At this moment it's not possible to import invoices. You can still send us your import file and we will execute the import as soon as the issue is resolved. We will keep you informed about the status of your import request.
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 import||Possibility to update||Who's in charge?||Fields to be imported|
|Calls||Yes||No||Support||How to: Importing calls into Teamleader|
|Companies & Contacts||Yes||Yes||Customer||How to: importing contacts and companies to Teamleader|
|Deals||Yes||No||Support||How to: importing deals into Teamleader|
|Projects||Yes||No||Support||How to: importing projects into Teamleader|
|Invoices||Yes||No||Support||How to: importing invoices into Teamleader|
|Subscriptions||Yes||No||Support||How to: Importing subscriptions to Teamleader|
|Products||Yes||Yes||Customer||How to: Importing products into Teamleader|
|Timesheets||Yes||No||Support||How to: Importing timetracking into Teamleader|
|Activities||Yes||No||Support||How to: Importing activities into Teamleader|