FreshBooks to Snowflake – Made Easy

Posted By: editor
Posted On: 07 Jun, 2021

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FreshBooks is a web-based accounting solution that caters to small businesses. It is popular among businesses for streamlining client invoicing and time-tracking processes. FreshBooks holds a lot of data about your orders and payments which needs to be analyzed along with the other data sources. By replicating your FreshBooks data to Snowflake you will be able to track, manage, and extract all of your information regarding customers, orders, and transactions for actionable insights. 

In this blog post, we will walk you through two approaches to move your data from FreshBooks to Snowflake and help you assess their benefits and drawbacks.

Why integrate FreshBooks to Snowflake?

There’s a wealth of data available in FreshBooks waiting to be analyzed and this data needs to be fed with marketing, sales, support, and analytics to provide more personalized experiences to customers. Since various tools are creating different data silos in use, it makes generating reports and analyzing these data difficult and time-consuming. Moving your FreshBooks data to Snowflake will offer you centralized storage for future data analysis. Also, integrating your FreshBooks data in Snowflake will allow you to generate invoices, automatically process payments, and aggregate data from internal applications and tools in your Snowflake database. 

FreshBooks Overview

FreshBooks is a simple and intuitive cloud-based accounting application that’s accessible across all your devices. Its popularity extends to small to midsize businesses (SMBs). Key features of FreshBooks include invoicing, expense tracking, time tracking, reporting, and payments management. Users can brand their invoices, accept online payments, and set auto-payment reminders. It’s affordably priced, has multiple invoicing features, and is easy to use, making it ideal for business owners who send a lot of invoices.

Snowflake Overview

Snowflake is a modern and easy-to-use analytics data warehouse designed for the cloud. It uses a new SQL database engine with unique architecture designed for the cloud. It offers far better performance, scalability, resiliency, and workload concurrency than any other cloud-based data warehouse in the market. What sets Snowflake apart is its architecture and data sharing capabilities. The Snowflake architecture allows storage and compute to scale independently, so customers can use and pay for computation and storage separately. Also, the sharing functionality makes it easy for organizations to quickly share governed and secure data in real-time.

How to replicate FreshBooks to Snowflake?

Here’s an overview of the two approaches you can use to replicate FreshBooks data to Snowflake. This will allow you to evaluate the pros and cons of both and choose the one that best suits your requirement.

Build your own data pipeline

This process needs a lot of experience and consumes a lot of time and manpower. The chances of errors are more due to multiple integrated steps to be executed one after the other. You need to extract data using FreshBooks APIs & then connect it properly with the Snowflake data warehouse. This whole process to build a custom data pipeline requires regular intervention that makes it cumbersome. 

Use Daton to integrate FreshBooks and Snowflake

Integrating FreshBooks and Snowflake with Daton is the fastest & easiest way to save your time and efforts. Leveraging a cloud data pipeline like Daton significantly simplifies and accelerates the time it takes to build automated reporting. 

Configuring data replication on Daton only takes a few minutes and a few clicks. Your analysts do not have to write any code or manage any infrastructure, yet you can get access to FreshBooks data in a few hours. 

Daton’s simple and easy-to-use interface allows analysts and developers to use UI elements to configure data replication from FreshBooks data into Snowflake.  

Daton takes care of: 

  • Authentication 
  • Rate limits
  • Sampling
  • Historical data load
  • Incremental data load
  • Table creation, deletion, and reloads
  • Refreshing access tokens
  • Notifications 

and many more important functions that are required to enable analysts to focus on analysis rather than worrying about the data that is delivered for analysis. 

Steps to integrate FreshBooks with Daton

 

  • Sign in to Daton  
  • Select FreshBooks from the integrations page 
  • Provide Integration Name, Replication Frequency, and History. Integration name would be used in creating tables for the integration and cannot be changed later  
  • You will be redirected to FreshBooks log in for authorizing Daton to extract data periodically 
  • Post successful authentication, you will be prompted to choose from the list of available FreshBooks accounts 
  • Select required tables from the available list of tables 
  • Then select all required fields for each table 
  • Submit the integration 

Sign up for a trial of Daton today!

Here are more reasons to explore Daton for FreshBooks to Snowflake Integration 

  • Faster integration – FreshBooks to Snowflake is one of the integrations Daton can handle very conveniently and seamlessly. By following few steps you can easily connect FreshBooks to Snowflake.  
  • Low Effort & Zero Maintenance – Daton automatically takes care of all the data replication processes and infrastructure once you sign up for a Daton account and configure the data sources. No need to manage infrastructure or write manual code.
  • Data consistency guarantee and an incredibly friendly customer support team ensure you can leave the data engineering to Daton and focus on analysis and insights! 
  • Enterprise-grade data pipeline at an unbeatable price to help every business become data-driven. Get started with a single integration today for just $10 and scale up as your data needs grow. 
  • Robust Scheduling Options: This allows you to schedule jobs based on their requirements using a simple configuration step. 
  • Support for all major cloud data warehouses including Google BigQuery, Snowflake, Amazon Redshift, Oracle Autonomous Data Warehouse, PostgreSQL, and more. 
  • Flexible loading options allow to you optimize data loading behavior to maximize storage utilization and ease of querying. 
  • Enterprise-grade encryption gives your peace of mind 
  • Support for 100+ data sources – In addition to FreshBooks, Daton can extract data from a varied range of sources such as Sales and Marketing applications, Databases, Analytics platforms, Payment platforms, and much more. 

Daton significantly simplifies and accelerates the replication of your FreshBooks data to Snowflake so that all your data is ready for analysis within minutes for actionable insights.

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