Connections and integrations

Essentials

• Which integrations does FreeAgent support?
• How to manage your connections
• How bank transaction explanations are synced between FreeAgent and Mettle

Projects & Contacts

• How to use Basecamp with FreeAgent

Insurance

• How to obtain a quote and purchase small business insurance from Hiscox
• How to access your Hiscox insurance documents in FreeAgent

CoPilot

• How to use CoPilot

Online payments

• How to take invoice payments with Tyl by NatWest
• How the Tyl integration works in FreeAgent
• How to set up a Tyl integration
• How the Shopify integration works in FreeAgent
• How to set up a Shopify integration
• How to take payments and explain transactions with PayPal Here

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