FreeAgent
TARGET_SYSTEM: freeagent
FreeAgent is a cloud-based accounting software company.
| Read | Create | Update | ||
|---|---|---|---|---|
| Accounts | ⌛ | ⌛ | ⌛ | |
| Bills | ⌛ | ⌛ | ⌛ | |
| Contacts | ❌ | ✅ | ✅ | |
| Customers | ✅ | ❌ | ❌ | |
| Credit notes | ⌛ | ⌛ | ⌛ | |
| Expenses | ⌛ | ⌛ | ⌛ | |
| Files | ⌛ | ⌛ | ⌛ | |
| Invoices | ⌛ | ⌛ | ⌛ | |
| Items | ⌛ | ⌛ | ⌛ | |
| Journal entries | ⌛ | ⌛ | ⌛ | |
| Offers | ⌛ | ⌛ | ⌛ | |
| Suppliers | ✅ | ❌ | ❌ | |
| Tracking categories | ⌛ | ⌛ | ⌛ | |
| Transactions | ⌛ | ⌛ | ⌛ | |
| Vendor credits | ⌛ | ⌛ | ⌛ |
✅ = Endpoint available
⌛ = Endpoint in progress
❌ = Endpoint not supported by FreeAgent
How to connect to FreeAgent
To allow your customers to link your application with their FreeAgent accounts, you need to set up a FreeAgent App and submit your application credentials to maesn.
Prerequisites
Before you begin, make sure you have the following:
- A FreeAgent account.
You can sign-up for a free trial at https://signup.freeagent.com/signup, if you do not have a FreeAgent account already. Note that you will not need to use this FreeAgent account for anything else than managing the FreeAgent App and, if you want to, becoming a FreeAgent partner later.
Create the FreeAgent App
In this step we create the App that a user can choose to install into their FreeAgent instance to authorize the integration with your application.
- Navigate to the FreeAgent developer portal and log in, if you are not already logged in.
- Click “Create New App”.
- Enter the below details:
- Name: This should be your application’s name. When your users link their FreeAgent account, they will see that “Name” is requesting to integrate with their FreeAgent account.
- Description: Description for your app.
- App Homepage URL: The homepage of your company’s website, e.g. https://yourcompany.com/.
- Redirect URI: Should be set to https://api.maesn.dev/auth/callback/freeagent
Get your client secret
Once you are done with the setup you will see both the OAuth identifier, and the OAuth secret. You will need both of these to connect to the FreeAgent API.
Configure your integration in the maesn API
In the last step, we setup your API tenant with your App’s details:
- Get in touch with your contact person at maesn to submit the client id and client secret.
If you are not sure who your technical contact is, do not hesitate to reach out to us via support@maesn.com, but do not enter your client credentials directly in the email. That’s not safe!
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