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

# FreeAgent

> Integrate FreeAgent easily with Maesn’s Unified API. See the documentation with detailed system coverage and setup prerequisites.

**TARGET\_SYSTEM:** `freeagent`

<div className="integration-table">
  |                      |                          Read                          |                         Create                         |                         Update                         |                         Delete                         |                         Webhook                        |
  | -------------------- | :----------------------------------------------------: | :----------------------------------------------------: | :----------------------------------------------------: | :----------------------------------------------------: | :----------------------------------------------------: |
  | Accounts             | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Async task           | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Bank accounts        | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Bills                | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Bill lines           | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Booking proposals    | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Contacts             | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="check" iconType="solid" color="#4db975" /> | <Icon icon="check" iconType="solid" color="#4db975" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Customers            | <Icon icon="check" iconType="solid" color="#4db975" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Credit notes         | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Dimensions           | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Expenses             | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Files                | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Fiscal years         | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Goods receipts       | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Goods receipt lines  | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Invoices             | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Invoice lines        | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Items                | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Journals             | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Journal entries      | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Offers               | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Offer lines          | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Open items           | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Payments             | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Payment terms        | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Projects             | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Purchase orders      | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Purchase order lines | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Sales orders         | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Sales order lines    | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Suppliers            | <Icon icon="check" iconType="solid" color="#4db975" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Tax rates            | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Transactions         | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Trial balance        | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Units                | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> | <Icon icon="xmark" iconType="solid" color="#828282" /> |
  | Users                | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
  | Vendor credits       | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> | <Icon icon="phone" iconType="light" color="#828282" /> |
</div>

<Icon icon="check" iconType="solid" color="#4db975" /> = Supported by Maesn <br />
<Icon icon="phone" iconType="light" color="#828282" /> = On demand - contact us<br />
<Icon icon="xmark" iconType="solid" color="#828282" /> = Not supported by FreeAgent <br />

## 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.

<Steps>
  <Step title="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](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.
  </Step>

  <Step title="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](https://dev.freeagent.com/apps) 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 URL**: Should be set to `https://api.maesn.dev/auth/callback/freeagent`
  </Step>

  <Step title="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.
  </Step>

  <Step title="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](https://www.maesn.com/contact).
  </Step>
</Steps>

## 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`