Keep Teamleader and Moneybird updated automatically.
Teamleader is where you manage your deals, quotations and companies in the Netherlands and Belgium, but many entrepreneurs keep their real accounting in Moneybird. Then you want a won deal or accepted quotation to land in Moneybird by itself instead of retyping it. Schakel reads your Teamleader deals and turns every won deal into a Moneybird invoice, with the company as a contact and the quotation lines as invoice lines.
What travels across the link
Everything this connector moves between Teamleader and Moneybird, and how often.
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Won deal or quotation as invoice
A won deal or accepted quotation in Teamleader becomes a Moneybird sales invoice, with the quotation lines as invoice lines and the deal reference attached.
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Company and contact person
The Teamleader company is found in Moneybird by name or email or created as a contact, with the contact person and VAT number attached.
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VAT and reverse charge, also for Belgium
Based on the country and VAT number the right rate is set per line, including reverse charge and Belgian rates, ready for your return.
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Products as invoice lines
The products and services on the deal come through as separate invoice lines, with quantity and price, so the Moneybird invoice is as itemised as in Teamleader.
What Teamleader to Moneybird saves you
- A won deal or quotation in Teamleader becomes an invoice in Moneybird by itself.
- Companies arrive as contacts, with VAT number, without duplicate relations.
- VAT works correctly for the Netherlands and Belgium, including reverse charge.
- You keep your accounting in Moneybird, 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 Moneybird
You authorise Schakel through Moneybird and pick the administration the invoices should land in. Your password is never asked for or stored.
- 03
Set the trigger and the mapping
You decide whether a won deal or an accepted quotation creates the invoice and map your products and VAT rates to the right 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.
What you need
- A Teamleader account you administer. You grant Schakel access once through Teamleader itself.
- A Moneybird administration you administer, plus clarity on which ledger account you want this revenue booked to.
Not sure how to get those keys? Step by step:
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.
Related connections
Connect a different pair
Teamleader and Moneybird is one of many. Pick two systems and see what travels between them.
Common questions
Is the Teamleader to Moneybird connector available?
Request this connector and get access. You let us know you want to link Teamleader to Moneybird, 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 invoice in Moneybird, whichever fits your process.
Does this handle Belgian VAT?
Yes. Based on the country and VAT number the right rate is set, including Belgian rates and reverse charge for cross-border sales.
Do duplicate contacts appear in Moneybird?
No. The company is found by name, email or VAT number. Only without a match does Schakel create a new contact.
Do I keep working in Teamleader?
Yes. Your sales process stays in Teamleader, Schakel only makes sure won deals are booked in Moneybird.
Can you connect Teamleader to Moneybird?
Yes. Schakel connects through the official APIs of Teamleader and Moneybird, so you install nothing on your own server and nothing travels outside those two parties.
Which VAT rate do my sales get in Moneybird?
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 Moneybird?
Yes. Commission, shipping and other fee types each land on their own ledger account in Moneybird, rather than in one lump sum, so your margin stays readable.
Missing something you need?
Tell us what Teamleader and Moneybird 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.