Teamleader

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Introduction

Teamleader removes the daily hassle of running a business. It lets you sell, bill and organise work in one place. It provides a perfect overview of ongoing sales opportunities, projects and payments, and a deep insight into how your business is really performing. Deliver the Teamleader integration your customers want in no time.

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Configure Teamleader:

Prerequisite(s)

• Create an app on Teamleader (and obtain a Client ID & secret)
• Submit your app for approval (this has to be done when you want to use the Teamleader connector with your customers)
• Activate the Teamleader integration on the Chift platform

Process

1. Create an account here
2. Create an OAuth2 app on your demo account by following these guidelines (application must be approved by Teamleader)
   1. Log in to Teamleader
   2. Click on CREATE NEW INTEGRATION
   3. Select Public
   4. Enter a unique name and fill https://chift.app/oauth2/redirect in the field Redirection URLs
   5. Select the relevant permissions (see picture bellow)
   6. Click on SAVE CHANGES
   7. Keep safe your Client ID, Client Secret because you won’t be able to see it again.
   8. You will need the Client ID and Client Secret afterwards

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Test Teamleader

To test the software integration, you can create your demo account here.

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Connect Teamleader

To activate a connexion with Teamleader, users will have to go through the following steps.

• French article: Help Center - Teamleader FR
• English article: Help Center - Teamleader EN

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Limitations & Exceptions

• Invoices of type supplier_refund and supplier_invoice are not present.
• Contacts of type supplier are not present and there is no difference between prospectand customer

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Teamleader coverage