Connecting Freshbooks to Podium

To add the FreshBooks App to your Podium Account:

  1. Login to your Podium account and click on the +Apps.                            1.png
  2. From here you can select a location to set up an app for.                          2.png
  3. Select the FreshBooks App from the Marketplace to begin the install process.                3.png
  4. After you click connect you can confirm the location you'd like to connect.  You can then continue the install process.                                                                                                        4.png
  5. From here you’ll be able to grant the app access to your Podium data, enter required credentials, and enable additional functionality where applicable. Make sure to select the correct FreshBooks account you would like to connect.                                                                                              5.png
  6. After you hit Next, you will then be asked what Country your location is in and if you would like to give permission to Podium to sync your FreshBooks contacts and writeback completed payments from Podium back to FreshBooks. (Keep in mind that the invoice numbers have to match between Podium and FreshBooks - also it’s not real time but will run every hour to complete invoices).                                                                                                                  6.png
  7. You will then be prompted to Add Automations.                                                                  7.png
  8. From the Add Automations page, you can access our automation library where you can enable automated text messages triggered by the app.                                                                      8.png
  9. When you select an automation from our automation library you’ll be prompted to review the automation details. Click Continue to enable the automation.                                                    9.png
  10. To enable the automation, select Activate.                              10.png