> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloud.cdata.com/llms.txt
> Use this file to discover all available pages before exploring further.

# FreshBooks

export const title_0 = "FreshBooks";

## Prerequisites

Before you can add the connection, you need to register an OAuth application with FreshBooks. You must be signed in to a FreshBooks account that has admin access.

<Steps>
  <Step>
    Go to the [FreshBooks developer portal](https://my.freshbooks.com/#/developer) and sign in.
  </Step>

  <Step>
    Click **Create New App**.
  </Step>

  <Step>
    Complete the required fields:

    * **Name**–the name of your application.
    * **Description**–(optional) a short description of your application.
    * **Redirect URI**–set this to *[https://oauth.cdata.com/oauth/](https://oauth.cdata.com/oauth/)*.
  </Step>

  <Step>
    Save the application.
  </Step>

  <Step>
    On the application page, scroll to **App Settings** to find the **Client Id** and **Client Secret**. Make note of these values.
  </Step>
</Steps>

## Setup Guide

Follow these steps to connect FreshBooks to your Connect AI account:

<Steps>
  <Step>
    Open the **Sources** page of the Connect AI navigation menu.
  </Step>

  <Step>
    Click **+ Add Connection** in the upper-right corner.
  </Step>

  <Step>
    Type *FreshBooks* into the search field, then click the data source name.
  </Step>

  <Step>
    On the **Basic Settings** tab of the new connection, enter a connection name or keep the default name.
  </Step>

  <Step>
    In Connect AI, enter the **OAuth Client Id** and **OAuth Client Secret** obtained from FreshBooks.
  </Step>

  <Step>
    Click **Sign in** to connect securely through OAuth. This action opens the FreshBooks sign-in page in a new tab.
  </Step>

  <Step>
    Log in to your FreshBooks account and provide the requested permissions (if applicable).
  </Step>

  <Step>
    At the top of the Connect AI **Add {title_0} Connection** page, click **Save & Test**.

    * If the connection test succeeds, a **Connection successfully saved** message appears, indicating that your connection has been created. The **Status** on the **Edit Connection** page also changes to **Authenticated**. View the data model of your successful connection in the right pane of the **Edit Connection** page, in the **Data Model** tab.
    * If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the **Sign in** button. Correct the errors and try again.
    * Unsuccessful connections are saved as drafts and have a **Status** of **Not Authenticated**. You can return to the connection and authenticate it later.
  </Step>
</Steps>

<Note>
  Ready to try this connector? [Create a free Connect AI account](https://cloud-login.cdata.com/u/signup) and set up your first connection in minutes.
</Note>