CSV Files + Teamleader

Synchronise CSV Files with Teamleader

Import your Excel data by integrating it with Teamleader to better manage your company sales.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

Can I import and export data into Teamleader?

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.

What reports types are available in Teamleader?

Here are a few commonly used reports: Profit & Loss, Balance Sheet, General Ledger, Trial Balance, Statement of Cash Flows, and Transaction List.

Can I export any type of data to a CSV file?

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.

Can I receive the CSV files by email?

Yes, we offer the possibility to receive your CSV documents directly by email, on a daily, weekly or monthly basis.

Connect CSV Files and Teamleader

No technical knowledge required, start integrating in 5 minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate CSV Files and Teamleader easily

Data

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.

ERP

Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.

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Questions about the integration?

Request more info on CSV Files + Teamleader integration

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