- paintsavvyAsked on July 14, 2014 at 03:11 PM
using the Freshbooks Integration Wizard
the fields available to map are
Purchase Order Number
Previously I was able to map the entire jotform into the notes section of freshbooks and this is no longer happening
- JotForm SupportEltonCrisAnswered on July 14, 2014 at 04:00 PM
Are you trying to create invoice like the following?
If so, you can map the fields on the first section of the integration after selecting create invoice.
And then on the next page, map the products and other fields you want to add.
If you're unable to map the fields, make sure both field exists on your form and in the freshbook fields. I would also suggest to clear your browser's cache before re-integrating your form. See if this helps.
- paintsavvyAnswered on July 14, 2014 at 06:45 PM
create an estimate
like I said before
the only fields available for me to map are what I mentioned before
- JotForm Support ManagerJeanetteAnswered on July 15, 2014 at 12:01 AM
Do you mean that you were able to map the form fields into the Notes at Freshbook?
Let me do some test, and I'll get back to you later on.
- JotForm Support ManagerJeanetteAnswered on July 15, 2014 at 12:34 AM
In order for you to integrate successfully a form with a FreshBook Estimate, you must match at both sides all of the fields of the form
In this form I created, I added all the necessary field to match client info included a Text Area to match the NOTES field at Freshbooks
For the Estimate, I added a an Unique ID widget to match the PO number field at Freshbooks Estimate.
And I also added another Text Area and added the terms as the default values
So far, my form is also configured to collect donation
Please feel free to request more help, if needed.