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Freshbooks + Infor CloudSuite Integration

Clarity Connect™ integrates Freshbooks with Infor CloudSuite, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Freshbooks and Infor CloudSuite through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between Freshbooks and Infor CloudSuite.

  • Freshbooks: Custom fields on Clients, Invoices, Expenses, Projects.
  • Infor CloudSuite: User-defined fields (UDFs) and flexible attribute structures on Customer, Product, Sales Order, Invoice entities.
Implementation Timeline

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

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

1

Access Enabled

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

2

Configuration & Mapping

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

3

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 CloudSuite deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Freshbooks: Custom fields on Clients, Invoices, Expenses, Projects.
  • Infor CloudSuite: User-defined fields (UDFs) and flexible attribute structures on Customer, Product, Sales Order, Invoice entities.

Robust Integration Architecture: iPaaS as the Central Hub

The recommended integration architecture positions a modern iPaaS as the central orchestration layer, connecting Freshbooks and Infor CloudSuite. This 'hub-and-spoke' model ensures scalability, resilience, and maintainability, moving away from brittle point-to-point integrations.

Data Flow Steps

Event-Driven Architecture: Utilize Freshbooks webhooks and Infor ION BODs for real-time data synchronization, minimizing polling overhead.

Canonical Data Model: Where applicable, define a common data model within the iPaaS for core entities (e.g., Customer, Invoice) to simplify transformations between systems.

API Gateway Pattern: The iPaaS acts as an intelligent gateway, managing authentication, routing, and rate limits for calls to Freshbooks and Infor CloudSuite APIs.

Circuit Breaker Pattern: Implement in the iPaaS to prevent cascading failures by temporarily halting calls to an unresponsive API.

Idempotent Operations: Design integration flows to ensure that repeated processing of the same message does not create duplicate records or incorrect states in either system.

Data Touchpoints

[name, iPaaS Platform],[description, The core integration engine providing connectors, visual workflow design, data transformation, error handling, and monitoring.]
[name, Freshbooks API & Webhooks],[description, Freshbooks' RESTful API for programmatic access and webhooks for real-time event notifications.]
[name, Infor CloudSuite APIs (via Infor OS)],[description, REST APIs for various CloudSuite modules (Financials, HCM, Sales) accessed securely through Infor OS, often leveraging Infor ION.]
[name, Infor ION (Intelligent Open Network)],[description, Infor's event messaging bus, providing standardized Business Object Documents (BODs) for real-time, asynchronous communication within the Infor ecosystem and to external systems via the iPaaS.]
[name, Secrets Management],[description, Secure storage for API keys, OAuth tokens, and other credentials, integrated with the iPaaS.]
[name, Monitoring & Alerting],[description, Dashboards and notification services for tracking integration health and performance.]
[name, AI Co-pilot],[description, Embedded AI capabilities within the iPaaS for intelligent mapping, validation, anomaly detection, and flow generation.]

"Visualize the iPaaS at the center, with Freshbooks (left) and Infor CloudSuite (right) as spokes. Arrows indicate data flow direction, emphasizing webhooks/ION for event triggers and API calls for data exchange. Monitoring and AI layers surround the iPaaS."

Pricing

Simple, transparent pricing for Freshbooks + Infor CloudSuite.

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.
  • ✓
    Event Trigger & Data Capture
  • ✓
    Data Extraction & Pre-processing
  • ✓
    AI-Assisted Data Transformation & Mapping
  • ✓
    Data Validation & Anomaly Detection
  • ✓
    API Call & Data Delivery
  • ✓
    Error Handling & Reconciliation
  • ✓
    Status Update & Logging
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Client / Customer

Synchronizing customer master data is foundational for consistent billing, sales, and service operations across both platforms.

Freshbooks Fields

[field, client_id],[description, Unique identifier for the client.] [field, first_name],[description, Client's first name.] [field, last_name],[description, Client's last name.] [field, email],[description, Client's primary email address.] [field, organization],[description, Client's company name.] [field, address],[description, Billing or primary address details.] [field, phone_number],[description, Client's phone number.]

Infor CloudSuite Fields

[field, customerID],[description, Unique identifier for the customer.] [field, customerName],[description, Customer's official name.] [field, addressLine1],[description, Primary address line.] [field, city],[description, City part of the address.] [field, state],[description, State/Province part of the address.] [field, zipCode],[description, Postal code.] [field, country],[description, Country.] [field, email],[description, Customer's primary email.] [field, phone],[description, Customer's phone number.] [field, taxID],[description, Customer's tax identification number.] [field, creditLimit],[description, Customer's approved credit limit.]

Mapping Notes

Freshbooks 'organization' maps to Infor 'customerName'. Individual name fields can map to corresponding Infor contact details. Address fields require careful parsing and standardization for consistency. Freshbooks 'client_id' can be stored as an external ID in Infor for easy cross-referencing.

Next Steps

See Freshbooks + Infor CloudSuite 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.

Project Billing & ERP Revenue Recognition

Automate the entire process from project completion and time tracking in Freshbooks to invoice generation and subsequent revenue recognition and AR posting in Infor CloudSuite. This ensures accurate, timely billing and a consistent financial record.

Integration Steps:

  1. 0 Time entries and expenses are approved in Freshbooks for a specific project.
  2. 1 An iPaaS triggers upon Freshbooks invoice creation (manual or automated from time/expense).
  3. 2 Invoice data, including line items and client details, is extracted from Freshbooks.
  4. 3 Data is transformed and mapped to Infor CloudSuite's customer invoice and general ledger structures.
  5. 4 A customer invoice is created in Infor CloudSuite, and corresponding GL entries are posted to Accounts Receivable and Revenue accounts.

Business Outcome

Accelerated invoice-to-cash cycle, accurate revenue recognition, reduced manual data entry for AR.

Frequency

Real-time / Event-driven

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
GET, POST, PUT, DELETE /v1/clients Manage client records (create, retrieve, update, delete) for synchronization with CRM or sales platforms.
GET, POST, PUT, DELETE /v1/invoices Create, retrieve, update, and manage invoices, crucial for eCommerce order processing and subscription billing.
GET, POST /v1/payments Record and retrieve payment details against invoices, essential for payment gateway reconciliation.
GET, POST, PUT, DELETE /v1/expenses Manage expense entries for integration with expense management systems or receipt scanning tools.
GET, POST, PUT, DELETE /v1/time_entries Record and retrieve time entries for project billing and payroll integration.

⚡ Transformation Logic

  • Freshbooks address fields (street, city, state, zip) parsed and mapped to Infor CloudSuite's structured address fields (addressLine1, city, state, zipCode).
  • Freshbooks 'organization' mapped to Infor 'customerName'.
  • Freshbooks 'category_id' (Expense) translated to specific Infor CloudSuite 'accountID' and 'costCenter' based on a lookup table or AI inference.
  • Freshbooks invoice 'line_items' transformed to Infor CloudSuite 'lineItems' structure, ensuring product/service IDs and pricing align.
  • Currency conversion for multi-currency transactions, with exchange rates sourced from a central system or API.
  • Date format standardization (e.g., 'YYYY-MM-DD').

🛡️ Error Handling

  • Freshbooks API downtime or rate limit exceeded.
  • Infor CloudSuite API returning validation errors (e.g., invalid customer ID).
  • Data transformation failure due to unexpected source data format.
  • Network connectivity issues between iPaaS and either system.
  • Duplicate record creation attempts in the target system.
Support & Information

Frequently Asked Questions

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

Capabilities FAQs

▸ What kind of integrations are possible between Freshbooks and Infor CloudSuite?
This integration enables a wide range of workflows, including synchronizing Freshbooks clients with Infor CloudSuite customers, automating Freshbooks invoice generation from project data to Infor's Accounts Receivable, posting approved Freshbooks expenses directly to Infor's General Ledger, and reconciling Freshbooks payments with Infor's financial records. It covers core accounting and ERP functions.

iPaaS Value FAQs

▸ How does iPaaS improve Freshbooks and Infor CloudSuite integration beyond basic connectors?
While both systems have APIs, an iPaaS provides a centralized, scalable, and flexible framework for complex, multi-step workflows. It offers visual drag-and-drop mapping, advanced data transformation, robust error handling, monitoring, governance, and the ability to orchestrate processes across many systems, including AI augmentation, which goes far beyond simple point-to-point connections or native integrations.

AI Features FAQs

▸ Can AI help with data mapping and validation between Freshbooks and Infor CloudSuite?
Absolutely. Our AI co-pilot capabilities can significantly enhance the integration process. This includes suggesting optimal field mappings between Freshbooks and Infor CloudSuite entities, automatically categorizing Freshbooks expenses to Infor GL accounts, detecting anomalies in financial data, and providing intelligent validation rules to ensure data quality before posting.

Security FAQs

▸ What authentication methods are supported for Freshbooks and Infor CloudSuite APIs?
Both Freshbooks and Infor CloudSuite primarily use OAuth 2.0 for API authentication, providing a secure and standardized way for applications to access data. Infor CloudSuite leverages Infor OS for identity and access management. Our iPaaS securely manages these OAuth tokens, ensuring least privilege access and regular token rotation for enhanced security.

Performance FAQs

▸ How do you handle rate limits when integrating with Freshbooks and Infor CloudSuite APIs?
To manage API rate limits, our iPaaS employs several strategies. This includes intelligent queuing of requests, batching multiple operations into single API calls where supported, and implementing exponential backoff for retries when limits are encountered. We also prioritize event-driven integrations (Freshbooks webhooks, Infor ION) to reduce synchronous API call volume.

Architecture FAQs

▸ Is Freshbooks ready for event-driven architecture, and how does Infor ION play a role?
Yes, Freshbooks supports webhooks for various events (e.g., invoice created, payment received), making it suitable for event-driven architecture. Infor CloudSuite leverages Infor ION, its Intelligent Open Network, which acts as a powerful event messaging bus using Business Object Documents (BODs). Our iPaaS can subscribe to Freshbooks webhooks and Infor ION BODs to react in real-time to changes, ensuring immediate data consistency.

Security & Compliance FAQs

▸ How do I ensure data security and compliance (e.g., GDPR, PCI DSS) during Freshbooks and Infor CloudSuite integrations?
Data security is paramount. We adhere to best practices including OAuth 2.0 with least privilege, end-to-end HTTPS/TLS encryption for data in transit, and data encryption at rest within the iPaaS. For compliance, we design integrations with data privacy by design, anonymizing sensitive fields where possible, and ensuring PCI DSS compliance for payment data by using tokenization and never storing raw card information. Comprehensive audit trails are also maintained.

Use Cases FAQs

▸ Can I synchronize Freshbooks client data with my Infor CloudSuite customer master data?
Yes, this is a highly beneficial and common integration use case. Our iPaaS can synchronize client creation and updates between Freshbooks and Infor CloudSuite, ensuring both systems have the most current customer information. This prevents data silos, reduces manual entry, and provides a unified view of your customer base for improved relationship management and accurate billing.
Pricing

Simple, transparent pricing for Freshbooks + Infor CloudSuite.

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

Connect™ Plan

Clarity Connect

$599 /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 CloudSuite 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