- 01How often does Dropbox data sync to Freshbooks?
- Well polls the Dropbox API every fifteen minutes for new records; new activity reaches the downstream target on the next polling cycle. Records collected during a polling window are matched in a batch, then ranked by confidence; the Freshbooks write happens at the end of the window, never mid-sync.
- 02How does Well match Dropbox records to entries in Freshbooks?
- Well parses each Dropbox attachment into a structured invoice, then probes your Freshbooks ledger for an open bill or vendor with the same amount, due date, and supplier name. The probe ranks candidates by counterparty proximity, date window, and total match; above 85% it links the parsed PDF to the existing Freshbooks entry, otherwise the parsed invoice queues for sign-off with the candidates surfaced.
- 03Does Well handle multi-currency records between Dropbox and Freshbooks?
- Dropbox carries the original transaction currency on every record and Freshbooks natively ledgers in multiple currencies. Well preserves the original amount, applies your Freshbooks chart-of-accounts conversion rules at posting time, and both the source and converted amounts ride on the document Well forwards to Freshbooks, so the Freshbooks entry you post keeps both sides of the trade.
- 04Can I customise which Dropbox fields are sent to Freshbooks?
- The default mapping turns every parsed Dropbox attachment into a Freshbooks-shaped record (vendor, amount, due date, tax). From the integration settings page you can adjust the parsing prompt, force a vendor mapping, attach the original PDF on a specific Freshbooks field, or compute a tag from your connected data. Custom mappings are versioned so a change does not retroactively touch already-posted Freshbooks entries.
- 05What happens if I disconnect Dropbox or Freshbooks?
- Disconnecting Dropbox stops the flow at the source. Well calls the Dropbox OAuth revoke endpoint; the refresh token is invalidated and any in-flight access token is rejected on the next call. Anything you already reviewed and posted in Freshbooks is Freshbooks's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.
- 06How does Well authenticate with Dropbox and Freshbooks?
- Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Freshbooks email-in address once it clears the matching threshold; Freshbooks creates the draft record from it and you confirm and post it. Well holds no write credential to Freshbooks. Tokens are encrypted at rest and in transit under TLS 1.3. Dropbox and Freshbooks together cover multiple regions; Well's storage region is configured per workspace.