Add-ons // FreeAgent

The FreeAgent add-on has the following features:

  • Import FreeAgent contacts as Timestamp Clients

  • Import FreeAgent projects as Timestamp Projects

  • Import FreeAgent tasks as Timestamp Tasks

  • Import FreeAgent timeslips as Timestamp Time Entries

  • Import FreeAgent users as Timestamp Users

  • Create Invoices from Timestamp time entries and expenses

Enabling the FreeAgent add-on

  • Navigate to: Add-ons

  • Find the FreeAgent add-on and click: Enable

Enable FreeAgent

  • The following pop-up should appear. Sign in to your FreeAgent account:

Enable FreeAgent

  • You must now approve Timestamp to be able to access your FreeAgent account data:

Authorise FreeAgent

  • You should now be directed to the Timestamp FreeAgent add-on settings screen and should see the following:

    • Clients - diabled by default
    • Projects - diabled by default
    • Tasks - diabled by default
    • Time Entries - diabled by default
    • Users - disabled by default
    • Invoicing - enabled by default

FreeAgent add-n settings

  • You will want to enable Clients import, as you will only be able to invoice Clients imported from FreeAgent, and any Projects you create for those Clients in Timestamp. You can later disable this if you don't want it to import continuously. Simply click: Enable.

FreeAgent add-n settings

  • Initial import may take up to 20 minutes. Import will happen periodically until the feature, or add-on is disabled.

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