Connect Teamleader with Exact Multivers Online and automatically synchronize invoices and customer data. Save time on manual entry and keep your Exact Multivers Online accounting up to date.
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 Exact Multivers
For a connection with Exact Multivers, it is helpful to have all the required login credentials ready in advance. Below you will find an overview of the required login credentials:
Portal username: This is the regular login name of the user without "@u4bsw.nl".
Portal password: The corresponding password of the portal user.
Multivers username: In many cases this is "SYSTEEM".
Multivers password: This password is often blank. In some cases, however, it may have been changed; in that case, the password is known to the administrator of the environment.
Below an example (in Dutch):
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?Register payments
Do you want to register payments for paid orders?
Configure these Exact Multivers steps:
Select administration
Select the administration to connect toSelect journal
Select the journal to book the invoices inSelect default account
Select the default account to use when Teamleader hasn't provided one. 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.Vat code mapping
Map the Software Gemak vat codes to the Teamleader vat codesCost center mapping
Assign a Software Gemak cost center to each Teamleader administrationSelect cost center
Select a Software Gemak cost center to useSelect default payment condition
Select the default payment condition for invoicesPayment condition mapping
Map the Software Gemak payment conditions to the Teamleader payment conditionsAdd relation number to new customers
Should the Teamleader customer relation number be added as relation number to Software Gemak, and use it to identify debtors? If no debtor is found based on the account number, the app will search by (company) name or email address. If an existing debtor is still not found, a new one will be created automatically.Disable check on email address?
Should we disable the check if a customer exists by email address?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.