Devart Excel Add-In for FreshBooks 2026: Benefits, Features & Pricing

Devart Excel Add-in for FreshBooks is a tool that allows Microsoft Excel users to access, import, and edit FreshBooks data directly within spreadsheets. It is designed for working with FreshBooks data such as invoices, customers, sales receipts, and transactions in an MS Excel environment.

The add-in supports connection through both the new FreshBooks API and Classic API authentication methods. Data can be selected using the visual query builder or by writing SQL queries for more detailed retrieval. A data preview feature is included to verify information before importing it into MS Excel. Once imported, an edit mode enables direct modification of FreshBooks records within the spreadsheet, with changes highlighted for tracking.

The add-in includes real-time data validation to identify errors such as incorrect dates or duplicate primary key values during data entry. Workbooks can be refreshed to ensure access to the most current FreshBooks data. The commit and rollback functions allow control over saving or discarding changes. Connection details can be stored within MS Excel files to streamline recurring data management tasks.