How to Export Your Chrometa Time Entries into FreshBooks
1. Enable the FreshBooks export within Chrometa by going to Account - Integrations, and entering your FreshBooks URL (sans the "www" - you just need the URL).
2. Create your Client/Project structure in Chrometa to mirror FreshBooks, including the email address of your Client.
The quickest way to do this is via a bulk import of your list in CSV format. Go to the Projects tab in Chrometa, and click the Import Clients button (upper-right) to access the bulk import feature.
3. Create an Invoice by going to the Invoices tab, selecting the New Invoice button.
4. Create a new invoice, save it, and export it to FreshBooks. You can combine the Save and Export steps by taking advantage of the "And" menu located immediately below the Save button.
For a case study example, time and billing expert and technology thought leader Dustin Wheeler wrote an excellent blog post detailing how he has integrated Chrometa and FreshBooks into his CPA practice.
