Automatically import invoices from TeamleaderHow to set up document exchange between Teamleader and GetMyInvoices
1. Start Integration Process
Login to GetMyInvoices > Choose “Synchronization” in the right-hand drop-down menu under your name > Click “Add Synchronization Account” > Click “Import” > Choose Teamleader> Click “Continue”!
2. Authorize GetMyInvoices
Authorize GetMyInvoice’s access to Teamleader in the newly opened window!
3. Add Import-Synchronization Account
Enter a new name for the synchronization account > Choose the relevant department > Specify the document type to be synchronized, and if required standard tags and standard company > Specify the synchronization time interval > Click “Save”!
4. Integration Finished
It will only take a few minutes, before you can find the synchronization information under the main menu item “Synchronization; you may have to activate your synchronization account under “Actions” > That’s it! > The documents will be available to you in GetMyInvoices shortly afterwards.
GetMyInvoices simplifies receipt export from Teamleader
Teamleader is a cloud-based SaaS service for CRM and distribution, project management, time recording and invoicing. It rationalizes the entire process from lead to payment. The declared mission: to support small and medium-sized European businesses in improving their processes and working more smartly.
Aided by GetMyInvoices, Teamleader users can automatically transfer outgoing invoices – created within the solution with just a few clicks – to even more, other systems; and thus gain time, increase their cashflow, and invest more resources into their core business. The connection will be taken care of in just a few mouse clicks.