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# How To Integrate TeamLeader

## TABLE OF CONTENTS

* [1) Description](#1)-Description)****
* [2) Entities](#2)-Entities)
* [3) Steps](#3)-Steps)
* [Step 1: Select the Teamleader Integration](#Step-1%3A-Select-the-Teamleader-Integration)
* [Step 2: Enter the Integration Name](#Step-2%3A-Enter-the-Integration-Name)
* [Step 3: Obtain your Client ID and Client Secret](#Step-3%3A-Obtain-your-Client-ID-and-Client-Secret)
* [Step 4: Enter your Client ID and Client Secret](#Step-4%3A%C2%A0Enter-your-Client-ID-and-Client-Secret)
* [**Step 5:** Authorization](#Step-5%3A%C2%A0AuthorizationTo-Authorize-Sync-Spider-to-access-your-Teamleader-data,-please-follow-the-steps-below.1.-Press-the-Login-Button-%3A)

---
## 1) Description

Teamleader is a cloud-based customer relationship management solution that caters to SMBs and larger growing companies. Key features of the solution include stand-alone sales automation, customer service and support, a help desk, web self-service, and live chat.

Users can organize their sales contacts, house vital documents, and analyze the pipeline through a unified database. A calendar feature is available to set appointments and follow-up reminders. Teamleader is equipped with ticketing, project management, and employee performance reporting as well.

---
## 2) Entities

| Source | Target |
| --- | --- |
| List Users | Add Contact |
| List Teams | Add Company |
| List Departments | Add Deal – Contact |
| List Contacts | Add Event |
| List Companies | Add Product |
| List Business Types | Add Project – Contact |
| List Addresses | Add Participant to Project |
| List Deals | Add Task – Contact |
| List Deals Phase | Add Deal – Company |
| List Events | Add Project – Company |
| List Activity Types | Add Task – Company |
| List Invoices |  |
| List Credit Notes |  |
| List Tax Rates |  |
| List Payment Terms |  |
| List Products |  |
| List Projects |  |
| List Milestones |  |
| List Tasks |  |
| List Time Tracking |  |
| List All Custom Fields |  |
| List Work Types |  |

---
## 3) Steps

### Step 1: Select the Teamleader Integration

Either while **Creating a Task** or in the **Integrations** menu.

Enter the name of the integration in the search bar.

![](https://storage.crisp.chat/users/helpdesk/website/-/6/7/b/a/67ba1a76aaee9800/32cbb7e0-05bb-4feb-82b0-5dc83f_rrx7pj.png)

### Step 2: Enter the Integration Name

Enter the Name of the Integration.

You can optionally also enter a description.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3088338976/original/AQFRe16tZxYD0CPg_UG-hAVOldRNCwo5Sw.png?1665819147)

###

### Step 3: Obtain your Client ID and Client Secret

**Note:** Before starting, you will need to register your integration (an OAuth 2 client) on the Teamleader Marketplace by following the link below:

[https://marketplace.focus.teamleader.eu/eu/en/build](https://marketplace.focus.teamleader.eu/eu/en/build)

Each registered integration is assigned a unique client_id and client_secret, which is used in the

**OAuth 2** authorization flow.

The client_secret key should not be shared or embedded in client-side code.

When you register an integration on [Marketplace](https://marketplace.focus.teamleader.eu/), it is required to select all _scopes_ your integration wants access to.

In order to build your Integration and obtain the client_id and cleint_secret, follow the steps below:

1. Press **Develop Your Integrations** button

![](https://storage.crisp.chat/users/helpdesk/website/-/1/f/a/5/1fa50c1b4d65bf00/e6281124-6a0f-4f48-9185-05c195_1eemqw5.png)

2. Name your Integration and fill in the additional information accordingly.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3088752492/original/-yufwZVobadhLg4P07drNVaIHM4gfvtx7A.png?1666362786)

3. Specify which type of data your integration needs to access.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/9/9/fe99d4ed5b6ed800/99319ba9-3382-4e06-9b68-35fd85_imxa40.png)

4. Press **Save**.

******Note:** Every Integration needs to be approved and public.

In case you are creating a new Integration, please press the '**Submit For Publication**' button.

![](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/3088887902/original/yna6WRgLzVOZtW6TxXi0hQ71mMw8VMLmOQ.png?1666609987)

### Step 4: Enter your Client ID and Client Secret
###

Copy the generated **client_id** and **client_secret** and insert them into the Integration window:

### 
### Step 5: AuthorizationTo Authorize Sync Spider to access your Teamleader data, please follow the steps below.1. Press the Login Button:2. Enter your Teamleader credentials:3. Authorize SyncSpider to access your Teamleader Focus modules:4. Press Finish.
### 
###

**Congratulations!**  Teamleader is now successfully integrated!

---

We hope that this covers everything. If you have any further questions or need additional clarification, please contact us via [[email protected]](/cdn-cgi/l/email-protection#60131510100f12142013190e031310090405124e030f0d) or our chat widget!