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Teamleader Focus - Getting started in Peliqan

Teamleader Focus - Getting started in Peliqan

Teamleader is a cloud-based software platform designed to streamline project management, CRM, and invoicing for small to medium-sized businesses. By integrating various business processes into a single interface, Teamleader enhances productivity and simplifies workflow management.

This article provides an overview to get started with the Teamleader connector in Peliqan. Please contact support if you have any additional questions or remarks.

Contents

Connect

In peliqan, go to Connections, click on Add new. Find Teamleader in the list and select it. Click on the Connect button. This will open Teamleader and allow you to authorize access for Peliqan. Once that is done, you will return to Peliqan.

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Explore & Combine

Wait a few minutes for the data to start syncing. Now you can view your Teamleader data in tables in Peliqan’s built-in data warehouse (or in your own DWH if you connected e.g. SQL Server, Snowflake, Redshift or BigQuery).

Select “Explore” in the left navigation pane, expand “Data warehouse” in the left tree and click on Teamleader. All tables from Teamleader will now be shown.

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You can explore the data in the gridview, and you can write SQL queries to transform the data and to combine the data from Teamleader with data from other sources.

Activate

You can use Peliqan’s low-code Python scripts to interact with Teamleader using the Teamleader API. With a single line of code, you can for example add or update a contact, company or invoice in Teamleader.

In Peliqan, click on “Build” in the left navigation pane. Now add a new “App” or Python script.

In the right pane, expand the “Connected SaaS APIs”, and expand Teamleader. You will now see the available functions to interact with Teamleader. Click on a function to insert it into your script.

Example to add a company in Teamleader:

teamleader_api = pq.connect('Teamleader')
company = {
    "name": "ACME",
    "website": "http://example.com"
}
teamleader_api.add('company', company)

Custom fields

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Custom fields are automatically added in some tables such as Companies, Contacts and Projects, but not in other tables such as Invoices or Tasks. For those tables, use the below custom script which fetches the records of a given table one by one including their custom fields.

Example script to sync Teamleader custom fields:

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Click here to expand the script

Need further help

Please contact our support for any further assistance via support@peliqan.io.