B. Importing FreshBooks Customers To PRISM

UPLOADING FRESH BOOKS CUSTOMERS TO PRISM

To upload your Freshbooks customer information to PRISM.

Login to the PRISM Joomla Website using your admin credentials.

In the Control Panel, click on PRISM and then click on customers.

Click on Import Customers from FreshBooks

Click on Yes.

Wait for the Import to finish.

a notification will show the number of customers from Freshbooks and the total number of customers successfully inserted. Just click on the X sign to exit.

All customers are now loaded on the PRISM Joomla Portal from Freshbooks.

NOTE ON MULTIPLE CUSTOMERS

Freshbooks can have multiple contacts associated with one Client Organization, while PRISM can only have one.
With that said, A Customer information may show up multiple times depending on the number of contact person
in an organization.
1. Customer Code – represents the contact person in FreshBooks.
2. Customer name – represents the Organization Name in FreshBooks

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