CSV Files Guide
Synchronise contacts and customers between your applications.
Replicate your invoices and save your important data.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
You can import and export the following lists to and from MS Excel or CSV file: Customers, Suppliers, Products and services, Chart of accounts. Plus you can export reports to MS Excel.
Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.
Yes, as long as the data is consistent and established in the form of a classic table schema, we can export orders, inventories, products and customers.
Yes, we offer the possibility to receive your CSV documents directly by email, on a daily, weekly or monthly basis.
Tips to integrate CSV Files and Teamleader easily
The Synchron CSV tool allows you to easily export any type of data to a CSV spreadsheet. The CSV/XLS tool also allows you to retrieve data from any spreadsheets and synchronise it with your e-commerce store, for example when importing products or orders.
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.