FreeAgent: Set up accounting integration

Please read the overview article before completing these steps: FreeAgent: Overview

Please note:

  • Nominal codes must be set up before sending data
  • You must set the integration to When I press the 'Send data' button (Manual)

Link nominal codes to Commusoft

Choosing your package

  1. Profile icon > Integrations > Accounting packages > Add integration > Setup integration > FreeAgent > Choose package 

  2. You will be redirected to FreeAgent and you may need to login, enter your FreeAgent credentials and click 'Login'.
  3. Then you will see a page where you will need to allow Commusoft access to your FreeAgent account. Click 'Authorise'.
  4. You will be redirected back to Commusoft.

Completing setup and preferences
You will now be asked to complete setup and a series of preferences. Follow all the steps carefully, ensuring you read all the information provided.

  1. You will be asked whether you would like to import your customers and suppliers from FreeAgent into Commusoft.

    Select yes or no and proceed to the next step.

    If you do not have a value in the title field Commusoft will automatically place the first one in your list in system settings into this field.

    Commusoft are not responsible for the data that is taken from your accounting package. The system will take the data from your package and import it into Commusoft. e.g some accounting packages do not have estate agents, they are shown as companies, therefore they will be imported as such in Commusoft.

  2. Read the information and tick the box to confirm your selection, then click 'Next step'.



  3. You will be asked what date you would like the import to start from. 

    You can select the date you started using Commusoft, or you can select any date, today, past, or future. You can also backdate your accounting integration to the beginning of the current quarter or the beginning of your financial year.

    You may want to select the current date so that moving forward all accounting information will be synced. You may also want to select a date in the future for the beginning of the next quarter or the next financial year.

    Select your choice and click 'Next step'.


     
  4. Read the information and tick the box to confirm your selection, then click 'Next step'.



  5. Select When I press the 'Send data' button > Next step

    You can select to send the data Automatically (every two hours) or Manually (When I press the 'Send data' button), however, as part of the initial setup you must set it to When I press the Send data button and you can amend this when everything is completed. 

  6. Read the information and tick the box to confirm your selection, then click 'Next step'.



  7. The accounting integration has now been set up and you will see this confirmation page. Read the information carefully and click 'Close'.

  8. You will now see the accounting integration dashboard. 

    You will have some data in the waiting to be sent box. This means that data is ready to send to FreeAgent, you can click the 'Send data now' button to send the data from Commusoft to FreeAgent.