Migrate your Teamleader data

Teamleader treats Contacts and Companies as distinct but related objects. Both support custom fields via the customFieldDefinitions.list endpoint scoped to the 'contact' and 'company' contexts. We migrate both object types with their associations intact, preserving linked Company on Contact records.

Deals are the core sales object in Teamleader, organized into Pipelines with configurable Stages. Custom fields on Deals are accessible via the 'deal' context. We map Deals with their Pipeline and Stage assignments, and preserve the number of Pipelines allowed per tier during import.

Projects in Teamleader contain Milestones and are the primary container for work tracking. Custom fields are defined under the 'project' context. We migrate Projects with their linked Milestones and preserve project-level custom field values and assignee data.

Milestones are sub-objects of Projects, carrying due dates, budgets, and custom fields. We treat Milestones as child records during migration, sequencing them after parent Projects and remapping Project IDs to the new destination identifiers.

Teamleader generates Invoices from time entries, quotation lines, or manually. The invoice object carries line items, tax codes, payment status, and QR-code payment data. We preserve invoice headers and line items, but payment gateway status and reminders reset on import since these are stateful system features.

Subscriptions represent recurring billing relationships with a defined periodicity and pricing. Custom fields on Subscriptions use the 'subscription' context. We migrate Subscription records with their recurrence rules and linked Products, though the automated billing schedule will need to be reactivated in the destination.

Products define the catalog items used in Quotations, Invoices, and Subscription line items. Custom fields are defined under the 'product' context. We migrate the full product catalog including pricing, cost, and custom attribute values.

Tickets in Teamleader represent customer support requests with a status workflow, assignee, and linked Company or Contact. Custom fields on Tickets use the 'ticket' context. We migrate ticket threads with conversation history and custom field values intact.

Quotations are the proposal object preceding Deals or Invoices. They support expiry dates and margin calculation on the GROW and FLOW tiers. We migrate Quotations with their line items, pricing, and linked Deal or Product associations.

Time Entries are logged against Projects or Tasks and can be billed through Invoices. We migrate time records with user assignment, duration, billable flag, and project linkage. The linked Project and Task IDs are remapped to destination identifiers.

Activities in Teamleader include Tasks, Meetings, and Phone calls, each with an owner, due date, and optional linked Contact or Deal. We migrate the activity record types but note that Calendar sync state and attendee confirmations do not transfer as they are tied to the native calendar integration.

Teamleader exposes custom field definitions via the customFieldDefinitions.list API with per-context scoping (contact, company, deal, project, milestone, product, invoice, subscription, ticket). We enumerate all custom field definitions during scoping and apply field-level mapping to destination properties, handling field type differences such as dropdown options and multi-select behavior.