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.
Bring your in-store and online sales together with Shopify. Gain insights about your business from one view so you can work smarter, move faster, and think bigger.
Make inventory decisions with confidence using smart recommendations. Get a high-level view of your business’s health with consolidated analytics. Stay top of mind with tools that drive customers across your online and retail stores.
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 Shopify POS easily
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
Learn how Shopify’s POS software, hardware, and payments work together for seamless retail experiences. Offer buy online, pick up in store, buy in-store, ship to customer, and more.
Request more info on Teamleader + Shopify POS integration