Getting started: What data can I import?

Before you started using Teamleader Focus, you probably already collected plenty of documents and other data; invoices, ongoing deals, timesheets, etc. Instead of losing time importing them manually, most of these can be imported into your Teamleader Focus account via bulk actions.

Do you prefer to watch our instructive video first? You can do so right here:

To do an import, you'll need an Excel or CSV-file. Fair enough, but what data can be imported? By whom? And what are the requirements for the file itself? You'll find out in the table below.

The table lets you know:

Whether a certain module can be imported via Teamleader Focus or via the API
Whether the import can only generate new items or also update existing ones
- If the import can't update existing items, then it's still possible to manually change imported items afterwards
Who executes the import: our Support-team, the customer or a partner
What fields the import file can & should contain

	Via CSV	Via CSV	Via CSV	Via CSV	Via API	Via API	Via API
Module	Import via Teamleader Focus CSV import	Possibility to update via CSV import	Who imports?	Fields to import	Import via API	Possible to update via API	Fields to import
Tasks	No				Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Meetings	No				Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Calls	Yes	No	Support	How to: Importing calls into Teamleader Focus	Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Companies & Contacts	Yes	Yes	Customer	How to: importing contacts and companies to Teamleader Focus	Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Deals	Yes	No	Support	How to: importing deals into Teamleader Focus	Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Orders	No				No
Order confirmations	No				No
Delivery notes	No				No
Projects	No				Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Outgoing invoices (revenue)	Yes	No	Support	How to: importing invoices into Teamleader Focus	Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Subscriptions	Yes	No	Support	How to: Importing subscriptions to Teamleader Focus	Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Credit notes	No				No
Expenses (incoming invoices, credit notes or receipts)	No				No
Tickets	No				Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Products	Yes	Yes	Customer	How to: Importing products into Teamleader Focus	Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Timesheets	Yes	No	Support	How to: Importing time tracking into Teamleader Focus	Yes	Yes, by Onboarding € / partner € / your own IT colleague	Link
Activities	Yes	No	Support	How to: Importing activities into Teamleader Focus	Yes (only notes and email tracking)	Yes, by Onboarding € / partner € / your own IT colleague	Link