Teamleader

ERP Guide

Teamleader
ERP Integration

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

https://referrals.teamleader.eu/mQnzPU2


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 organization 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.


Available Teamleader Integrations

37 integrations with Teamleader
Please note, the platform is still in beta and not all integrations are available. Please contact us to get the current list of supported integrations.
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Pricing Get Started
Application Reference Transfer Updated
Prestashop

Prestashop

New Order
#7546872 Pending 20/10/2021 19:57
11 seconds ago
Prestashop

Prestashop

New Order
#7546871 Successful 20/10/2021 19:55
2 minutes ago
Teamleader

Teamleader

New Customer
#USR77413 Successful 20/10/2021 19:53
4 minutes ago
Prestashop

Prestashop

New Order
#7546870 Successful 20/10/2021 19:43
14 minutes ago
Teamleader

Teamleader

Stock Update
#ZBD-30XL Successful 19/10/2021 15:18
1 day ago

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