Advice on Integrating FreeAgent API with Salesforce?

Hey everyone!

I am currently working on a project where I need to integrate FreeAgent’s API with Salesforce, but I’m not entirely sure where to start. I’ve been through the API docs and Salesforce integration guides, but I’d love to hear from anyone who’s done this before.

Specifically, I am looking for advice on:

  • The best approach to authenticate and handle API requests between Salesforce and FreeAgent.
  • How to manage data syncing (like invoices and expenses) effectively between both platforms.
  • Any common pitfalls or gotchas I should watch out for?

When I was Googling for the same I came across these resources/articles https://www.freeagent.com/en/integrations/ Salesforce Tutorial however they are good but I want to learn more from community members.

I’d appreciate any tips, example setups, or tools you’ve used to make the process smoother.

Thanks in advance for the help :slightly_smiling_face:

Hi Lucas,

I’ve had a similar requirement to integrate FreeAgent with Salesforce.

My plan was to use a Second-Generation Managed Package, External Objects and a Custom adapter created via Apex. Authentication can be handled using Named Credentials and External Credentials.

Josh