Connect Teamleader with Visma eAccounting and automatically synchronize invoices. Less manual work and always up-to-date revenue figures in Visma eAccounting.
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 Visma eAccounting
Enter your Visma eAccounting username and password.
Select the company you want to work with most often as your default company.
Then save your choice. Click 'Next'.
Click 'Allow' and you will be connected to Combidesk.
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?Only synchronise sent invoices
Should invoices be synced once they have been sent?
Configure these Visma eAccounting steps:
Select the default payment term
This payment term is used for new customers if no payment term is known for them in Teamleader.Ledger account mapping
Connect the Teamleader VAT categories to your Visma eAccounting ledger accounts. The ledger account of the VAT category will only be used when the Plug&Pay product doesn't have a VAT category specified. If you use multiple ledgers, make sure they're added to the Plug&Pay product. For more information see this article (Dutch).Ledger account mapping
Connect the Teamleader VAT categories to your Visma eAccounting ledger accounts. The ledger account 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).Service 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.