Keep Teamleader and Exact Online updated automatically.
Teamleader is where you manage your deals, quotations, companies and projects in the Netherlands and Belgium, but your real accounting runs in Exact Online, with journals, ledger accounts, relations and VAT codes. Then you want a won deal or accepted quotation to land as a sales invoice in Exact by itself instead of retyping it. Schakel reads your Teamleader deals and turns every won deal into a sales invoice in Exact Online, on the sales journal you assign, with the company as a relation and the quotation lines as invoice lines.
What travels across the link
Everything this connector moves between Teamleader and Exact Online, and how often.
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Won deal or quotation as sales invoice
A won deal or accepted quotation in Teamleader becomes a sales invoice in Exact Online, in the sales journal you choose, with the quotation lines as invoice lines and the deal reference attached.
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Company as a relation
The Teamleader company is found in Exact by name, email or VAT number or created as a relation, with the contact person attached, so the invoice sits with the right debtor without duplicate relations.
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VAT code for the Netherlands and Belgium
Based on the country and VAT number each line gets the right VAT code, including Belgian rates and reverse charge for cross-border sales, ready for your return in Exact.
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Products and services as invoice lines
The products and services on the deal come through as separate invoice lines, with quantity and price, and are booked to the ledger account you link to them, so your revenue in Exact is split out.
What Teamleader to Exact Online saves you
- A won deal or quotation in Teamleader becomes a sales invoice in Exact by itself.
- Companies arrive as relations, with VAT number, without duplicates.
- VAT codes are right for the Netherlands and Belgium, including reverse charge.
- You keep your accounting in Exact, without retyping deals.
Setting it up
- 01
Connect Teamleader
You grant Schakel access to your deals, quotations and companies through the Teamleader integration. Your Teamleader setup stays unchanged.
- 02
Grant access to Exact Online
You authorise Schakel through Exact Online and pick the administration the invoices should land in. Your password is never asked for or stored.
- 03
Set trigger, journal and codes
You decide whether a won deal or accepted quotation invoices, the sales journal and how your products and VAT codes map to ledger accounts.
- 04
Check and let it run
You see the first invoices in an overview before they are final. Once it looks right, the rest runs by itself in Exact.
What you need
- A Teamleader account you administer. You grant Schakel access once through Teamleader itself.
- An Exact Online account with rights on the administration you want linked. You grant Schakel access once through Exact itself.
Where it runs
On app.schakel.app, with your own Schakel account. No webshop required.
Request this connector: tell us what you need and we reply within 24 hours.
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Teamleader and Exact Online is one of many. Pick two systems and see what travels between them.
Common questions
Is the Teamleader to Exact Online connector available?
Request this connector and get access. You let us know you want to link Teamleader to Exact Online, and we make sure you can get started. You hear from us within 24 hours.
Do you invoice on a won deal or on a quotation?
You choose. You can have a won deal or an accepted quotation create the sales invoice in Exact, whichever fits your process.
Does this handle Belgian VAT codes in Exact?
Yes. Based on the country and VAT number the right VAT code is set, including Belgian rates and reverse charge for cross-border sales.
Do duplicate relations appear in Exact?
No. The company is found by name, email or VAT number. Only without a match does Schakel create a new relation.
Do I keep working in Teamleader?
Yes. Your sales process stays in Teamleader, Schakel only makes sure won deals are booked as a sales invoice in Exact.
Can you connect Teamleader to Exact Online?
Yes. Schakel connects through the official APIs of Teamleader and Exact Online, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Exact Online?
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 Exact Online?
Yes. Commission, shipping and other fee types each land on their own ledger account in Exact Online, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what Teamleader and Exact Online 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.