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Help Integrations FreeAgent

How does the FreeAgent integration work?

To connect your FreeAgent account, go to Accounts > Add New and follow the prompts.

When you add your FreeAgent account, Turnip will automatically import all your projects and tasks as tags.

If you tag a time slip with a tag imported from your FreeAgent account, that time will be synced to your FreeAgent account when you mark it done.

What data does Turnip import from FreeAgent?

Turnip imports all your projects and tasks as tags. In order to simplify the interface, we’ve opted not to show client names.

Turnip follows FreeAgent’s data structure in selecting tags, so when you tag a time slip, you’ll need to select a project first, and then a task. You can also search directly for the task to quickly add the tag and get back to work.

Turnip will also show all of your existing FreeAgent time, whether it was tracked with Turnip, on the FreeAgent website, or anywhere else.

Why does my project or task not appear in my tags?

Only active projects and tasks will appear in your tags—any clients, projects, or tasks that are marked “Complete”, “Hidden”, etc. will not appear in your list of tags. If you’d like to use a project or task with Turnip, you’ll need to make them (and their parent tags) active.

Tags are updated on a regular basis. If a new tag doesn’t appear right away, go to Accounts > Refresh Data to force an immediately refresh.

How do I add a new contact, project, or task?

Right now, you can’t add a new contact, project, or task from Turnip directly—you’ll need to do that from the FreeAgent website. Once you’ve added the new item, Turnip will update your tags.

We’re working on a seamless way of adding new FreeAgent projects and tasks directly from Turnip. If this is a feature that’s blocking your workflow, please drop us a line to let us know.

How do I post my time back to FreeAgent?

When you mark a timer as done, it will move to the done list. The time will automatically be posted to FreeAgent. If you’re offline when you mark the timer done, we’ll wait until you’re back online and post the time.

You can also have timers automatically mark as done at the end of each day. We recommend enabling this setting to ensure your time is always synced.

Can I edit my time once it’s been posted to FreeAgent?

You sure can! Just select the time slip you’d like to edit from the done timers list and edit the time. Turnip will update the time record and sync it back to FreeAgent for you. Once a time slip has been invoiced, you won’t be able to edit that record anymore, and a different icon will appear on the time slip.

If you update your time in FreeAgent, Turnip will also update to show your changes.

  • Getting started
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