FreeAgent Integration

Duncan Stockdill posted in Product July 17, 2009

This blog post was written before Javelin was renamed to Capsule. See this post for more details.

FreeAgent logo

Javelin and FreeAgent now hook up. So if you use Javelin alongside the simple, but powerful online accounting tools from FreeAgent you’ll get the complete view of your relationships including notes and files you’ve added, emails to and from the contact, tasks that need to be done, sales opportunities, support requests and invoice statuses.

Integration is easy - simply enter your FreeAgent account details into your Professional Edition of Javelin. Javelin automatically imports your customers from FreeAgent and you’re good to go. Here’s a summary of what you get:

  • When viewing a contact in Javelin, you’ll see a summary of invoices and overdue amounts from FreeAgent.
  • Contacts can be exported from Javelin into FreeAgent so that you can start invoicing them.
  • Add a new invoice by clicking through from the contact in Javelin.
  • Updates to contact details such as addresses in Javelin are automatically synchronised to FreeAgent so you only need to make the update in one place.

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