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FreshBooks Sync Management

Monitor, manage, and optimize the synchronization between your FreshBooks account and PayChase AI for reliable data flow.

Sync Management Features

  • Real-time sync status monitoring and health checks
  • Manual and scheduled sync execution controls
  • Comprehensive sync logs and error reporting
  • Data reconciliation and conflict resolution

Sync Dashboard Overview

Connection Status

Connected

FreshBooks integration active

Last Sync

2 minutes ago

Records Synced

1,247 this month

Sync Performance

Success Rate98.5%
Average Duration3.2 minutes
Daily Syncs24/24

Data Summary

Active Clients187
Outstanding Invoices42
Active Sequences15

Sync Scheduling

Automatic Sync Schedule

Current Schedule:

Frequency:Every 2 hours
Next Sync:In 1h 23m
Time Zone:EST (UTC-5)

Manual Sync Controls

Manually trigger a sync to get the latest data from FreshBooks immediately.

Sync Logs & History

Recent Sync Activity

Today's Syncs

All Successful
2:00 AM47 invoices, 12 clients
2.1 min
4:00 AM3 invoices, 1 client
0.8 min
6:00 AM8 invoices, 2 clients
1.2 min
8:00 AM15 invoices, 5 clients
1.9 min

Data Mapping & Fields

FreshBooks → PayChase AI

Client Data Mapping:
Client Name→ Client Name
Email Address→ Primary Email
Phone Number→ Contact Phone
Business Address→ Billing Address
Invoice Data Mapping:
Invoice Number→ Invoice ID
Amount Due→ Outstanding Amount
Due Date→ Payment Due Date
Status→ Payment Status

Sync Preferences

Data Filters:
Date Range:
Syncing invoices from last 12 months

Error Handling & Resolution

Common Sync Issues

Rate Limiting Warning

FreshBooks API rate limits detected. Sync frequency automatically reduced to prevent errors.

All Systems Operational

FreshBooks sync is running smoothly with no errors in the last 7 days.

Automatic Error Recovery

Retry Failed Syncs

Automatically retry failed sync operations

Enabled
Connection Monitoring

Monitor FreshBooks API connectivity

Active
Email Notifications

Alert on sync failures or issues

Configured

Performance Optimization

Sync Efficiency Tips

  • Schedule syncs during off-peak hours to reduce API load
  • Filter out archived data to speed up sync times
  • Use incremental sync for routine updates
  • Monitor token expiration and refresh proactively

Current Performance

API Response Time
Fast (1.2s avg)
Data Processing
Optimal
Memory Usage
Moderate (68%)
Error Rate
Low (0.2%)

Optimize Your Sync

Keep your FreshBooks integration running smoothly with proactive monitoring and optimization.