Part 1: Register your Fresh Books application
- Go to https://my.freshbooks.com/#/developer/
- Log in with your FreshBooks account and select ‘Create New App’.
- Complete the app registration form.
- Choose the necessary permissions (scopes) for your app.
- Add the redirect URI: ROOTFI CALLBACK URL.
- Save your settings.
Part 2: Enter Your Client ID and Client Secret on the RootFi Dashboard
- Login to the RootFi dashboard
- Select the ‘Integrations’ tab on the sidebar - here you will see a list of platforms you can integrate with
- Click the ‘Set Up’ button which is present on the Fresh books card.
- When the form opens up simply enter the ‘Client ID’ and ‘Client Secret’ which you generated on the Fresh API Console and click ‘Save’