KPL-1206
Teamleader Jortt

Keep Teamleader and Jortt updated automatically.

Today you keep your own track of new leads and deals and pass that on wherever it is needed. This connector fixes that, and we build it on request: what happens in Teamleader lands in Jortt by itself, in the shape Jortt expects. Tell us what you need and we agree exactly what should travel.

Contacts
The problem

What this connector takes off your hands

  • Today you keep your own track of new leads and deals and pass that on wherever it is needed.

  • Today you type the postings in by hand, pick the right account and VAT rate per line, and check afterwards whether it reconciles.

What you get out of it

What Teamleader to Jortt saves you

  • Book every new lead in Teamleader straight into Jortt.
  • Book a deal changing stage in Teamleader straight into Jortt.
  • Book every deal won in Teamleader straight into Jortt.
The link

What travels across the link

Everything this connector moves between Teamleader and Jortt, and how often.

  1. Contacts

    to Jortt automatically

    The customer is recorded as a contact in Jortt or reused by email, so no duplicate relation appears.

Both sides

What each side expects

Teamleader and Jortt do not describe the world the same way. This is what has to line up.

Jortt

An accounting package wants to know, per line, which ledger account and VAT rate apply, and wants the customer on file as a relation.

In four steps

Setting it up

  1. 01

    Request the connector

    Let us know you want to link Teamleader to Jortt. We get in touch within 24 hours with a timeline.

  2. 02

    We agree what should travel

    Together we settle what should travel out of Teamleader. An accounting package wants to know, per line, which ledger account and VAT rate apply, and wants the customer on file as a relation.

  3. 03

    We build and test

    You see the connector run on a few test records before anything becomes final.

What you need

  • A Teamleader account you administer. You grant Schakel access once through Teamleader itself.
  • An administration you administer, plus clarity on the ledger account you want used.

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 Teamleader to Jortt?

Yes. Schakel connects through the official APIs of Teamleader and Jortt, so you install nothing on your own server and nothing travels outside those two parties.

Which VAT rate do my sales get in Jortt?

The rate is set per line: 21%, 9% or 0%. Sales to Belgium and other EU countries get the rate of the destination country, ready for your OSS return.

Are commission and fees booked separately in Jortt?

Yes. Commission, shipping and other fee types each land on their own ledger account in Jortt, rather than in one lump sum, so your margin stays readable.

Which details of an Teamleader contact travel to Jortt?

The details you pick when setting it up, such as name, company, email and the fields you need, so Jortt has enough without needless noise.

What does connecting Teamleader and Jortt 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 Teamleader sync with Jortt?

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 happens to a return or refund in Jortt?

A return becomes a credit invoice in Jortt for the amount actually refunded, not for the whole order, so nothing needs correcting afterwards.

What if Teamleader or Jortt 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.

Missing something you need?

Tell us what Teamleader and Jortt 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.