Integrate Shopify with FreshBooks Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Shopify with FreshBooks using Pabbly Connect. This detailed tutorial covers every step of the process. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Shopify and FreshBooks Integration

To integrate Shopify with FreshBooks, start by accessing Pabbly Connect. Visit the Pabbly website and navigate to the Connect section. Here, you can log in or create a free account if you haven’t already.

Once logged in, you will be directed to the Pabbly Connect dashboard. From there, click on ‘Create New Workflow’ to begin setting up your integration. This platform allows you to automate tasks between the two applications seamlessly.

2. Setting Up Shopify as the Trigger in Pabbly Connect

In this step, you will configure Shopify as the trigger application in Pabbly Connect. Select Shopify as the application and choose the ‘New Order’ trigger event. This means that every time a new order is placed in Shopify, it will initiate the workflow.

• Choose ‘Shopify’ as the app.
• Select ‘New Order’ as the trigger event.
• Copy the Webhook URL provided by Pabbly Connect.

Next, go to your Shopify account settings and navigate to the Notifications section. Here, create a new Webhook using the URL you copied from Pabbly Connect. This connection allows Shopify to send order data to Pabbly Connect whenever a new order is made.

3. Capturing the Webhook Response in Pabbly Connect

After setting up the Webhook in Shopify, return to Pabbly Connect and click on ‘Capture Webhook Response’. This step is crucial as it waits for the order data to be sent from Shopify. Once a new order is placed, Pabbly Connect captures the information.

To test this, create a new order in Shopify. Fill in the necessary details such as customer information and payment details. After successfully placing the order, check back in Pabbly Connect to see if the order data has been captured correctly.

4. Setting Up FreshBooks as the Action in Pabbly Connect

With the order data captured, the next step is to set FreshBooks as the action application in Pabbly Connect. Choose FreshBooks and select the action event to create an invoice. This will allow you to automatically generate invoices based on the Shopify order data.

• Select ‘FreshBooks’ as the app.
• Choose ‘Create Invoice’ as the action event.
• Map the required fields using the captured data from Shopify.

Ensure that you correctly map the customer email, order details, and invoice date. This ensures that every invoice created in FreshBooks reflects the accurate order information from Shopify. Once everything is set, test the action to confirm that the invoice is created successfully.

5. Testing the Integration Between Shopify and FreshBooks

After configuring both Shopify and FreshBooks in Pabbly Connect, it’s time to test the entire workflow. Create a new order in Shopify, ensuring that the customer details are either existing or new. This will help you see how the integration handles both scenarios.

Check FreshBooks to confirm that the invoice has been generated correctly. If the customer did not exist in FreshBooks, the integration should create a new customer entry before generating the invoice. This ensures that all customer data is properly managed and reflected in your accounting software.

By following these steps, you can automate the entire process of creating invoices in FreshBooks every time a new order is placed in Shopify. This not only saves time but also reduces manual errors in your invoicing process.

Conclusion

In this tutorial, we detailed how to integrate Shopify with FreshBooks using Pabbly Connect. By automating invoice creation, you can streamline your e-commerce operations. This integration enhances efficiency and accuracy in managing orders and invoices.