FreshBooks - Unable to map fields

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    paintsavvy
    Asked on July 14, 2014 at 03:11 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

     

     

     

  • Profile Image
    EltonCris
    Answered on July 14, 2014 at 04:00 PM

    Hi,

    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.

    Thanks!

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    paintsavvy
    Answered 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

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    Jeanette
    Answered 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.

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    Jeanette
    Answered 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.