How To Integrate Freeagent With Magento 2

We all need easy to use software to handle our finance and what’s better than FreeAgent. So, in this blog we will explore how to integrate FreeAgent with Magento 2. Our steps will make your integration easier.

What is FreeAgent?

It’s a financial management application which is used by more than 35,000 small business owners and freelancers in more than 80 countries. If you are not an accountant or a first-time user, you will find this software easy to use because of its user-friendly interface. In addition, FreeAgent can also do some work on time tracking and project management, which will save your significant amount of money for buying additional software.

FreeAgent comes with great features and they are:

You can link it to all your bank accounts and integrate seamlessly with other 3rd party software.

FreeAgent will definitely increase the effectiveness of your business dealings. So that, you have great strategies for your Magento 2 store.

Now let’s understand the integration of FreeAgent with Magento 2!

To integrate FreeAgent

• Step 1: Sign up the Zapier account
• Step 2: Sign up the FreeAgent account
• Step 3: Integrate Magento 2.x
• Step 4: Integrate FreeAgent for your Magento 2 store

Step 1: Sign up the Zapier account

• Signup Zapier

Step 2: Sign up the FreeAgent account

• Signup FreeAgent

When you log in into Zapier, choose Make a Zap  to start integration

Step 3: Integrate Magento 2.x

• Here you have to choose Magento 2.x  so that Zapier can get all data from your store.
• Then, choose New Customer  in select Magento 2.x Trigger field and then click on continue.
• After that, you need to connect an Account in   select Magento 2.x account  field. In this step, you have to enter full domain, admin username and admin password of your Magento 2 store as the following image:
• After creating your Magento 2.x account, your screen will display as an image given below. Then, click on Save + Continue.

Great! You have just tested Magento 2.x successfully. Please enter continue  doing the next step.

Step 4: Integrate FreeAgent

• In Choose an Action App field, choose FreeAgent and click on Continue.
• Then, you need to choose one of the options in the drop-down list of Select FreeAgent Action  field. After selecting, click on continue.
• Next, you have to Select FreeAgent account  and then click on Connect an Account.  Further, your screen will display the image below:

In this step, sign in your account and click on Approve App!  box. Immediately, your PC will show the following page for you to approve access.

Now, this is the account that you have just created. Please click on Save + Continue.

• Now, you must Set up FreeAgent Contact for that enter all information of customers such as First Name, Last Name, Email which you have created from your Magento 2 store, then chick on continue.
• Perfect, your FreeAgent is tested successfully. Hence, now choose Finish and set the name your zap to complete.
• Your Zap is working and it will auto-check for your Magento 2.x new customer.
• So, this is how we integrate FreeAgent with Magento 2 via Zapier.

It’s time for you to integrate FreeAgent with your store. Follow our easy steps now to handle your finance smoothly. Still looking for help to integrate FreeAgent with Magento? Contact Mage Monkeys today.