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.


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 let's you know:

  • Whether a certain module can be imported
  • Whether the import can only generate new items or also update existing ones
  • Who executes the import: our Support-team or the customer
  • What fields the import file can & should contain


Module
Possibility to importPossibility to updateWho's in charge?Fields to be imported
TasksNo


MeetingsNo


Calls
YesNoSupport
How to: Importing calls into Teamleader Focus
Companies & Contacts
YesYesCustomerHow to: importing contacts and companies to Teamleader Focus
Deals
YesNoSupport
How to: importing deals into Teamleader Focus
Orders    No


Order confirmationsNo


Delivery notesNo


ProjectsYesNoSupport
How to: importing projects into Teamleader Focus
InvoicesYesNoSupport
How to: importing invoices into Teamleader Focus
SubscriptionsYesNoSupport
How to: Importing subscriptions to Teamleader Focus
Credit notesNo


Tickets
No


ProductsYesYesCustomerHow to: Importing products into Teamleader Focus
Timesheets
YesNoSupport
How to: Importing time tracking into Teamleader Focus
Activities
YesNoSupport
How to: Importing activities into Teamleader Focus