With the Teamleader SnelStart integration by Combidesk, invoices are automatically booked as sales entries in SnelStart. In this guide, you will go through the installation step by step.
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 SnelStart
To get started, click the "Connect..." button:
You will then be redirected to the following screen:
Log in with a user who has access to the relevant administration.
Note: If you're connecting to a user with an accounting license, read this article first.
Then click "Een enkele administratie koppelen":
Select the desired administration:
Then press "Koppel":
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:
Select company entity
Select the company entity of which the invoices should be synchronisedSynchronise credit notes?
Should credit notes be synchronised too?Only synchronise sent invoices
Should invoices be synced once they have been sent?Group orderlines
Should orderlines be grouped by VAT code and ledger account. Beware: If you choose YES, the description on the orderline won't be used.Export existing invoices
If you want to export existing invoices, choose the start date here.Register payment
Do you want to register payments for paid orders?
Configure these SnelStart steps:
Vat high ledger account
Select the ledger account to book vat high revenue onVat low ledger account
Select the ledger account to book vat low revenue onVat other ledger account
Select the ledger account to book vat other revenue onAdd year to invoice number
Prepend the invoice number with the order year in SnelStart. This means an order in 2023 with number 10330 will be added to SnelStart as 202310330.SnelStart VAT mapping
Connect the VAT categories of Teamleader to your SnelStart account. Beware, use SnelStart vat code 'Geen' for vat tariffs with percentage 0% (i.e. tariffs outside the Netherlands). Read more in our help article (Dutch).SnelStart ledger mapping
Connect the Teamleader VAT categories to your SnelStart general ledgers. The ledger of the VAT category will only be used when the Teamleader item or invoice line doesn't have a VAT category specified. If you use multiple ledgers, make sure they're added to the Teamleader item or invoice line. For more information see this article (Dutch).Disable check on email address?
Should we disable the check if a customer exists by email address?Sending costs ledger account
Select the ledger account to book the sending costs onDirect debit mandate
Should invoices from customers with an existing direct debit mandate in SnelStart get payment methd Direct Debit in SnelStart?Sending costs vat low ledger account
Select the ledger account to book the sending costs with vat low onSending costs vat other ledger account
Select the ledger account to book the sending costs with vat other onService 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.