How to Send WooCommerce Orders to FreshBooks

FreshBooks is an accounting platform for managing finances. Getting WooCommerce order data into FreshBooks does not require external tools. Advanced Form Integration handles it natively, and this guide covers every step.

Skip the automation middleman

Rather than routing order data through a third-party cloud, AFI sends it directly from your WordPress server to FreshBooks. No task meter, no monthly bill.

What you will need

• A WordPress site with WooCommerce installed and configured.
• A FreshBooks account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect FreshBooks to AFI

FreshBooks uses OAuth 2.0 for authentication. In AFI → Settings → FreshBooks, click Authorize and grant access. This is a one-time step.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it WooCommerce to FreshBooks.

2. Pick your trigger

Select WooCommerce as the form provider. AFI fires when an order status changes, giving you access to customer details, billing and shipping addresses, line items, totals, and payment method.

3. Select FreshBooks as the destination

Choose FreshBooks from the platform dropdown and pick Create Client. This creates a client in FreshBooks.

4. Map fields

Match each FreshBooks field on the left to the corresponding WooCommerce order field on the right. Common mappings include customer name, email, phone, billing address, order total, and product details. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain orders? Set up a conditional rule. For example, only sync orders above a specific total, or only completed orders.

6. Save and test

Click Save Integration. Place a test order in your WooCommerce store. Check FreshBooks to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to FreshBooks with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which WooCommerce events trigger the integration?

AFI fires when an order status changes (for example, pending to processing, or processing to completed). This covers new orders, successful payments, refunds, and cancellations.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect WooCommerce to FreshBooks in minutes.