Teamleader
A guide on how to integrate Teamleader with Plecto and display your business metrics on real-time dashboards.
Last updated: Nov. 21, 2022
Table of contents
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. Our integration with Teamleader currently allows you to import the following data types:
- Companies
- Contacts
- Deals
- Invoices
- Products
Integration technical details
Visit our Teamleader integration page to see the technical details, such as the update frequency, custom field support, and more.
How to integrate Teamleader with Plecto
- Go to Data management > Data sources > + New data source > Teamleader.
- Click Next and log in to your Teamleader account.
- Click Authorize to give Plecto read access to your Teamleader data.
- Select the data types you wish to import to Plecto.
- (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.
- Click Next to finish and import your data.
Need help building formulas?
Read our help articles Introduction to the Formula Editor and How to Build a Formula.
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