Connect™

Freshbooks + TIMS Integration

Clarity Connect™ integrates Freshbooks with TIMS, 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 TIMS 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.

The Solution

Seamless Integration

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

The iPaaS allows mapping and synchronizing custom fields defined in Freshbooks (e.g., custom client fields, invoice fields) to corresponding custom fields in TIMS or extending TIMS entities with new attributes if its API supports it, ensuring full data fidelity.
AI can assist in suggesting mappings for custom fields based on their names and data types.

Implementation Timeline

Go live with Freshbooks + TIMS 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 TIMS, 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 + TIMS deployments.

Project Phases

Discovery

Configure & Map

Validate

Launch

Engagement Model

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

Comprehensive Solution Details

The iPaaS allows mapping and synchronizing custom fields defined in Freshbooks (e.g., custom client fields, invoice fields) to corresponding custom fields in TIMS or extending TIMS entities with new attributes if its API supports it, ensuring full data fidelity.
AI can assist in suggesting mappings for custom fields based on their names and data types.

Robust Integration Architecture: Freshbooks & TIMS

Our integration architecture is built on an API-first, event-driven paradigm, leveraging a modern iPaaS to ensure scalability, reliability, and security for your Freshbooks and TIMS connection.

Data Flow Steps

Event-Driven Integration: Utilize Freshbooks webhooks for real-time updates (invoices, payments, clients, expenses) to TIMS.

Canonical Data Model: Define a standardized data structure within the iPaaS for common entities (Client, Invoice, Payment) to simplify mapping and future integrations.

Request-Reply (Synchronous): For immediate data lookups or validations (e.g., checking TIMS Customer ID before creating an invoice).

Publish-Subscribe (Asynchronous): For propagating changes across systems without waiting for immediate responses, enhancing scalability.

API Gateway / Proxy: For centralized API management, security, and rate limiting if direct API calls are not preferred.

Data Touchpoints

Freshbooks Connector: Pre-built, optimized connector for Freshbooks API (OAuth 2.0).

TIMS Connector: Pre-built, optimized connector for TIMS REST API (OAuth 2.0/API Key).

iPaaS Runtime Engine: Executes integration workflows, handles data processing and transformation.

Data Mapping & Transformation Engine: Visual interface for schema mapping, data type conversion, and business rule application.

Event Bus/Webhook Listener: Captures real-time events from Freshbooks webhooks.

Scheduler: For batch or time-based synchronization needs.

Error Handling & Monitoring: Centralized logging, alerting, and retry mechanisms.

Credential Manager: Secure storage for API keys and tokens.

AI Co-pilot: Assists with mapping, validation, and anomaly detection.

Version Control & Deployment Pipeline: Manages integration lifecycle (Dev/QA/Prod).

"Conceptual Diagram: Freshbooks (Source) <-> iPaaS (Orchestration, Transformation, AI) <-> TIMS (Target). Webhooks drive real-time updates from Freshbooks. iPaaS uses TIMS REST API. Shared canonical data models within iPaaS."

Pricing

Simple, transparent pricing for Freshbooks + TIMS.

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 TIMS

Integrating TIMS 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

Data Entity Mapping

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

Client / Customer

Synchronizes customer records to ensure consistent contact, billing, and shipping information across both systems.

Freshbooks Fields

[field, client_id],[description, Freshbooks unique 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 address.] [field, organization],[description, Client's company name.] [field, address],[description, Billing address details.] [field, phone_number],[description, Client's phone number.]

TIMS Fields

[field, CustomerID],[description, TIMS unique customer identifier.] [field, ExternalID],[description, Field to store Freshbooks client_id for cross-referencing.] [field, CompanyName],[description, Customer's company name.] [field, FirstName],[description, Customer's first name.] [field, LastName],[description, Customer's last name.] [field, Email],[description, Customer's primary email.] [field, BillingAddress],[description, Billing address details.] [field, ShippingAddress],[description, Shipping address details.] [field, Phone],[description, Customer's phone number.]

Mapping Notes

Freshbooks `client_id` should be mapped to TIMS `ExternalID` for robust cross-system lookup and deduplication. Address fields require careful mapping and potential harmonization due to differing structures. Consider primary system for contact updates.

Invoice / Invoice (AR)

Synchronizes client invoices from Freshbooks to TIMS Accounts Receivable for comprehensive financial reporting and payment tracking.

Freshbooks Fields

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

TIMS Fields

[field, InvoiceID],[description, TIMS unique invoice identifier.] [field, ExternalInvoiceID],[description, Field to store Freshbooks `invoice_id`.] [field, CustomerID],[description, Associated TIMS customer ID.] [field, InvoiceDate],[description, Date invoice was issued.] [field, DueDate],[description, Payment due date.] [field, TotalAmount],[description, Total invoice amount.] [field, AmountDue],[description, Outstanding balance.] [field, Status],[description, Invoice status (Paid, Unpaid, Partially Paid).] [field, LineItems],[description, Array of products/services, quantities, and prices.] [field, TaxAmount],[description, Total tax amount.]

Mapping Notes

Freshbooks `invoiceid` should map to TIMS `ExternalInvoiceID`. Freshbooks `lineitems` require mapping to TIMS `LineItems` which may involve matching Freshbooks `Item` names to TIMS `SKU`s or mapping to specific GL accounts. `Status` mapping needs careful translation (e.g., Freshbooks 'paid' to TIMS 'Paid').

Payment / Payment (AR)

Records payments received in Freshbooks and applies them to outstanding invoices in TIMS Accounts Receivable.

Freshbooks Fields

[field, payment_id],[description, Freshbooks unique payment identifier.] [field, invoice_id],[description, Associated invoice ID.] [field, client_id],[description, Associated client ID.] [field, amount],[description, Payment amount.] [field, date],[description, Date payment was received.] [field, gateway],[description, Payment gateway used (e.g., Stripe, PayPal).] [field, transaction_id],[description, Transaction ID from payment gateway.]

TIMS Fields

[field, PaymentID],[description, TIMS unique payment identifier.] [field, ExternalPaymentID],[description, Field to store Freshbooks `payment_id`.] [field, CustomerID],[description, Associated TIMS customer ID.] [field, InvoiceID],[description, Associated TIMS invoice ID.] [field, PaymentDate],[description, Date payment was received.] [field, Amount],[description, Payment amount.] [field, Currency],[description, Currency of the payment.] [field, PaymentMethod],[description, Method of payment.] [field, TransactionID],[description, Transaction ID from payment gateway.]

Mapping Notes

Freshbooks `paymentid` maps to TIMS `ExternalPaymentID`. Freshbooks `invoiceid` needs to be mapped to TIMS `InvoiceID` using the `ExternalInvoiceID` lookup. `gateway` field needs to be translated to TIMS `PaymentMethod`.

Expense / General Ledger Entry

Automates the posting of approved Freshbooks expenses to the appropriate General Ledger accounts in TIMS.

Freshbooks Fields

[field, expense_id],[description, Freshbooks unique expense identifier.] [field, staff_id],[description, Employee incurring the expense.] [field, vendor_id],[description, Vendor associated with the expense.] [field, category_id],[description, Expense category (e.g., Travel, Office Supplies).] [field, amount],[description, Expense amount.] [field, date],[description, Date of expense.] [field, description],[description, Description of the expense.] [field, status],[description, Approval status of the expense.] [field, has_receipt],[description, Indicates if a receipt is attached.]

TIMS Fields

[field, JournalEntryID],[description, TIMS unique journal entry identifier.] [field, EntryDate],[description, Date of the GL entry.] [field, AccountID],[description, TIMS Chart of Accounts ID (Debit/Credit).] [field, DebitAmount],[description, Debit amount.] [field, CreditAmount],[description, Credit amount.] [field, Description],[description, Description of the transaction.] [field, Reference],[description, Reference to Freshbooks expense_id.] [field, SourceSystem],[description, Indicates Freshbooks as the source.]

Mapping Notes

Freshbooks `categoryid` and `vendorid` must be mapped to TIMS `AccountID` (Chart of Accounts). This often requires a lookup table within the iPaaS. The expense amount will typically be debited to an expense account and credited to an Accounts Payable or Cash account in TIMS.

Next Steps

See Freshbooks + TIMS 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.

Automated Freshbooks Invoice to TIMS AR Posting

Seamlessly transfer approved invoices from Freshbooks into TIMS Accounts Receivable, ensuring all client billing is accurately reflected in the core ERP for financial reporting and reconciliation.

Integration Steps:

0 New or updated 'Invoice' in Freshbooks (e.g., status 'Sent', 'Paid') triggers the iPaaS.
1 iPaaS extracts 'Invoice', 'Client', 'Item', and 'Payment' data from Freshbooks.
2 Data is transformed to align with TIMS 'Invoice (AR)' and 'Customer' schemas, including mapping Freshbooks 'Line Items' to TIMS 'Product/Item' codes or GL accounts.
3 iPaaS checks for existing 'Customer' in TIMS using `ExternalID` (Freshbooks `client_id`); creates new 'Customer' if not found.
4 A new 'Invoice (AR)' is created in TIMS via `/api/v1/accounts/receivable/invoices`, linked to the correct 'Customer'.
5 Corresponding 'Payment (AR)' records are created in TIMS if the Freshbooks invoice is marked 'Paid' or 'Partially Paid'.
6 TIMS General Ledger is updated automatically based on the invoice and payment postings.

Business Outcome

Accelerated revenue recognition, reduced manual data entry into TIMS, improved AR accuracy, and a unified view of customer billing across both platforms.

Frequency

Real-time (event-driven via webhooks from Freshbooks)

Implementation Timeline

Go live with Freshbooks + TIMS 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 TIMS, 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 + TIMS 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, crucial for customer master sync.
GET, POST, PUT, DELETE	/v1/invoices	Create, retrieve, and update invoices, central for billing automation.
GET, POST	/v1/payments	Record payments received, vital for reconciliation.
GET, POST, PUT, DELETE	/v1/expenses	Manage expense entries for GL posting.
GET, POST, PUT, DELETE	/v1/items	Manage products and services for invoice line items.

Method	Endpoint	Purpose
GET, POST, PUT	/api/v1/customers	Manage customer records, core for customer master sync.
POST	/api/v1/accounts/receivable/invoices	Create new AR invoices or post payments.
POST	/api/v1/generalledger/journalentries	Post general ledger entries from Freshbooks.
GET	/api/v1/products	Retrieve product catalog details for line item mapping.

Event	Name	Payload Data

⚡ Transformation Logic

Client/Customer: Freshbooks `client_id` -> TIMS `ExternalID`. Freshbooks `address` fields normalized to TIMS multi-field address structure. Concatenate Freshbooks name fields if TIMS uses a single 'Contact Name'.
Invoice/Invoice (AR): Freshbooks `invoiceid` -> TIMS `ExternalInvoiceID`. Freshbooks `status` translated (e.g., 'paid' -> 'Paid'). Freshbooks `lineitems` mapped to TIMS `LineItems` array, often requiring lookup of TIMS `SKU` or GL account based on Freshbooks `Item` name/description.
Payment/Payment (AR): Freshbooks `paymentid` -> TIMS `ExternalPaymentID`. Freshbooks `invoiceid` used to lookup TIMS `InvoiceID`. Freshbooks `gateway` mapped to TIMS `PaymentMethod` enum.
Expense/GL Entry: Freshbooks `category_id` mapped to TIMS `AccountID` (Chart of Accounts). Create balanced Debit/Credit entries for TIMS GL from Freshbooks expense details.

🛡️ Error Handling

Missing Master Data: Freshbooks Client not found in TIMS.
Data Mismatch: Invoice line item `SKU` from Freshbooks doesn't exist in TIMS product catalog.
API Rate Limits: Exceeded TIMS or Freshbooks API call limits.
Validation Failure: Invalid date format or missing required field during TIMS API call.
Network Issues: Temporary connectivity problems between iPaaS and either system.

Pricing

Simple, transparent pricing for Freshbooks + TIMS.

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.

Data Synchronization FAQs

▸ What kind of data can be synchronized between Freshbooks and TIMS?

You can synchronize critical financial and customer data including Freshbooks Clients/TIMS Customers, Freshbooks Invoices/TIMS AR Invoices, Freshbooks Payments/TIMS AR Payments, and Freshbooks Expenses (posted as TIMS General Ledger entries). Product/Item data can also be synchronized to ensure consistency across both systems.

iPaaS Benefits FAQs

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

A modern iPaaS provides a centralized, scalable, and flexible framework. It offers advanced visual mapping, complex data transformation, robust error handling with AI augmentation, comprehensive monitoring, and the ability to orchestrate multi-step workflows across many systems, including AI-driven auto-mapping and anomaly detection. This goes far beyond simple point-to-point connections, ensuring data integrity and business agility.

Customization FAQs

▸ Can I use low-code/no-code tools to customize Freshbooks-TIMS workflows?

Absolutely. Our iPaaS platform empowers business users and citizen integrators with drag-and-drop interfaces to design, build, and modify Freshbooks-TIMS integration workflows without extensive coding. This accelerates development, reduces reliance on IT, and ensures business logic is directly translated into automation.

AI Capabilities FAQs

▸ How does AI enhance the Freshbooks and TIMS integration?

AI augmentation brings intelligent capabilities like automated field mapping suggestions, real-time anomaly detection for suspicious transactions or data discrepancies, intelligent routing for exception handling, and predictive insights for financial operations. This reduces manual effort, improves data quality, and enables proactive financial management for your Freshbooks and TIMS data.

Security FAQs

▸ What are the security considerations for integrating Freshbooks and TIMS?

Security is paramount. We implement robust measures including OAuth 2.0 with the principle of least privilege, end-to-end HTTPS/TLS encryption for data in transit, encryption at rest for sensitive data within the iPaaS, IP whitelisting, and adherence to compliance standards like GDPR and PCI DSS. Regular security audits and audit trails ensure data integrity and compliance.

Error Handling FAQs

▸ How do you handle errors and failed transactions between Freshbooks and TIMS?

Our iPaaS offers comprehensive error handling. This includes automated retries with exponential backoff for transient errors, dead-letter queues for persistent failures requiring manual review, configurable alerts (email, Slack), and detailed logging. AI can further analyze common error patterns to suggest resolutions or automatically fix minor discrepancies.

Integration Methods FAQs

▸ Is the integration real-time or batch-based?

The integration supports both. For critical financial events like new invoices, payments, or client updates, we leverage Freshbooks webhooks for real-time, event-driven synchronization to TIMS. For less time-sensitive data or bulk updates, scheduled batch syncs can be configured to optimize API usage and system load.

Implementation Timeline

Go live with Freshbooks + TIMS 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 TIMS, 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 + TIMS 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 + TIMS.

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 + TIMS 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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Freshbooks + TIMS Integration

See how it works

Connecting with Clarity Connect™

Seamless Integration

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

Access Enabled

Configuration & Mapping

Go Live

Comprehensive Solution Details

Robust Integration Architecture: Freshbooks & TIMS

Data Flow Steps

Data Touchpoints

Simple, transparent pricing for Freshbooks + TIMS.

Clarity Connect

How Middleware Integration Works

Freshbooks

TIMS

Benefits of Integrating Freshbooks

Benefits of Integrating TIMS

Data Entity Mapping

Freshbooks Fields

TIMS Fields

Mapping Notes

Freshbooks Fields

TIMS Fields

Mapping Notes

Freshbooks Fields

TIMS Fields

Mapping Notes

Freshbooks Fields

TIMS Fields

Mapping Notes

See Freshbooks + TIMS integration in action.

Integration Use Cases

Automated Freshbooks Invoice to TIMS AR Posting

Integration Steps:

Business Outcome

Real-time Client & Customer Master Data Synchronization

Integration Steps:

Business Outcome

Automated Freshbooks Expense to TIMS General Ledger Posting

Integration Steps:

Business Outcome

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

Access Enabled

Configuration & Mapping

Go Live

API Endpoints & Data Logic

⚡ Transformation Logic

🛡️ Error Handling

Simple, transparent pricing for Freshbooks + TIMS.

Clarity Connect

Frequently Asked Questions

Data Synchronization FAQs

iPaaS Benefits FAQs

Customization FAQs

AI Capabilities FAQs

Security FAQs

Error Handling FAQs

Integration Methods FAQs

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

Access Enabled

Configuration & Mapping

Go Live

Simple, transparent pricing for Freshbooks + TIMS.

Clarity Connect

See Freshbooks + TIMS integration in action.

Secure HIPAA
eCommerce

Any Payment
Gateway

Integrate the
way you want

Start your AI
journey here