How to: Importing contacts and companies to Teamleader
Teamleader offers you several ways of adding contacts and companies to Teamleader but the most efficient way is probably the import of an excel or a cs...
Mon, 24 Sep, 2018 at 5:13 PM
FAQ: What values are allowed for importing contacts or companies?
You want to import your contacts and companies? Great, so let’s first have a look at the excel file in attachment. Creating additional fields All ...
Wed, 10 Oct, 2018 at 4:50 PM
FAQ: What does my import file for contacts or companies need to look like?
In attachment, you find an example file for an import for contacts and companies. In case you get error messages while performing the import, you shoul...
Tue, 16 Oct, 2018 at 4:04 PM
FAQ: How do I edit my file for importing contacts and companies?
Before you get started on doing an import, you should definitely check the allowed values per import value. Here we will explain you how you can fix co...
Mon, 6 Aug, 2018 at 10:17 AM
FAQ: Can I also import the related company when importing contacts into Teamleader?
Yes, when importing contacts, you can also import the company the contact is related to. Therefore, the file you want to import has to contain a column...
Fri, 3 Aug, 2018 at 5:10 PM
FAQ: How can I undo an import of contacts or companies in Teamleader?
If you imported contacts or companies and realize that something went wrong, there are two possibilities to undo the import. Picking the right one all ...
Mon, 8 Oct, 2018 at 3:01 PM
How to: How can I import a vCard file into Teamleader?
When exporting contacts from your phone, you'll often end up with a vCard file instead of an Excel or .csv file, which you need to import contacts...
Fri, 6 Jul, 2018 at 3:05 PM
How To: Importing products into Teamleader
Just like companies and contacts, you can easily import an existing list with products in Teamleader. This means you don't need to enter each prod...
Tue, 14 Aug, 2018 at 1:59 PM
How to: Importing Deals into Teamleader
Starting with Teamleader does not necessarily mean starting from scratch. It is possible you have a list of deals you want to import into Teamleader. W...
Mon, 6 Aug, 2018 at 10:36 AM
How To: Importing invoices into Teamleader
If you're just starting out with Teamleader, that doesn't necessarily mean you haven't used invoicing software before. It may come in ha...
Mon, 9 Jul, 2018 at 4:25 PM
Integrations/Marketplace

No success yet? Reach out.

Contact us