Skip to main content

​
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.

​
Configure Teamleader

Prerequisite(s)
  • Create an app on Teamleader (and obtain a Client ID & secret)
  • Submit your app for approval (you must do this when you want to use the Teamleader connector with your customers). In our experience, Teamleader approves it immediately.
  • Activate the Teamleader integration on the Chift platform
Activation 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 below)
    6. Click on SAVE CHANGES
    7. Keep your Client ID and Client Secret safe because you won’t be able to see them again.
    8. You will need the Client ID and Client Secret afterwards teamleader1

​
Test Teamleader

To test the software integration, create a free developer account with a sandbox on the Teamleader developer portal.

​
Connect Teamleader

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

​
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 prospect and customer.

​
Teamleader coverage