New CarryTheOne FreeAgent Connector for Ecommerce Accounting Automation

CarryTheOne is pleased to announce the addition of the popular SaaS accounting application FreeAgent to its integration platform for connecting with any of the supported shopping carts.

The new connector allows ecommerce sales activity to be imported automatically into FreeAgent, helping online retailers reduce repeated manual data entry while keeping accounting records aligned with store orders, refunds, payments and customer information.

What the FreeAgent connector does

The FreeAgent connector can import ecommerce orders into FreeAgent as invoices, and refunds or returns as credit notes. It can also create or match FreeAgent contacts automatically, helping keep customer records tidy as sales activity is imported.

For businesses dealing with VAT, different shopping-cart tax behaviours and payment totals, the connector includes VAT-aware line creation and rounding support. Where needed, CarryTheOne can create rounding adjustment lines so FreeAgent invoice totals match the totals from the ecommerce platform or payment data.

The connector also supports configurable mapping of invoice and credit-note lines to FreeAgent categories and nominal codes, giving businesses control over how sales, refunds, fees and other lines are represented in FreeAgent.

Payments, emails and workflow options

Depending on the shopping cart and configuration, CarryTheOne can optionally create invoice and credit-note payments in FreeAgent using bank transaction explanations. Payment-fee expense transactions can also be supported where the relevant payment and fee data is available.

The connector can optionally mark invoices and credit notes as sent or open, and can email documents through FreeAgent. Where FreeAgent default email templates are available, those can be used; otherwise, CarryTheOne-configured subject and body templates can provide a fallback.

Built to avoid duplicate accounting records

The connector includes duplicate invoice and reference handling, including automatic retry using suffixed references where needed. It also uses tracker-based idempotency so repeated service runs do not create duplicate accounting records.

Configuration options are available through the CarryTheOne Configuration Panel, including FreeAgent accounts, tax rates, categories, bank accounts, payment methods, document numbering and reference behaviour, email behaviour and payment creation.

Getting started

To try the new FreeAgent connector, sign up for CarryTheOne, select your shopping cart and FreeAgent, then follow the installation and configuration steps in your account.

You can choose a compatible FreeAgent connector from the FreeAgent landing page to see platform-specific details.