TARGET_SYSTEM: freeagent FreeAgent is a cloud-based accounting software company.
ReadCreateUpdateDelete
Accounts
Async task
Bank accounts
Bills
Bill lines
Booking proposals
Contacts
Customers
Credit notes
Dimensions
Expenses
Files
Goods receipts
Goods receipt lines
Invoices
Invoice lines
Items
Journals
Journal entries
Offers
Offer lines
Payments
Payment terms
Projects
Purchase orders
Purchase order lines
Sales orders
Sales order lines
Suppliers
Tax rates
Transactions
Units
Users
Vendor credits
= Supported by Maesn
= Not supported by Maesn at this time
= Not supported by FreeAgent

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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.
1

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.
2

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
3

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.
4

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.

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Sandbox environment

FreeAgent has different URLs and credentials for their production and sandbox environments. To generate a sandbox end user account you have to use the freeagent-sandbox target system. Inside FreeAgent, you can create sandbox credentials with the same steps as the production credentials, you just need to create sandbox credentials instead of production credentials. You also have to use the following callback URL for the sandbox environment: https://api.maesn.dev/auth/callback/freeagent-sandbox