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Getting started with FreshBooks EDI
XEDI connects FreshBooks with trading partners so EDI orders, fulfilment updates and invoices can move between your business system and your customer network with less manual processing.
Common FreshBooks EDI documents
- Purchase orders
- Order acknowledgements
- Despatch advice and ASN messages
- Invoices
- Credit notes or inventory updates where required
Typical users
- Suppliers and manufacturers
- Wholesale distributors
- Operations and fulfilment teams
- Finance teams
- EDI coordinators
How to connect FreshBooks with EDI using XEDI
- Confirm the FreshBooks records, fields and workflows that should exchange EDI data.
- Map trading partner documents to the right customers, items, locations and finance fields.
- Configure validation, connection routing and exception alerts in XEDI.
- Test the required document flows with each trading partner.
- Monitor live transactions and refine partner-specific mapping rules.
Common requirements
- FreshBooks access or import/export method
- Customer, supplier, product and location identifiers
- Trading partner EDI specifications
- Invoice, tax and fulfilment rules
- Connection method such as AS2, SFTP, API or mailbox routing
FreshBooks EDI integration FAQs
Can XEDI integrate FreshBooks with EDI trading partners?
Yes. XEDI can connect FreshBooks workflows with trading partner EDI requirements and automate common order, fulfilment and invoice document flows.
Which documents can be exchanged with FreshBooks EDI?
Common flows include purchase orders, order acknowledgements, despatch advice or ASN messages, invoices and credit notes where required.
XEDI is fully compliant with all of FreshBooks EDI requirements, which requires suppliers to process orders & invoices.
