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Integrate Teamleader with Plecto

  1. Go to Data management > Data sources > + New data source > Teamleader.

  2. Click Next and log in to your Teamleader account.

  3. Click Authorize to give Plecto read access to your Teamleader data.

  4. Select the data types you wish to import to Plecto.

  5. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.

  6. Click Next to finish and import your data.

Available data types

For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Currently, you can import the following data types:

  • Companies

  • Contacts

  • Deals

  • Invoices

  • Products