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Integration Service user guide
Prerequisites
Depending on the authentication type you select, you need one of the following credentials:
- OAuth 2.0 Authorization code: Business name, Scope
- Bring your own OAuth 2.0 app: Client ID, Client secret, Business name, Scope
How to get the Business name
- Login to your account and navigate to Settings.
- Go to Basic Information.
- Copy the Business Name.
Read more about creating a connection using Bring your own OAuth 2.0 app on FreshBooks in the official FreshBooks documentation.
- You need to create an app from the app management page as highlighted in the FreshBooks Authentication Basic Flow.
- Add the same Redirect URI on your app.
- Next, use the redirect URL as provided on screen at the time of connection creation. The URL is:
https://{baseURL}/provisioning_/callback(for example,https://cloud.uipath.com/provisioning_/callbackfor Automation Cloud).
Add the Freshbooks connection
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Select Orchestrator from the product launcher.
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Select a folder, and then navigate to the Connections tab.
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Select Add connection.
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To open the connection creation page, select the connector from the list. You can use the search bar to find the connector.
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You can choose between two authentication types: OAuth 2.0 Authorization code or Bring your own OAuth 2.0 app.
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Enter the required credentials and select Connect.
For any secret-type field, you can select the menu next to the field and choose Use credential asset to reference an Orchestrator credential asset linked to an external vault instead of entering the value directly. For more information, see Use credential assets for connections.