Working with Clients in FreshBooks

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Working with Clients in FreshBooks



Overview

The following operations allow you to work with clients. Click an operation name to see details on how to use it.

For a sample proxy service that illustrates how to work with clients, see Sample configuration.

Operation

Description

createClient

Creates a client.

deleteClient

Deletes a client.

getClient

Retrieves a client.

listClients

Lists clients.

updateClient

Updates a client.

Operation details

This section provides details on the operation.

 Creating a client

The createClient operation creates a new client. If a password is not supplied, one will be created at random.

createClient
<freshbooks.createClient> <firstName>{$ctx:firstName}</firstName> <lastName>{$ctx:lastName}</lastName> <organization>{$ctx:organization}</organization> <email>{$ctx:clientEmail}</email> <username>{$ctx:username}</username> <password>{$ctx:password}</password> <contacts>{$ctx:contacts}</contacts> <workPhone>{$ctx:workPhone}</workPhone> <homePhone>{$ctx:homePhone}</homePhone> <mobile>{$ctx:mobile}</mobile> <fax>{$ctx:fax}</fax> <language>{$ctx:language}</language> <currencyCode>{$ctx:currencyCode}</currencyCode> <notes>{$ctx:notes}</notes> <pStreet1>{$ctx:pStreet1}</pStreet1> <pStreet2>{$ctx:pStreet2}</pStreet2> <pCity>{$ctx:pCity}</pCity> <pState>{$ctx:pState}</pState> <pCountry>{$ctx:pCountry}</pCountry> <pCode>{$ctx:pCode}</pCode> <sStreet1>{$ctx:sStreet1}</sStreet1> <sStreet2>{$ctx:sStreet2}</sStreet2> <sCity>{$ctx:sCity}</sCity> <sState>{$ctx:sState}</sState> <sCountry>{$ctx:sCountry}</sCountry> <sCode>{$ctx:sCode}</sCode> <vatName>{$ctx:vatName}</vatName> <vatNumber>{$ctx:vatNumber}</vatNumber> </freshbooks.createClient>
Properties
  • firstName: The first name of the client.

  • lastName: The last name of the client.

  • organization: The organization name of the client.

  • email: The email address of the client. 

  • username: The user name of the client. Defaults to the first name + last name.

  • password: The password of the client. Defaults to a random password.

  • contacts: An array of contact details for the client, each of which contains the following properties:

    • username: The user name of the contact.

    • first_name: The first name of the contact.

    • last_name: The last name of the contact.

    • email: Required - email address of the contact

    • phone1: Phone number (1) of the contact.

    • phone2: Phone number (2) of the contact.

  • workPhone: The work place telephone number of the client.

  • homePhone: The home telephone number of the client.

  • mobile: The mobile phone number of the client.

  • fax: The fax number of the client.

  • language: The language of the client.

  • currencyCode: The currency code to use with this client.

  • pStreet1: Primary address - street 1 of the client.

  • pStreet2: Primary address - street 2 of the client.

  • pCity: Primary address - city of the client.

  • pState: Primary address - state of the client.

  • pCountry: Primary address - country of the client.

  • pCode: Primary address - postal code of the client.

  • sStreet1: Secondary address - street 1 of the client.

  • sStreet2: Secondary address - street 2 of the client.

  • sCity: Secondary address - city of the client.

  • sState: Secondary address - state of the client.

  • sCountry: Secondary address - country of the client.

  • sCode: Secondary address - postal code of the client.

  • vatName: The VAT name of the client.

  • vatNumber: The VAT number of the client.

Sample request

Following is a sample REST/XML request that can be handled by the createClient operation.

Sample Request for createClient
<createClient> <arbitraryPassword></arbitraryPassword> <apiUrl>https://sansu.freshbooks.com</apiUrl> <authenticationToken>c361a63c745651941sdf2fa8051ea605a6d</authenticationToken> <firstName>Jane</firstName> <lastName>Doe</lastName> <organization>ABC Corp</organization> <clientEmail>janedoe@gmail.com</clientEmail> <username>janedoe</username> <password>seCret!7</password> <contacts> <contact> <username>alex</username> <first_name>alexander</first_name> <last_name>Bell</last_name> <email>janedoe123@gmail.com</email> <phone1>(555)555-1234</phone1> <phone2>(555)555-5678</phone2> </contact> </contacts> <workPhone>(555)123-4567</workPhone> <homePhone>(555)234-5678</homePhone> <mobile>1445376789</mobile> <fax>64576757</fax> <language>en</language> <currencyCode>USD</currencyCode> <notes>This is a note</notes> <pStreet1>123 Center St.</pStreet1> <pStreet2>Apt. 555</pStreet2> <pCity>Chicago</pCity> <pState>IL</pState> <pCountry>USA</pCountry> <pCode>60606</pCode> <sStreet1>456 Main St.</sStreet1> <sStreet2>Unit 12</sStreet2> <sCity>Boston</sCity> <sState>MA</sState> <sCountry>USA</sCountry> <sCode>02134</sCode> <vatName>Vat Name</vatName> <vatNumber>44444</vatNumber> </createClient>
Related FreshBooks documentation

http://developers.freshbooks.com/docs/clients/#client.create

 Deleting a client

The deleteClient operation deletes a client.

deleteClient
<freshbooks.deleteClient> <clientId>{$ctx:clientId}</clientId> </freshbooks.deleteClient>
Properties