Insightly to FreshBooks Connector

What is InTFB connector?

InTFB connector connects Insightly and FreshBooks so that you can import your clients easily in FreshBooks.

What exact Information will flow back and forth in every Sync ?
During every sync, the Insightly contacts will get synced as FreshBooks clients.Insightly Contact Organization get populated  as FreshBooks Client Organization and Insightly Contact as FreshBook Client Contact.

How often and when do the Syncs happen ?

You can Sync your data any time / every 12 hours.

Since its your data and your business, you should have a complete control over it.
You can Choose the timings when you want to sync your data every day.

Is there any limit on number of records I can process using InTFB connector.
No. We don’t limit the number of records.

How to start using the InTFB connector ?
Just fill up a small form (Sign Up). We will create an account for you. Log in to this account. Set up your connector the way you want it and Start using it.

How do I set up the connector?
Log in to your account & Click on ‘My Account’ ,then click on the Connector Settings of  your Connector and follow the 3 step procedure.

• Connect Insightly and FreshBooks
• Choose Sync Options
• Choose Sync Timings

There you go. Your InTFB connector is ready. We will take it from here.

For step by step detailed instructions to Set up your Connector, Refer this

What are the different Pricing plans ?
We have arrived at this pricing after going through extensively our customer's usage requirements. You will definitely find a suitable plan for your needs.

What different modes of Payment are available ?
You can pay through Paypal or you can pay using Credit card.
 

How do I cancel my subscription ?
Log in to your account. Click on 'Payment History' on the left top side.
You can get the details of your Orders over here.

You can just log in to your Paypal account and cancel your subscription from there.
Once done, you can confirm it by checking out your Payment History > Details of my Subscription Plan. The status should show as 'Cancelled'. Once cancelled, your autobilling will stop. It takes some time to get the changes reflected in your account.

You can also write us at support@kloudconnectors.com to cancel your subscription.

Do I have to go to my Paypal account every month to renew my subscription ? Or Do you Autobill ?
We want you to save some hassles. So we would be automatically deducting the monthly subscription charges from your account till you choose to cancel it.

My InTFB connector is not running. What should I do ?
Log in to your account. Click on the ‘My Account’ link , then click on Sync Errors of your Connector.

You will get to see why exactly the connector did not run.

Quick Checklist to fix your issue
7 out 10 times, this checklist has helped our customers to solve their issue immediately.

• Check if the Insightly API key is right
• Check if the Organization name and email id is mentioned for Insightly contacts
• And of course please check if Your Sync has taken place before checking the data

Good news is we have made our product in such a way that you can fix most of the issue right from your place.
But if you are not able to fix it, you can always talk to us at support@kloudconnectors.com

At what time my Sync will happen ?
Just Login to your account. Click on ‘My Account’ link, then click on Sync Timings of your connector.
You will get to know sync timings.

Did my Sync happen at all ?
Why don’t you find it out yourself?
Just log in to your account and check the tab Sync Timings and Sync Details.

Here you will get to know whether your last Sync happened or not, at what time did it happen and how it went through.

Where can I get help if I face any issue ?
You can go through FAQs to fix your issue yourself
You can log in to your account and check sync errors and try to fix it yourself
You can chat with our support agent at Kloud Connectors
And of course You can always write to us at support@kloudconnectors.com

Is my Information safe ?
We take your data safety very seriously. We are ISO 9001 organization. That’s why we use servers. It’s your data and you solely should control it. With this belief, we have strived to give you more and more control and visibility of your data in our every product.

Does it affect my Insightly account or FreshBooks account ?
Not at all. Your Insightly account and FreshBooks account will work just fine.
Using our connector does not change anything in either of your accounts.