FreeAgent Connectivity Architecture

Connect your business applications to FreeAgent using SQL

Business Applications & Tools

📊
Microsoft Office
Excel, Access, PowerPoint integration
🗄️
SQL Server
Database queries and stored procedures
📈
Crystal Reports, Power BI, Tableau
📊
BI Tools
Analytics and dashboard platforms
⚙️
Custom Apps
Bespoke business applications
🔄
ETL Tools
Data integration and migration
SQL Statements
🔗

FreeAgent ODBC Driver

High-performance SQL interface for FreeAgent data

🚀 Performance

Optimized queries with intelligent caching and connection pooling

🔒 Security

SSL encryption, OAuth

🔄 Real-time

Live data synchronization with automatic change detection

📊 SQL Support

Full SELECT, INSERT, UPDATE, DELETE operations

Technical Specifications

Supported Operations: Full CRUD operations (Create, Read, Update, Delete) with transaction support

Performance: Connection pooling, query optimization, and result set caching for maximum throughput

Authentication: OAuth

Platforms: Windows, with 32-bit and 64-bit support

Standards: ODBC 3.8 compliant

REST API Calls
💰
Financial Data
Invoices, expenses, bank transactions, and profit & loss
👥
Customer Management
Client information, contacts, and relationship data
📈
Project Tracking
Time tracking, project costs, and profitability analysis
🧾
Tax & Compliance
VAT returns, tax calculations, and regulatory reporting
📊
Business Analytics
KPIs, financial metrics, and performance insights
🔍
Audit Trail
Complete transaction history and change tracking

🎯 Use Cases

Reporting & Analytics

Create dashboards, reports, and KPI tracking using familiar SQL tools

Data Integration

Sync FreeAgent data with ERP, accounting, and other business systems

Business Intelligence

Connect BI tools for advanced analytics and data visualization

Data Migration

Import/export data from legacy systems and databases

⚙️ Configuration & Setup

Easy Configuration: Standard ODBC Data Source Administrator or connection string setup.

  • FreeAgent OAuth token
  • Query optimization parameters

Step-by-Step Setup

1. Installation: Download and install the FreeAgent ODBC driver package

2. Configuration: Use ODBC Administrator to create a new data source

3. Connection: Enter FreeAgent OAuth details

4. Testing: Test connection and verify data access permissions

5. Usage: Connect from your applications using the configured DSN

🔧 Features & Benefits

  • Standard SQL syntax for familiar development
  • Real-time data access with automatic refresh
  • Support for custom fields and modules
  • Enterprise-grade security and encryption
  • Comprehensive logging and debugging tools
  • Technical support and documentation

📊 Supported Data Operations

Read Operations: Query leads, contacts, accounts, opportunities, and custom objects

Write Operations: Insert new records, update existing data, and delete obsolete entries

Advanced Features:

  • Complex JOIN operations across modules
  • Aggregate functions (COUNT, SUM, AVG, etc.)
  • Filtering and sorting with SQL WHERE clauses
  • Transaction support for data consistency