How to integrate FreeAgent with Magento 2 via Zapier

Integrating FreeAgent with Magento 2 store has never been easier. Let’s explore how to integrate FreeAgent with Magento 2.

Let’s take a look at some of the great features of FreeAgent.

First of all, FreeAgent is a financial management application that is used by more than 35,000 small businesses and freelancers in more than 80 countries. Whether you are not an accountant or a first-time user, you can also easily use this software because of its user-friendly interface. In addition, FreeAgent can do some work on time tracking and project management, which can save you a significant amount of money for buying additional software.

An excellent feature of FreeAgent, you can link it to all your bank accounts and integrate seamlessly with other 3rd party software. FreeAgent will definitely help you to understand the effectiveness of your business dealings. From that, you have great strategies for your Magento 2 store.

How to integrate FreeAgent with Magento 2

To integrate FreeAgent

• Step 1: Sign up the Zapier account
• Step 2: Sign up the FreeAgent account
• Step 3: Integrate Magento 2.x
• Step 4: Integrate FreeAgent for your Magento 2 store

Step 1: Sign up the Zapier account

• Signup Zapier here

Step 2: Sign up the FreeAgent account

• Signup FreeAgent here

After logging into Zapier, choose Make a Zap to start integrating

Step 3: Integrate Magento 2.x

• In this step, choose Magento 2.x so that Zapier can get all data from your store.

• Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

• After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

• After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

• Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Step 4: Integrate FreeAgent

• In Choose an Action App field, choose FreeAgent and click on Continue.

• Then, you need to choose one of the options in the drop-down list of Select FreeAgent Action field. After selecting, click on continue.

• Next, you have to Select Freeagent account. Please click on Connect an Account. Then, your screen will display the image below:

• Please sign in your account and choose Approve App! box. Immediately, your PC will show the following page for you to approve access.

• Now, this is the account that you have just created. Please click on Save + Continue.

• Next, you must Set up FreeAgent Contact. Now, please enter all information of customers such as First Name, Last Name, email that you have created from your Magento 2 store, then choose continue box.

• Wow, you have tested FreeAgent successfully. Finally, choose Finish and set the name your zap to complete.

• Your Zap is working and it will auto-check for your Magento 2.x new customer.

• After all, you have just done the integration FreeAgent with Magento 2 via Zapier.

• Please try integrating FreeAgent into your store now!