Teamleader

Description

Google Calendar

This link works in two directions: when you choose to sync with Google Calendar you can select the different agenda's from which you wish to retrieve data, and you can select to which agenda you wish to export your Teamleader planning. Items that are synced from Google Agenda will appear as a gray square in Teamleader (for privacy reasons). You can convert them to meetings or tasks.

The synchronisation also works in both directions: changes that are made in Google Calendar or Teamleader will both be synchronised. This synchronisation runs in the background every half hour, or you can manually run the sync by clicking the synchronisation symbol in your Teamleader planning.

Google Contacts

The Google Contacts synchronisation is restricted to one way only: from Teamleader to your Google Contacts. A new group called "Teamleader" will be created into which all of your Teamleader contacts (not companies) will be exported. Extra info will be provided (such as a related company). Changes you make to those contacts in Google will not be synchronised to Teamleader. If you want to maintain the changes to your contacts, you have to edit them in Teamleader. This synchronisation runs every hour and can not be activated manually.

To be able to use the synchronisation, you have to have export rights activated in your account settings.

Google Drive

The Teamleader link with Google Drive is available for the modules Contacts, Companies, Projects, Meetings and Products. The link works in the same way for each one of the modules. For this example, we will only use Companies.

As soon as you have activated the link with Google Drive, a folder will be created in your Drive named 'Teamleader'. This is the folder that is linked to your Teamleader account. The synchronisation has no effect on other folders in your Google Drive. Every company you sync with in Teamleader will appear in this folder with the related company name.