Teamleader Guide
Teamleader
Import or export your orders from one application to another.
Keep your inventory up to date by synchronising your stock levels.
Replicate your invoices and save your important data.
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.
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.
No-code platform, start integrating in a matter of minutes.
Automatically trigger your syncs on predefined events.
Connect and synchronise your applications without any technical knowledge.
Observe in real time the data transferred from one app to another.
Enjoy fully encrypted communications and transfers.
Work as a team and regulate the permissions of your team members.
Follow the frequency of your synchronisations over time.
Tips to integrate Teamleader and Sellsy easily
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
Sellsy is an accounting / CRM software that holds sales pipelines, invoices, payment status, and projects under one roof.
Request more info on Teamleader + Sellsy integration