Bring PayPal invoices into FreshBooks

About PayPal and Freshbooks

PayPal

Source

The PayPal integration connects your payment account to Well via MCP, importing transactions, fees, settlements, and refund data.

Freshbooks

Target

The FreshBooks connection delivers extracted documents into FreshBooks through its email-in address.

1. 1

   Connect PayPal

   Click Connect with PayPal; the PayPal MCP server registers a Well client automatically. PayPal's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.

   • AuthOAuth 2.0
2. 2

   Map your accounts

   Well discovers PayPal's completed payments, refunds, disputes, holds, and currency-conversion events and the the FreshBooks expense or bill queue. Match candidates are scored on counterparty name, amount, currency, and reference; you approve any that need a human eye and Well saves the rule for the next batch.

   • Auto-post above85% confidence
   • Overridemanual anytime
3. 3

   Connect Freshbooks

   Click Connect with FreshBooks; FreshBooks asks for the account to authorise and returns a refresh token and authorise read-only discovery of your existing records so Well can match against them when forwarding documents. Access tokens are exchanged and refreshed automatically before they expire, and the grant is revocable from your FreshBooks.

   • AuthConnect
   • First syncup to an hour

01Will every PayPal record post to Freshbooks automatically?

Not always. Within seconds of PayPal firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your Freshbooks email-in address and Freshbooks drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.

02What happens to historical PayPal data when I first connect to Freshbooks?

PayPal exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Freshbooks ledger, and re-running the backfill is safe because Well tracks the PayPal record IDs and updates existing Freshbooks entries instead of duplicating them.

03Can I customise which PayPal fields are sent to Freshbooks?

The default mapping covers every PayPal field your Freshbooks chart of accounts accepts (counterparty, amount, currency, reference, tax). From the integration settings page you can override mappings field-by-field, attach computed values from your connected data (GL code, project tag, tax bucket), or ignore fields Freshbooks does not need. Custom mappings are versioned and apply only to records reconciled after the change, so anything you have already reviewed and posted in Freshbooks is left exactly as it stands.

04What happens if a PayPal record fails to post to Freshbooks?

When a record fails to post to Freshbooks (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original PayPal record. Nothing silently drops.

05What happens if I disconnect PayPal or Freshbooks?

Disconnecting PayPal stops the flow at the source. Well asks the PayPal MCP server to revoke the access token; PayPal returns confirmation and stops streaming events the moment it is acknowledged. 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 PayPal and Freshbooks?

PayPal's MCP server handles authorisation directly; Well receives an access token through Dynamic Client Registration and never sees raw user credentials. 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. PayPal and Freshbooks together cover multiple regions; Well's storage region is configured per workspace.