Teamleader connector · CRM & Invoicing
Teamleader connector
The DigiData Teamleader connector automatically synchronizes deals, projects, tracked time and invoices to interactive AI dashboards and proactive monitors.
Here you will find the supported data, operation and availability of the connection.
Last reviewed:
The reason
Why connect Teamleader to DigiData?
DigiData is creating a comprehensive Teamleader connector for commercial teams and professional services firms. The connector retrieves sales opportunities, contacts, projects, tracked hours and invoices through the official Teamleader API. Connect pipeline opportunities directly with realized revenue and project profitability.
Connecting Teamleader to Power BI in short
The Teamleader connector is under development and synchronizes supported tables such as Deals and Pipelines, Companies and Contacts, Projects and Milestones and Time tracking logs. DigiData offers these source records via OData for Power BI and Excel and via CSV for separate exports. The connector only supplies the entities listed on this page; source permissions, the source API, and your sync schedule determine which records and updates are available. You set up relationships, calculations and dashboards in the reporting tool.
Conditions
Availability, setup and conditions
- Availability
- Status: Under development. The connector provides the entities listed on this page under "Available data".
- Setup
- Add Teamleader in the DigiData dashboard and configure access to the source. DigiData confirms during setup which accounts and entities are available.
- Refresh
- Automatic synchronization based on the integration schedule. New source data will not appear until the source sync and then the Power BI refresh are complete.
- Security
- Secure OAuth2 integration with Teamleader Focus and Orbit
- Limitations
- Only the listed entities are supported. Availability and timeliness depend in part on the source API and your rights in Teamleader. DigiData supplies source data via OData and CSV; you set up relationships, measures and dashboards in the reporting tool.
- Price and trial period
- Platform costs plus an amount per active integration, without start-up costs. You can test DigiData 14 days for free. View current prices.
What you get
What do you get with the Teamleader link?
An overview of what DigiData does with your Teamleader data:
Which data
Available Teamleader data in DigiData
The following entities are automatically synchronized and available via OData or CSV export:
Use cases
What can you do with Teamleader data?
Sales funnel conversion tracking and pipeline forecasting
Project profitability compared to initial quotes
Executive receivables and revenue dashboards
Weekly sales digests delivered to Slack and Teams
How it works
How does the Teamleader link work?
Connect Teamleader
Link your Teamleader account via the DigiData dashboard. Safe and fast.
Select your dates
Check which accounts, environments, and entities are available for this resource. The options differ per connector.
Analyze in Power BI
Use the OData feed in Power BI, Excel or download CSV exports.
Teamleader in Power BI
Load Teamleader CRM and invoice data into Power BI or explore real-time metrics in DigiData with cross-filtering and KPI visual cards.
Frequently asked questions
Questions about the Teamleader integration
How do I connect Teamleader to Power BI?
With DigiData you automatically synchronize Teamleader data to an OData feed. In Power BI Desktop, choose 'Get Data', select OData feed and paste the DigiData URL. You can then load, combine and refresh the tables without building a Teamleader API connection yourself.
How often is Teamleader data refreshed?
DigiData synchronizes Teamleader according to your integration schedule. The exact frequency and availability of new records depend on your settings and the source API.
What does the Teamleader connection cost?
DigiData charges platform costs plus an amount per active integration. There are no start-up costs and you can test for 14 days for free. View the current price on the prices page.
Which Teamleader versions are supported?
The connector is being developed for both Teamleader Focus and Teamleader Orbit.
How can I register for the Teamleader integration?
Fill in our contact form mentioning Teamleader to receive notification when the beta opens.
Combine
Other integrations that may interest you
Most companies do not run on one package. Place Teamleader next to your other sources, so that you have one report.
14 days free · no start-up costs
Ready to connect Teamleader to DigiData?
Use the trial period to validate the available tables, synchronization and your reporting model with your own data.
