Connect Teamleader with Bjorn Lunden and automatically synchronize invoices and customer data. Save time on manual entry and always work with up-to-date figures in Bjorn Lunden.
Table of contents
1. Connect to Teamleader
Log in with your Teamleader username and password. Click 'Log in'. Grant Combidesk access to your Teamleader Focus modules.
Click 'Grant access'. You are now connected to Combidesk.
2. Connect to Bjorn Lunden
Login to Bjorn Lunden and select 'KING Apps' from the left menu. Go to the app you want to install and click 'Activate this app'.
You need the environment code to activate the app. Copy this code to your clipboard and paste it below, then click 'Save'.
3. Configuration of the integration
For the integration to work properly, it must be configured correctly. In the paragraph below, we'll go through all the steps of the integration in sequence. Before starting the installation, we recommend that you first carefully read through these steps.
Configure these Teamleader steps:
Export existing invoices
If you want to export existing invoices, choose the start date here.Select company entity
Select the company entity of which the invoices should be synchronisedSynchronise credit notes?
Should credit notes be synchronised too?Kostenplaats custom field
Select the custom field that can be used to fill the kostenplaats field in Bjorn LundenOnly synchronise sent invoices
Should invoices be synced once they have been sent?
Configure these Bjorn Lunden steps:
Default revenue ledger
In case no ledger account has been defined in the connected application, this ledger account will be used as default. Do you use multiple ledger accounts? Make sure these ledger accounts exist in both systems and the integration will book the invoices on the correct ledger accounts.Bjorn Lunden VAT mapping
Connect the VAT categories of Teamleader to your Bjorn Lunden accountSales journal
Select the sales journal that sales entries should be added toService level
Pick a Service level matching your needs. You can always change the it at a later time, and the price will be adjusted accordingly.
4. The Combidesk customer dashboard
How does the dashboard work?
If you've created a new Combidesk account or installed a integration, you'll receive an email with access to your Combidesk account. When you log in to combidesk.com, you'll arrive at the dashboard. This is where your integration is located. From here, you can easily adjust your integration and account settings, view the integration logs (history), and access support.
What can you view via your Combidesk account?
From your Combidesk dashboard you also have access to your account settings, connected accounts, billing and support.
5. What can you expect from Combidesk?
We understand you're busy or perhaps have little software experience. That's why our specialized team is always ready to help. Take advantage of our installation packages to save yourself even more time.
Installation appointment
If you're short on time or would like us to handle the entire installation, take advantage of our remote implementation support. We'll take care of everything for you right away and deliver a fully functional connection. For most connections, installation support costs a fixed fee of €150, while others cost €300. If you decide not to continue with the connection after the trial period, there's no charge. Schedule an installation appointment below and schedule it right away.
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To help you use our integration effectively, we offer three service levels: basic, pro, and premium. You can always change the service level in your integration. The price will be adjusted for the next billing period.