Table of Contents
Introduction
Setting up Teamleader
Setting up Twinfield
Configuration of the integration
The Combidesk client dashboard
What can you expect from Combidesk?
FAQ (Frequently asked questions)
1. Introduction
NOTE: Administrative rights
Before you start with the integration, it is important that you have access to both applications. The distribution of rights varies per application. In some packages, you have access through your accountant, while in other packages, you need to be the owner of the package. Follow the instructions in 'Configuration' carefully so that you are not surprised during the configuration of the integration.
What does the integration not support?
The following functionalities are not (yet) supported:
Items
Synchronizing deals & quotes
Projects
Tickets
Timesheets
2. Setting up Teamleader
To connect successfully with Teamleader, it is necessary to ensure that the package is set up correctly. You should do all of this before you start connecting. In the link below, we will guide you with the correct articles in our Teamleader collection.
3. Setting up Twinfield
To connect successfully with Twinfield, it is necessary to ensure that the package is set up correctly. You should do all of this before you start connecting. In the link below, we will guide you with the correct articles in our Twinfield collection.
4. Configuration of the integration
To make the integration work correctly, it needs to be configured properly. In the following paragraph, we will go through all the steps of the integration. Before you start the installation, it is advisable to carefully read through these steps first.
Set up these Teamleader steps:
To make the integration work correctly, it is wise to check your Teamleader settings.
Export existing invoices
Do you want to transfer existing invoices? Choose when you want to start transferring them.
Select the company entity
Select the company entity from which the invoices should be synchronized.
Credit notes
Should credit notes also be synchronized?
Only sent invoices
Should invoices only be synchronized once they are marked as sent?
Set up these Twinfield steps:
To make the integration work correctly, it is wise to check your Twinfield settings.
Select your Twinfield office
Here you need to select the administration to which all invoices should be synchronized.
Select your journal account
The journal account used for sales transactions.
Which general ledger accounts to use
Indicate whether you always want to use the general ledger accounts from Twinfield or also from Teamleader.
Debtor general ledger account
Select the general ledger account for sales transactions (generally called Debtors).
Twinfield VAT configuration
Link the VAT categories from Teamleader to Twinfield.
Twinfield general ledger configuration
Link the VAT categories from {fromAPI} to the correct general ledger account in Twinfield.
Above are the steps you can set during the configuration of the integration. Each question may have a brief explanation of what the step does.
5. The Combidesk client dashboard
How does the dashboard work?
If you have created a new Combidesk account or installed an integration, you will receive an email with access to your Combidesk account. When you log in to combidesk.com, you will be directed to the dashboard. This is where you can find your integration. From here, you can easily adjust the settings of your integration and your account, view the logs of the integration (history), and access support.
What can you see in your Combidesk account?
From your Combidesk dashboard, you also have access to your account settings, connected accounts, billing, and support.
Read the article about the functioning of your Combidesk dashboard
6. What can you expect from Combidesk?
We understand that you are busy or may not have experience with software. That is why our specialized team is always ready to help you. Take advantage of our installation packages to save even more time for yourself.
Installation appointment
If you are short on time or want us to fully handle the installation, take advantage of our remote implementation assistance. We will immediately take care of everything for you and deliver a well-functioning integration. For most integrations, installation assistance costs a fixed amount of € 95, some € 195. If you decide not to continue with the integration after the trial period, we will not charge any fees. Schedule an installation appointment below and schedule it immediately.
Request installation assistance
Explanation of service level (SLA) subscriptions (Basic, Pro, Premium)
To provide you with excellent support in using our integration, 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.
View the different service levels here
7. FAQ (Frequently asked questions)
Frequently asked questions per platform
Frequently asked questions about Teamleader
Frequently asked questions about Twinfield
How often are the data synchronized?
This integration synchronizes fully automatically every two hours. You don't have to do anything for this. If a synchronization fails, this integration will try again in the next run. If the problems persist, we will notify you by email.
Are my data secure when using this integration?
We take the security of your data very seriously. We run our software in a Dutch data center and comply with all standards necessary to process your data securely. We do not store any data from your customers; we only exchange it between your connected packages.
Can you help me install this integration?
Absolutely 😀! If you don't have the time or if we have made it too complicated, no problem! We can install this integration for you. We charge one-time installation costs for this. If you decide not to use the integration after all, we will refund this amount.
Do I need to enter payment details to install this integration?
No, it is not necessary to enter payment details during the trial period. If you decide to continue using the integration after the trial period, you will receive timely information on how to order the integration.
What is the notice period for this integration?
All our integrations have a notice period of 1 month. So you are not tied to long terms. Any remaining amount for an annual subscription will of course be refunded to your account.