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How to 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 you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Currently, you can import the following data from Teamleader to Plecto:

  • Companies

  • Contacts

  • Deals

  • Invoices

  • Products