Teamleader
ERP Guide
Customer management, project management and invoicing in one tool. Teamleader facilitates the work of more than 11,000 SMEs.
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.
Why use an ERP?
An ERP system can streamline your entire organisation and put your data all in one place, enabling more accurate reporting and a more efficient, collaboration-based and data-driven work environment. An ERP system is flexible, modular and scalable enough to adapt to shifting market dynamics and changing customer needs. You can initially implement specific applications that make sense now and add on seamlessly integrated applications as needed, as your business grows.
What type of data can I manage with my ERP?
Financials, Human resources, Manufacturing management, Inventory management, Purchasing management, Quality management, and Sales management. The advantage of managing those in one place is mainly avoiding Data errors, avoiding duplication of functions or records, avoiding lack of visibility into the business as a whole, and avoiding lack of communication between different areas of the business.
Is it difficult to change and learn a new ERP?
When you upgrade to an ERP system, you also gain access to a new partnership with your ERP implementation provider and all the support that they have to offer. Some ERP systems have dedicated user groups and communities that open up entire networks of industry innovators and dynamic brands, and sometimes ready-made integration with third party apps.
Can I really cut down costs by using an ERP?
Improve security and accessibility while reducing risk and hardware costs by moving your ERP to the cloud, will indeed reduce your overall bill. You can get rid of other accounting or stock management apps, as those task can all be handled by an ERP. Embrace the future of information systems with a modern ERP hosted in a secure cloud. Moving your ERP applications to the cloud allows you to scale, extend and upgrade quickly, which will save you time and money.
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Sign InAvailable Teamleader Integrations
Teamleader + Shopify
Optimise your Teamleader data by integrating with Shopify to track your sales more easily.
Teamleader + WooCommerce
Optimise your Teamleader data by integrating WooCommerce to track your sales more easily.
Teamleader + Prestashop
Optimise your Teamleader data by integrating it with Prestashop to track your sales more easily.
Teamleader + Wix
Optimise your Teamleader data by integrating it with Wix to track your sales more easily.
Teamleader + Magento
Optimise your Teamleader data by integrating it with Magento to track your sales more easily.
Teamleader + Shopify Plus
Optimise your Teamleader data by integrating with Shopify Plus to track your sales more easily.
Teamleader + Shopify POS
Optimise your Teamleader data by integrating Shopify POS to track your in-store sales.
Teamleader + Stripe
Optimise your Teamleader data by integrating with Stripe to better manage your payments.
Teamleader + Mirakl
Optimise your Teamleader data by integrating Mirakl to enhance the productivity of your marketplaces.
Teamleader + Fnac
Optimise your Teamleader data by integrating pppppppppp to track your sales with ease.
Teamleader + Media Markt
Optimise your Teamleader data by integrating pppppppppp to track your sales with ease.
Teamleader + Hubspot
Optimise your Teamleader data by integrating HubSpot to manage your customers.
Teamleader + Pipedrive
Optimise your Teamleader data by integrating Pipedrive to better track your leads and customers.
Teamleader + SalesForce
Optimise your Teamleader data by integrating with SalesForce to better manage your sales.
Teamleader + QuickBooks
Optimise your Teamleader data by integrating it with QuickBooks to manage your accounting more simply.
Teamleader + Xero
Optimise your Teamleader data by integrating with Xero to manage accounting more easily.
Teamleader + Sage
Optimise your Teamleader data by integrating Sage to manage your accounting more easily.
Synchronise Teamleader
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| Application | Reference | Transfer | Updated |
|---|---|---|---|
|
Shopify New Order |
#7546872 | Pending |
29/06/2022 15:31 11 seconds ago |
|
Shopify New Order |
#7546871 | Successful |
29/06/2022 15:29 2 minutes ago |
|
Teamleader New Customer |
#USR77413 | Successful |
29/06/2022 15:27 4 minutes ago |
|
Shopify New Order |
#7546870 | Successful |
29/06/2022 15:17 14 minutes ago |
|
Teamleader Stock Update |
#ZBD-30XL | Successful |
28/06/2022 10:52 1 day ago |