Freshbooks Integration: duplicate clients & description data

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    drj888
    Asked on July 28, 2012 at 06:08 AM

    Hi there,

    The Freshbooks integration is awesome!!

    The issue I have is that using the exact same client details when I complete an order form creates a duplicate client entry into my Freshbooks client database.

    Also, it would be great to map data to the Description field on the invoice.

    Hope you can help.

    thanks,

    Jacques

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    drj888
    Answered on July 28, 2012 at 10:47 AM

    I noticed that another form builder has a checkbox next to the email field "Update an existing client if email addresses match" to get around this problem.

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    aytekin
    Answered on July 29, 2012 at 06:13 AM

    Good solution, but that checkbox is probably unnecessary. You would always want the latest data, right? So, would this solution work:

    "if the email address is same, do not create a new contact, but update the existing details" 

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    drj888
    Answered on July 29, 2012 at 01:30 PM

    100% - that would be perfect :-)

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    drj888
    Answered on July 29, 2012 at 01:33 PM

    Is it possible to map form data to the Description fields on the invoice?

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    jeanettebmz
    Answered on July 29, 2012 at 02:43 PM

    That is not possible as for the moment.

    A possible workaround would be to add a textbox field in the form and map it to the "Notes" field .Otherwise you can always modify the invoice or estimate and add the description manually before sending it

     

    Jeanette