Shopify for Teamleader

Supported workflows

Each order is automatically converted into an invoice.

Convert your orders into estimates, with draft, validation and signing.

Refunds automatically generate a credit note linked to the original invoice.

Customers are created or reconciled automatically by email.

Payments collected on your store are recorded against the document.

Send finalized invoices to your customers by email automatically.

To complete the setup you need both a Shopify account and a Teamleader Focus account.

Add the connector to the Shopify store of your choice, then open the Teamleader connector settings.

Click Connect Teamleader. You are redirected to Teamleader to authorize access to your account.

Once you approve, you are sent back to the app automatically — the connection is live, and there are no keys to copy.

Authorization uses OAuth: your Teamleader credentials are never shared with the app. You can revoke access at any time from your Teamleader account.

Choose how your orders become Teamleader documents:

Order → Invoice: the invoice is created, then booked automatically
Draft order → Quotation: a quotation is created and attached to a deal
Refund → Credit note: the credit note is generated from the original invoice

To keep the workflows running, start your trial and then pick the plan that matches your order volume.

Conversions run in near real time (a few minutes at most).

Existing Teamleader customers are matched by VAT number (companies) or email (contacts)
VAT is taken from Shopify and mapped to the matching tax rate of your Teamleader department
Shipping costs are added as a document line

You can change the connector settings at any time.

Once you're happy, you can book your invoices and even email them to your customers straight from Teamleader.

For more details on the Teamleader Focus API, see: