Teamleader and e-commerce integrations

Teamleader Integrations

List of supported integrations and workflows.

E-commerce

	Prestashop E-commerce	Woocommerce E-commerce	Shopify E-commerce	Magento E-commerce
Order Imports Creation of the customer of the order in Teamleader Creation of the products of the order in Teamleader
Stock Sync From Teamleader to the ecommerce channel From the ecommerce channel to Teamleader Soon
Invoices Export B2B Creation of the customer in the ecommerce channel Creation of the products in the ecommerce channel
	View	View	View	View

CRM

	Hubspot CRM	Pipedrive CRM
Quotes Import Creation of the customer in Teamleader Creation of the products in Teamleader
	View	View

Point Of Sale

	Shopify POS POS	Square POS	Lightspeed POS
Transactions Import Creation of the products of the order in Teamleader	Soon	Soon	Soon

To learn more about the integration platform,

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Dark background

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Circle

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Dashboard Mockup

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Transactions Mockup

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Statistics Mockup

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Logomark
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Dark background

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Circle

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Order Imports

Creation of Teamleader invoices from the ecommerce channel orders

Prestashop - New order created

A customer places a new order in your e-shop

Payment Status

PAID

PROCESSING

Other status

Orders are retrieved
by Synchron.io every 5 minutes

Synchron.io - Data processing

Data enrichment & validation

Contact exists in Teamleader?

Based on email address or company number

Creation of a new contact in Teamleader¹

Yes

The Teamleader contact is associated with the invoice

Products exist in Teamleader?

Based on SKU or product reference

Yes

The Teamleader products are associated with the invoice

Creation of the products in Teamleader²

Teamleader - Creation of the invoice³

The document is created in Teamleader in less than 10 minutes

¹ The contact is created in Teamleader as a company and/or as an individual, using the following fields:

Société : nom, email, téléphone, date de création, site web, SIRET, notes, numéro de TVA, code comptable auxiliaire, adresse, code postal, ville.

Particulier : nom, prénom, email, téléphone, mobile, site web, date de naissance, note, civilité, adresse, code postal, ville.

² Products are created in Teamleader with the following information:

nom, référence (SKU), prix unitaire, taux TVA, prix d'achat, code de vente.

³ When creating the document, the following elements can be configured:

Tax Rate, Department, Payment Types.

Stock Sync

Update of stock levels between Teamleader and the ecommerce channel

Teamleader - Stock levels are modified

Manual modification, creation or deletion of invoice or purchase order...

Stock movements are retrieved
by Synchron.io once per hour

(No webhooks available yet)

Synchron.io - Data processing

Data enrichment & validation

Does the product exist in Shopify?

Based on SKU or product reference

Yes

No

The stock is not updated *

Shopify - Updating stock levels

The product or variant is updated

* It is necessary that the SKUs (product references) of your Teamleader catalog match the SKUs of your Shopify catalog.

In addition, it is recommended to use a standard format for the naming of your SKUs (no spaces or special characters). Shopify Docs

Invoices Export

Creation of orders in the ecommerce channel based on the Teamleader invoices.

Teamleader - New invoice created

You create an invoice for a customer

Status Modification

PAID

Other status

The invoice is sent to Synchron.io

Synchron.io checks that
it is a B2B order
based on the referrer

Synchron.io - Data processing

Data enrichment & validation

Contact exists in Shopify?

Based on email address or company number

Creating a new contact in Shopify

Yes

The Shopify contact is associated with the order

Products exist in Shopify?

Based on SKU or product reference

Yes

Shopify products are associated with the order

Creating products in Shopify

Shopify - Creation of a new order

The order is created in Shopify in less than 3 minutes

and is marked as "Paid" and "Fulfilled"

Importing Credit Notes

Creation of Teamleader credit notes from the ecommerce channel credit notes

Prestashop - Creation of a credit note

You refund a customer

Credits notes are retrieved by Synchron.io every 10 minutes

Synchron.io - Data processing

Data enrichment & validation

Contact exists in Teamleader?

Based on email address or company number

Creation of a new contact in Teamleader¹

Yes

The Teamleader contact is associated with the credit note

Products exist in Teamleader?

Based on SKU or product reference

Yes

The Teamleader products are associated with the credit note

Creation of the products in Teamleader²

Teamleader - Creation of the credit note³

The document is created in Teamleader in less than 10 minutes

¹ The contact is created in Teamleader as a company and/or as an individual, using the following fields:

Société : nom, email, téléphone, date de création, site web, SIRET, notes, numéro de TVA, code comptable auxiliaire, adresse, code postal, ville.

Particulier : nom, prénom, email, téléphone, mobile, site web, date de naissance, note, civilité, adresse, code postal, ville.

² Products are created in Teamleader with the following information:

nom, référence (SKU), prix unitaire, taux TVA, prix d'achat, code de vente.

³ When creating the document, the following elements can be configured:

Tax Rate, Department, Payment Types.

Quotes Import

Creation of Teamleader invoices from the CRM quotes

Hubspot - New quote created

You create a quote linking to a deal

Quote is SIGNED

Deal CLOSED WON

Other enrollment triggers

Quote is sent to Synchron.io

Synchron.io - Data processing

Data enrichment & validation

Contact exists in Teamleader?

Based on email address or company number

Creation of a new contact in Teamleader¹

Yes

The Teamleader contact is associated with the quote

Products exist in Teamleader?

Based on SKU or product reference

Yes

The Teamleader products are associated with the quote

Creation of the products in Teamleader²

Teamleader - Creation of the quote or invoice³

The document is created in Teamleader in less than 3 minutes

¹ The contact is created in Teamleader as a company and/or as an individual, using the following fields:

Société : nom, email, téléphone, date de création, site web, SIRET, notes, numéro de TVA, code comptable auxiliaire, adresse, code postal, ville.

Particulier : nom, prénom, email, téléphone, mobile, site web, date de naissance, note, civilité, adresse, code postal, ville.

² Products are created in Teamleader with the following information:

nom, référence (SKU), prix unitaire, taux TVA, prix d'achat, code de vente.

³ When creating the document, the following elements can be configured:

Tax Rate, Department, Payment Types.

Teamleader Integrations

Donwload the White Papers (FR)

Communication Kit

LogotypeLight background

LogotypeDark background

LogotypeCircle

Dashboard Mockup

Transactions Mockup

Statistics Mockup

LogomarkLight background

LogomarkDark background

LogomarkCircle

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Logotype
Light background

Logotype
Dark background

Logotype
Circle

Logomark
Light background

Logomark
Dark background

Logomark
Circle