🔗 This help guide assumes you already have your FreeAgent account connected to Sellar via our integration.
So Sellar can successfully identify your customers in FreeAgent when creating invoices via our integration, we need to know the FreeAgent ‘Contact ID’.
You can find this by going to a specific contact in FreeAgent and looking at your browser’s address bar. The number after /contacts/ is your customer’s Contact ID. Copy and paste this into Sellar.
~freeagent.com/contacts/105094
In Sellar, go to the customer’s page and select Map Customer. If you already have the FreeAgent integration connected, you’ll be prompted with a single field to enter the FreeAgent ‘Contact ID’. Add this here. From here onwards, we’ll link your customer as they are defined in FreeAgent to the invoice when we create it upon confirming orders in Sellar.
☝The way Sellar attempts to identify your customer upon order confirmation is:
Check the FreeAgent ‘Contact ID’ field for a usable ID value.
If empty, check the customer name to find an exact match within your FreeAgent contact list. After which, the FreeAgent ‘Contact ID’ is obtained.
If no match is found, Sellar will pass along the raw customer details (name, delivery address, etc.) to create a new contact in FreeAgent.