You can set up a connection between Klipfolio and Freshbooks to show your accounting data on a dashboard. Use the steps in this article to learn how set up that connection.
What is Klipfolio?
Klipfolio integrates with many cloud services and tools to create beautiful data visualizations.
How do I get started with FreshBooks?
You have the following options for visualizing your data on a dashboard in Klipfolio:
|Try the Klip Gallery||Use the Connector Gallery|
|The Klip Gallery allows you to track your key metrics using pre-built Klips for some of the most popular services and data sources.||The Connector Gallery helps you get your data fast with pre-built queries. Use this article as a guide to build your own FreshBooks data source.|
If you want to build a data source entirely from scratch, use the Advanced section below.
Authenticate with Freshbooks
You can choose to connect with FreshBooks using the Connector Gallery or the Klip Gallery in Klipfolio. Either way, the first thing you will be asked to do is authenticate and create a handshake connection between your Klipfolio and FreshBooks accounts.
In order to associate your FreshBooks data with your Klip Gallery template, you will need to log into your FreshBooks account and find your Authentication Token and subdomain name.
To find your FreshBooks Authentication Token and Subdomain name,
Note: Follow the steps below to see where exactly to paste your subdomain and authentication token in Klipfolio.
Enter your FreshBooks subdomain and API Token in Klipfolio
If you are creating a data source using the Freshbooks connector,
- Enter your subdomain in the query where indicated,
- Expand the Authentication menu,
- Select the Basic HTTP Authentication option,
- In the Username field, enter your FreshBooks API Key,
- Leave the Password field blank,
- Click Get Resource to view and save your new data source.
If you are adding a Freshbooks Klip from the Gallery, enter your API Key and your FreshBooks subdomain in the appropriate fields:
Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn how to get data into Klipfolio using APIs, your possibilities are endless. Here's a quick and simple overview video on APIs and Klipfolio:
If APIs are a bit too tricky for you, enlist a data analyst or developer to help you.
If you want to edit a FreshBooks data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.
FreshBooks quick reference table
|API Documentation||FreshBooks API documentation|
|Basic HTTP Authentication|
- Introduction to the Connector Gallery
- Guide to REST API data sources
- Working with XML/JSON data sources
- Data Sources with Multiple Pages