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Teamleader Orbit is an all-in-one software for marketing agencies, digital agencies and IT companies with 20 to 1000 Employers. The software includes several features such as customer and quote follow-up and project management. It helps your agency to balance a high-level overview with deep business insights to get real information about the health of your projects and your company. Peliqan offers a simple method to retrieve selective structured reports from Teamleader Orbit. This article provides you an overview to get started with the Teamleader Orbit connector in Peliqan. Please contact support if you have any additional questions or remarks.

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Fetching Report Names

Peliqan enables you to connect to reports on Teamleader and activate the data. Follow the steps to get Report names.
  1. Login to Teamleader Orbit domain account.
  2. On Left pane, Navigate to Reporting.
  3. Click on My Reports to get list of all the Reports.
TeamLeader Orbit My Reports page

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Connecting Teamleader Orbit in Peliqan

Peliqan connects to Teamleader Orbit through Basic Authentication which requires your account TeamLeader Orbit E-mail and Password.

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Authentication

  1. Please provide Teamleader orbit E-mail account as “Username” and related password in “Password” field.
  2. Provide full Teamleader orbit account domain present in the URL.
  3. Provide list of comma separated list of report names to sync.
  4. Once filled, click on Save. Data will start to sync-in.
Teamleader Orbit authentication form in Peliqan

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Teamleader Orbit data sync to a data warehouse

Peliqan offers an out of the box data warehouse. Optionally the user can choose to sync Orbit data to their own data warehouse such as Snowflake, Google BigQuery, MS SQL etc.
The Peliqan Enterprise subscription tier includes a BigQuery DWH setup. Please contact sales@peliqan.io for more information.
Data will be synced to the chosen data warehouse and made available through the Peliqan UI for exploration. TeamLeader Orbit data in Peliqan gridview With the Peliqan federated query engine, queries on the Teamleader data can be written and data can be transformed and combined with other sources. Peliqan SQL query on TeamLeader Orbit data

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Need further help

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