Connect Teamleader with Twinfield and automatically synchronize invoices and customer data. Ideal for accountants and SMEs using Teamleader and Twinfield.
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 Twinfield
What do you need? Before you start, make sure you have:
An active Twinfield subscription through Wolters Kluwer
Your Wolters Kluwer login credentials (email address and password)
Access to the administration(s) you want to connect
Don't have a Twinfield account yet? Request one at wolterskluwer.com.
Step by step: setting up the OAuth connection
Step 1: Start the installation
Go to the integration's installation page and click "Start connecting". You will be redirected to the Wolters Kluwer authorization portal.
Step 2: Log in with your Wolters Kluwer account
Enter the email address and password of your Wolters Kluwer account. This is the same account you normally use to log in to Twinfield.
Step 3: Grant permission
After logging in, you will see a screen asking whether you want to give the integration access to your Twinfield data. Click "Allow" to confirm the connection.
Step 4: Select the correct administration Do you have multiple administrations within Twinfield? Select the administration you want to connect. Want to connect multiple administrations? Simply repeat the process for each administration separately.
Step 5: Done!
You are now successfully connected. The integration will automatically sync your data between your webshop and Twinfield from this point on.
Frequently asked questions
My login credentials don't work — what now?
Check that you are using the email address and password of your Wolters Kluwer account, and not those of a possible old Twinfield account. Forgotten your password? Reset it via the Wolters Kluwer login portal.
How long is the connection valid?
The OAuth connection remains active as long as you use the integration. You do not need to repeat this process periodically, unless you change your password or manually disconnect.
Can I disconnect later?
Yes. You can revoke access at any time via your Twinfield account settings under Connected applications, or by removing the integration from our platform.
I have multiple administrations — can I connect them all?
Yes, our integration supports multiple administrations. Simply install the integration for each desired administration separately.
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 Twinfield steps:
Select the Twinfield office
Het kantoor voor verkoopboekingenSelect a daybook account
The daybook account that will be used for sales transactionsChoose ledger accounts
Indicate if you always want to use the ledger accounts from Twinfield or if you want to use the ledger accounts from Teamleader (if available).Accounts receivable account
Select the accounts receivable account which sales transactions will be posted onTwinfield VAT mapping
Connect the VAT categories of Teamleader to your Twinfield accountTwinfield general ledger mapping
Connect the Teamleader VAT categories to your Twinfield 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).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.
6. FAQ (Frequently Asked Questions)
How often is the data synchronized?
This integration synchronizes automatically every 60 minutes by default. You don't have to do anything for this. If a synchronization fails, the integration will retry it on the next run. If the issues persist, we will notify you by email.
What rights do I need to have in Twinfield?
In Twinfield, you need to have the appropriate rights for sales entries. You should coordinate this with your accountant or with Twinfield. You can find these settings in your Twinfield account.
Can the PDF of the order be included when sending it to Twinfield?
No, it is not possible to add the PDF to the sales entry in Twinfield.
Can I connect multiple Teamleader entities?
Sure. To achieve this, you need to install the integration separately for each entity.
Are credit notes included, and how does that work exactly?
Yes, the integration optionally synchronizes credit notes as well. Once you create a credit note in Teamleader, a sales booking for that credit note will be generated in Twinfield.
Can you help with the installation of this integration?
Absolutely 😀! If you don't have the time or find the setup too complicated, no problem! We can handle the installation of this integration for you. There will be a one-time installation fee for this service. If you later decide not to use the integration, we'll refund the installation fee to you.
How do I get the correct VAT on a Twinfield invoice?
Make sure that you have activated the used VAT rates in both Teamleader and Twinfield. In the settings of the integration, you can then link the VAT rates from both systems together.
