Import ecommerce orders, refunds and payments into FreeAgent.
CarryTheOne's FreeAgent connector links compatible ecommerce platforms to FreeAgent so that sales activity can be imported automatically into FreeAgent's native invoice, credit note, contact, payment and email workflows.
The connector is designed to preserve accounting accuracy across cart-specific tax and rounding behaviours while reducing repeated manual data entry.
Here are some of the benefits and features of the FreeAgent service:
- Secure OAuth connection to FreeAgent, with automatic access-token refresh.
- Imports ecommerce orders into FreeAgent as invoices.
- Imports refunds and returns into FreeAgent as credit notes.
- Automatically creates or matches FreeAgent contacts.
- Configurable invoice and credit-note line mapping to FreeAgent categories and nominal codes.
- VAT-aware line creation, including support for FreeAgent's tax-exclusive invoice model and by-line VAT rounding.
- Automatic rounding adjustment lines where needed so FreeAgent invoice totals match cart and payment totals.
- Optional marking of invoices and credit notes as sent or open.
- Optional emailing of invoices and credit notes through FreeAgent, using FreeAgent default email templates where available.
- Fallback to CarryTheOne-configured email subject and body templates when no FreeAgent default template is set.
- Optional creation of invoice and credit-note payments using FreeAgent bank transaction explanations.
- Optional support for payment-fee expense transactions where configured.
- Duplicate invoice/reference handling with automatic retry using suffixed references.
- Tracker-based idempotency so repeated service runs do not duplicate accounting records.
- Configuration Panel support for FreeAgent accounts, tax rates, categories, bank accounts, payment methods, document numbering, reference behaviour, email behaviour and payment creation.
- Support and automatic upgrades included.
Features can vary by ecommerce platform because each connector depends on the source app's available order, payment, refund and fee data. Choose a connector from the list to see app-specific details for your ecommerce platform.
How it works
- Sign up for CarryTheOne and select the ecommerce platform you want to connect with FreeAgent.
- Authorise the connection to your ecommerce platform and your FreeAgent account.
- Configure your FreeAgent accounts, tax rates, categories, bank accounts, payment methods, document numbering and email behaviour.
- CarryTheOne imports eligible orders and refunds into FreeAgent according to your settings.
- Import tracking helps prevent duplicate invoices, credit notes and payments if the service runs again.
You can start a FREE 30 day trial by signing up to CarryTheOne and following the installation instructions within your account.
