Contact Us

Submit your question

Request a callback
650-800-3850

Knowledge Based Article

Freshbooks

In Freshbooks, user can Import – Users, Clients, Projects, Tasks and Time entries and can Export - Clients, Client contacts (users), Projects and Tasks.

Import:

To import the data to Talygen, follow the below given steps.

1. Go to Full Menu > Integration.
2. Click on Freshbooks icon.
3. Enter the Login details.
4. Click 'Authenticate' to Log-in.



5. Click on 'Import' to import data from Freshbooks.



6. Click 'Confirm' to import the data.



7. Click 'Ok'.

To view the imported data, click on 'View Imported data'.



Note-Before Importing data, Talyen checks the package subscription. If you have to import more number of projects and users than subscribed package, please subscribe to the suitable package.



Export:

To Export the data from Talygen, follow the below given steps.

1. Go to Full Menu > Integration.
2. Click on Basecamp icon.
3. Enter the Login details.
4. Click 'Authenticate' to Log-in.



5. Click on 'Export' to export data from Takygen.



6. Click 'Confirm' to export the data.



7. Click 'Ok'.

To view the exported data, click on 'View exported data'.