Teamleader Guide
Teamleader
Teamleader + Magento
Synchronise Teamleader with Magento
Optimise your Teamleader data by integrating it with Magento to track your sales more easily.
Synchronise your Orders
Import or export your orders from one application to another.
Track your Inventory
Keep your inventory up to date by synchronising your stock levels.
Export your Invoices
Replicate your invoices and save your important data.
Optimise your Marketing
Use your customer data to improve your sales.
Do I have to install a plugin in Magento for the integration to work?
No need for a plugin, as Magento Commerce offers an API, which enables businesses to integrate the software with various third-party enterprise resource planning (ERP) applications, by communicating directly with the open API.
Does Magento provides marketing strategy tools?
Using Magento Commerce's business intelligence (BI) tools, sales professionals can consolidate data from multiple sources to gain a 360-degree view of all operational processes. Administrators can use the dashboard to analyze various metrics such as customer lifetime value, repeat order probability and high-performing products. Other features include brand management, reporting, regulatory compliance, design themes, shipping, data visualisation, inventory tracking and more.
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.
Connect Teamleader and Magento
No-code platform, start integrating in a matter of 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
Follow the frequency of your synchronisations over time.
Integration Guides
Tips to integrate Teamleader and Magento easily
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
Magento is an e-commerce platform that offers merchants control over the content and features of their stores. Magento Commerce represents about 30% of the total market share.
Questions about the integration?
Request more info on Teamleader + Magento integration
