Integration mission · Teamleader

Teamleader, and the tool that runs the job.

Quotes and invoices in Teamleader, the actual work somewhere else: the planning tool, the stock system, the field app, the webshop. Between the two, someone copies. The quote says one thing, the job says another, and the invoice is late because nobody knows which one is true.

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What we do here.

Teamleader already exports to most accounting packages; that part of your chain works. The part that doesn't is between Teamleader and the tool that runs the job. We connect them through Teamleader's API, from the outside: a won deal creates the job, the job's actuals come back to the invoice, the customer exists once. Nothing inside Teamleader changes.

The plan decides which system owns the customer, the price and the status, and what happens when a job changes after the quote. That's where the copying errors come from, and the plan is where they stop.

What you get.

  • A connection that runs on your side, in your accounts

  • An alert when something didn't sync, before month-end finds it

  • Tests around it, so a change doesn't break it

  • Documentation someone else can pick up

  • Upkeep priced in from day one, so "it follows your business" stays true

How it runs.

1

The plan, two days

We sit with the people who use both systems, then write the plan: what connects to what, which system owns which data, what happens on conflict, on failure, on deletion, and what it will cost to build.

2

The build, quoted in the plan

A block of days. Tests around the connection, monitoring, documentation, code running on your side.

3

It runs, and we watch it

The first weeks monitored by us. After that, the bucket of days for changes.

Proof

Twinbooks · ten days

From a command-line tool to a product their clients use themselves

The migration tool worked; everything around it was manual. We built the customer-facing layer around it in ten days and left the tool untouched, on purpose.

Read the case

Three questions.

Teamleader has a marketplace. Isn't there a connector already?
For the big names, yes, and they do the simple case. If your tool is on that list and the simple case is enough, use it; we'll say so in the first call. We build the case the marketplace doesn't cover.
We change our process often. Will the connection keep up?
That's the point of building it outside, with tests around it: a change is days, not a new project.
Can you also connect the accounting side?
If Teamleader's own export doesn't cover your case, yes. It usually does.

Price.

Integration plan.

Two days, €1,500 excl. VAT. The plan is yours. Build it with us, or with anyone.

Build.

Quoted in the plan, as a block of days, monitoring for the first weeks included. Most connections land between €4,000 and €9,000. Changes afterwards from the bucket of days.

Not for.

  • A tool with no interface at all. We'll tell you in the first call, and what the alternatives are.
  • A one-off data migration. Different job; ask us anyway.
  • Anyone who wants the system of record customised from the inside.

Tell us about Teamleader.

Lean builders. We deliver.