FreshBooks - Unable to map fields

  • paintsavvy
    Asked on July 14, 2014 at 3:11 PM

    using the Freshbooks Integration Wizard

     

     

    the fields available to map are 

     

    My Products

    Discount

    Purchase Order Number

    Terms

     

     

    Previously I was able to map the entire jotform into the notes section of freshbooks and this is no longer happening

     

     

     

    Jotform Thread 403201 Screenshot
  • Elton Support Team Lead
    Replied on July 14, 2014 at 4:00 PM

    Hi,

    Are you trying to create invoice like the following?

    FreshBooks   Unable to map fields Image 1 Screenshot 40

    If so, you can map the fields on the first section of the integration after selecting create invoice.

    FreshBooks   Unable to map fields Image 2 Screenshot 51 

    And then on the next page, map the products and other fields you want to add.

    FreshBooks   Unable to map fields Image 3 Screenshot 62

    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.

    Thanks!

  • paintsavvy
    Replied on July 14, 2014 at 6:45 PM

    create an estimate

     

    like I said before

     

    the only fields available for me to map are what I mentioned before

  • Jeanette JotForm Support
    Replied 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?

     

    FreshBooks   Unable to map fields Image 1 Screenshot 20

     

    Let me do some test, and I'll get back to you later on.

  • Jeanette JotForm Support
    Replied 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

    FreshBooks   Unable to map fields Image 1 Screenshot 40

     

    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

    FreshBooks   Unable to map fields Image 2 Screenshot 51

     

    So far, my form is also configured to collect donation

    FreshBooks   Unable to map fields Image 3 Screenshot 62

     

    Please feel free to request more help, if needed.