile payments received in Freshbooks with corresponding invoices and financial records in Infor.

Freshbooks Fields

[field, payment_id],[description, Unique Freshbooks payment ID.] [field, invoice_id],[description, Invoice paid.] [field, client_id],[description, Client making payment.] [field, amount],[description, Payment amount.] [field, date],[description, Date payment received.] [field, gateway],[description, Payment gateway used.] [field, transaction_id],[description, Gateway transaction ID.]

Infor Fields

[field, TransactionID],[description, Unique Infor payment transaction ID.] [field, InvoiceID],[description, Infor invoice ID.] [field, PaymentDate],[description, Date payment was posted.] [field, PaymentMethod],[description, Method of payment.] [field, Amount],[description, Payment amount.] [field, Currency],[description, Currency of payment.] [field, ProcessorReference],[description, Reference from payment processor.] [field, Status],[description, Payment status.]

Mapping Notes

Freshbooks `invoiceid` must match `InvoiceID` in Infor. `transactionid` maps to `ProcessorReference`. `gateway` can map to `PaymentMethod`.

Item (Product/Service) / Product

Synchronize product and service definitions to ensure consistent pricing and descriptions across billing and ERP inventory/sales modules.

Freshbooks Fields

[field, item_id],[description, Unique Freshbooks item ID.] [field, name],[description, Item name.] [field, description],[description, Item description.] [field, unit_cost],[description, Price per unit.] [field, taxable],[description, Boolean if item is taxable.] [field, type],[description, Type (product/service).]

Infor Fields

[field, ProductID],[description, Unique Infor product SKU.] [field, ProductName],[description, Product name.] [field, Description],[description, Product description.] [field, UnitPrice],[description, Standard selling price.] [field, UOM],[description, Unit of Measure.] [field, Category],[description, Product category.]

Mapping Notes

Freshbooks `itemid` should map to Infor `ProductID` or an external reference. `name` to `ProductName`, `unitcost` to `UnitPrice`. Bi-directional sync is often required, with Infor as the system of record.

Next Steps

See Freshbooks + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo

Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Order-to-Cash (O2C) Automation: eCommerce to Freshbooks to Infor

Automate the entire sales process from a new customer order in an eCommerce platform, through Freshbooks for invoicing, and into Infor for order fulfillment, inventory management, and financial reconciliation. This ensures real-time revenue recognition and accurate customer data.

Integration Steps:

0 New order created in eCommerce platform.
1 iPaaS triggers: Create/Update Freshbooks Client, Create Freshbooks Invoice.
2 iPaaS triggers: Create Infor Customer (if new), Create Infor Sales Order from Freshbooks Invoice details.
3 Infor processes Sales Order, manages inventory, and initiates fulfillment.
4 Upon shipment from Infor, iPaaS triggers: Update Freshbooks Invoice status.
5 Payment received in Freshbooks triggers: Create Infor Payment Transaction, reconcile Infor Invoice.

Business Outcome

Real-time order processing, accurate inventory levels, faster invoice-to-payment cycles, reduced manual data entry, and improved customer satisfaction.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

✨

Accelerated Financial Close

30% Faster Close Cycles

📋 What You Get

Automate the flow of invoices, payments, and expenses, enabling faster reconciliation and accurate GL postings in Infor.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Close Cycles, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Freshbooks + Infor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

Access Enabled

Secure connections established to both Freshbooks and Infor, with credentials and environments confirmed.

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Freshbooks + Infor deployments.

Project Phases

Discovery

Configure & Map

Validate

Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method	Endpoint	Purpose
GET, POST, PUT, DELETE	/v1/clients	Manage client records for CRM/Customer sync.
GET, POST, PUT, DELETE	/v1/invoices	Create, retrieve, update invoices for O2C automation.
GET, POST	/v1/payments	Record and retrieve payment details for reconciliation.
GET, POST, PUT, DELETE	/v1/expenses	Manage expense entries for P2P integration.
GET, POST, PUT, DELETE	/v1/time_entries	Record time entries for project billing.
GET, POST, PUT, DELETE	/v1/items	Manage products/services for invoice line items.

Method	Endpoint	Purpose
POST, GET, PUT	/infor/api/v1/customers	Manage customer master data for 360 view.
POST, GET, PUT	/infor/api/v1/salesorders	Create sales orders from eCommerce/Freshbooks.
GET, PUT	/infor/api/v1/products	Retrieve/update product catalog information.
GET, PUT	/infor/api/v1/inventory/{item_id}	Query/update real-time inventory levels.
POST, GET	/infor/api/v1/invoices	Create/retrieve invoices for financial processing.
POST	/infor/api/v1/gl/journalentries	Post financial journal entries for expenses/consolidation.

Event	Name	Payload Data

⚡ Transformation Logic

Schema Mapping: Visual drag-and-drop mapping between Freshbooks and Infor fields.
Data Type Conversion: Automatic conversion of dates, numbers, and strings to match target system requirements.
Value Lookups: Translate Freshbooks category IDs to Infor GL Account Codes, or Freshbooks payment gateway names to Infor Payment Methods.
Data Enrichment: Add additional fields from a third system (e.g., CRM) or internal logic.
Conditional Logic: Apply different transformations based on data values (e.g., if Freshbooks client type is 'SMB', map to a specific Infor Customer Group).
Concatenation/Splitting: Combine or separate fields (e.g., Freshbooks first/last name to Infor full name).

🛡️ Error Handling

Freshbooks API rate limit exceeded.
Infor API validation error (e.g., invalid GL account).
Network connectivity issues between iPaaS and either system.
Data mapping discrepancies (e.g., missing required field).
Duplicate record creation due to inconsistent matching logic.
Authentication token expiration.

Pricing

Simple, transparent pricing for Freshbooks + Infor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

Unlimited transactions and API calls within fair-use limits.
Visual workflow designer and reusable mapping templates.
Monitoring, alerting, and access to Clarity’s support team.

View full pricing & options

Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

General Integration FAQs

▸ What kind of integrations are possible between Freshbooks and Infor?

You can integrate a wide range of workflows, including automated Freshbooks Invoice creation and synchronization to Infor Sales Orders/Invoices, real-time Freshbooks Client updates to Infor Customer master data, approved Freshbooks Expenses posting to Infor General Ledger, and Freshbooks Payment reconciliation with Infor Payment Transactions. Essentially, any financial or customer-related data flow between the two systems can be automated.

iPaaS Benefits FAQs

▸ How does an iPaaS improve Freshbooks and Infor integration beyond basic connectors?

While both Freshbooks and Infor offer some native integrations, an iPaaS provides a centralized, scalable, and flexible platform for enterprise-grade integration. It offers advanced visual mapping, complex data transformation, robust error handling, monitoring, governance, and the ability to orchestrate multi-step workflows across many systems. Crucially, it incorporates AI for intelligent automation, going far beyond simple point-to-point connections to ensure data quality and accelerate processes.

▸ How does low-code/no-code help with Freshbooks and Infor integrations?

Low-code/no-code tools simplify the creation and management of Freshbooks-Infor integrations. They provide visual interfaces for drag-and-drop connectors, data mapping, and workflow logic definition without extensive coding. This empowers business analysts and finance teams to build and modify integrations faster, reducing reliance on IT and accelerating digital transformation and business agility.

Data Sync FAQs

▸ Can I synchronize Freshbooks client data with Infor customer data?

Yes, this is a common and highly beneficial integration use case. An iPaaS can synchronize client creation and updates bi-directionally between Freshbooks (Client entity) and Infor (Customer entity). This ensures both systems have the most current customer information, preventing data discrepancies, improving customer relationship management, and providing a unified 'Customer 360' view.

AI Features FAQs

▸ What role does AI play in Freshbooks and Infor integrations?

AI significantly augments integration by providing intelligent capabilities such as automated data mapping suggestions, anomaly detection in financial transactions (e.g., suspicious expenses), predictive insights for cash flow, smart routing for exception handling, and automated data validation. This reduces manual effort, improves data quality, and enables more proactive financial and operational management.

Error Management FAQs

▸ How do I handle errors and failed transactions in Freshbooks and Infor integrations?

Modern iPaaS platforms offer comprehensive error handling. This includes automated retries for transient errors, dead-letter queues for persistent failures, configurable alerts (email, Slack), and detailed logging. AI can further enhance this by analyzing common error patterns to suggest resolutions or even automatically fix minor discrepancies, minimizing manual intervention and ensuring data eventual consistency.

Technical FAQs

▸ Is Freshbooks ready for event-driven architecture with Infor?

Absolutely. Freshbooks supports webhooks for various events (e.g., invoice created, payment received, client updated). This enables an event-driven architecture where your iPaaS can react in real-time to changes in Freshbooks, triggering immediate actions in Infor. This ensures data consistency and accelerates workflows, which is crucial for dynamic operations like order-to-cash.

Security & Compliance FAQs

▸ How do I ensure data security during Freshbooks and Infor integrations?

Data security is paramount. Best practices include using OAuth 2.0 with the principle of least privilege, ensuring all data in transit is encrypted via HTTPS/TLS, leveraging iPaaS platforms with data encryption at rest, and adhering to compliance standards (e.g., GDPR, PCI DSS). Regularly auditing access and implementing robust error handling and audit trails also contribute significantly to security.

Implementation Timeline

Go live with Freshbooks + Infor in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

Access Enabled

Secure connections established to both Freshbooks and Infor, with credentials and environments confirmed.

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most Freshbooks + Infor deployments.

Project Phases

Discovery

Configure & Map

Validate

Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for Freshbooks + Infor.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

Unlimited transactions and API calls within fair-use limits.
Visual workflow designer and reusable mapping templates.
Monitoring, alerting, and access to Clarity’s support team.

View full pricing & options

Next Steps

See Freshbooks + Infor integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo

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Unify Freshbooks & Infor: Intelligent Automation for Finance & Operations

See how it works

The Disconnect: Why Fragmented Financial & ERP Systems Hold You Back

The Unified Solution: Intelligent Freshbooks and Infor Integration

Go live with Freshbooks + Infor in as little as 2–4 weeks.

Access Enabled

Configuration & Mapping

Go Live

Comprehensive Solution Details

Technical Integration Details: Connecting Freshbooks and Infor via iPaaS

Data Flow Steps

Data Touchpoints

Simple, transparent pricing for Freshbooks + Infor.

Clarity Connect

How Middleware Integration Works

Freshbooks

Infor

Benefits of Integrating Freshbooks

Benefits of Integrating Infor

Key Entities & Field-Level Mappings for Freshbooks and Infor

Freshbooks Fields

Infor Fields

Mapping Notes

Freshbooks Fields

Infor Fields

Mapping Notes

Freshbooks Fields

Infor Fields

Mapping Notes

Freshbooks Fields

Infor Fields

Mapping Notes

Freshbooks Fields

Infor Fields

Mapping Notes

See Freshbooks + Infor integration in action.

Integration Use Cases

Order-to-Cash (O2C) Automation: eCommerce to Freshbooks to Infor

Integration Steps:

Business Outcome

Procure-to-Pay (P2P) Streamlining: Freshbooks Expenses to Infor GL

Integration Steps:

Business Outcome

Project Billing & Time Tracking to Infor Revenue Recognition

Integration Steps:

Business Outcome

Customer 360 & Master Data Synchronization

Integration Steps:

Business Outcome

Key Integration Benefits

Accelerated Financial Close

📋 What You Get

💼 Business Impact

Enhanced Data Accuracy

📋 What You Get

💼 Business Impact

Optimized Cash Flow

📋 What You Get

💼 Business Impact

Operational Efficiency

📋 What You Get

💼 Business Impact

Unified Customer View

📋 What You Get

💼 Business Impact

Scalability & Agility

📋 What You Get

💼 Business Impact

Secure HIPAA
eCommerce

Any Payment
Gateway

Integrate the
way you want

Start your AI
journey here