Keep Exact Online and Teamleader updated automatically.
This connector fixes that, and we build it on request: what happens in Exact Online lands in Teamleader by itself, in the shape Teamleader expects. Tell us what you need and we agree exactly what should travel.
What this connector takes off your hands
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Today you create contacts and deals by hand, first searching whether someone already exists so you do not add a duplicate. Everyone skips that search sometimes, and then there are two.
What Exact Online to Teamleader saves you
- Record every invoice you send from Exact Online against the right customer in Teamleader.
- Record a Exact Online invoice going overdue against the right customer in Teamleader.
- Record every paid Exact Online invoice against the right customer in Teamleader.
What travels across the link
Everything this connector moves between Exact Online and Teamleader, and how often.
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Contacts
to Teamleader automaticallyThe person or company lands on the right contact in Teamleader, found by email, so you create nothing twice.
What each side expects
Exact Online and Teamleader do not describe the world the same way. This is what has to line up.
Teamleader
Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.
Setting it up
- 01
Request the connector
Let us know you want to link Exact Online to Teamleader. We get in touch within 24 hours with a timeline.
- 02
We agree what should travel
Together we settle what should travel out of Exact Online. Teamleader wants to know whether this is a company or a person, and hangs deals and invoices off that contact. Deduplication in practice runs on the email address, so that field has to be filled.
- 03
We build and test
You see the connector run on a few test records before anything becomes final.
What you need
- An Exact Online account with rights on the administration you want linked. You grant Schakel access once through Exact itself.
- A Teamleader account you administer. You grant Schakel access once through Teamleader itself.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
We build this connector on request. Tell us what you need and we reply within 24 hours.
Common questions
Can you connect Exact Online to Teamleader?
Yes. Schakel connects through the official APIs of Exact Online and Teamleader, so you install nothing on your own server and nothing travels outside those two parties.
Does the connector prevent duplicate contacts in Teamleader?
Yes. Contacts are matched by email, so an existing customer in Teamleader is updated rather than a second one appearing.
Which contact in Teamleader does the information from Exact Online land on?
The contact that matches on email. If it does not exist yet, it is created with the details that come across from Exact Online.
What does connecting Exact Online and Teamleader cost?
You start free and only pay once the connector is really running. After that the same tiers apply as for any other connector, based on how much runs through it each month.
How often does Exact Online sync with Teamleader?
That depends on your tier: hourly on the free tier up to real time on the unlimited tier. You can always start a sync yourself as well.
What if Exact Online or Teamleader is briefly unavailable?
Nothing gets lost. Schakel retries later and the log shows exactly what happened, so at most you notice something coming through a little later.
How do I connect Exact Online to Teamleader?
You give Schakel access to Exact Online and Teamleader once and pick what should travel. We set it up together with you, so no technical knowledge is needed, and after that it runs by itself.
Is my Exact Online data safe in this connector?
Your credentials are stored encrypted and we only process what is needed to update Teamleader. We sell nothing on and comply with the GDPR.
Missing something you need?
Tell us what Exact Online and Teamleader should do for you. If it is not in here yet, that is usually because nobody has asked. We build on request and we reply within 24 hours.