Before you started using Teamleader, you probably already collected plenty of documents and other data; invoices, ongoing deals, timesheets, etc. Instead of losing time importing them manually, most of these can be imported into your Teamleader account via bulk actions.


To do an import, you'll need an Excel or CSV-file. Fair enough, but what data can be imported? By whom? And what are the requirements for the file itself? You'll find out in the table below.


The table let's you know:

  • Whether a certain module can be imported
  • Whether the import can only generate new items or also update existing ones
  • Who executes the import: our Support-team or the customer
  • What fields the import file can & should contain


Module
Possibility to importPossibility to updateWho's in charge?Fields to be imported
TasksNo


MeetingsNo


Calls
YesNoSupport
How to: Importing calls into Teamleader
Companies & Contacts
YesYesCustomerHow to: importing contacts and companies to Teamleader
Deals
YesNoSupport
How to: importing deals into Teamleader
ProjectsYesNoSupport
How to: importing projects into Teamleader
InvoicesYesNoSupport
How to: importing invoices into Teamleader
SubscriptionsYesNoSupport
How to: Importing subscriptions to Teamleader
Tickets
No


ProductsYesYesCustomerHow to: Importing products into Teamleader
Timesheets
YesNoSupport
How to: Importing timetracking into Teamleader
Tracking
YesNoSupport
How to: Importing tracking into Teamleader