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A Teamleader Focus account is required to build integrations. If you don’t have one, create a free developer account from the Teamleader Marketplace build page.

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Create the integration in the Teamleader Dev Portal

Register an OAuth integration in the Teamleader Dev Portal, add the StackOne redirect URI and select the scopes the connector needs.

1

Sign in to Teamleader Dev Portal

Sign in to your Teamleader Dev Portal account with your Teamleader Focus credentials.

  • On the My Integrations page, click Create integration.
The My Integrations page in the Teamleader Dev Portal with the Create integration button highlighted
2

Name the integration

Enter a name in Integration name and click Create integration.

  • Integration name: StackOne Integration
  • Teamleader opens the integration’s settings page and generates the OAuth2 credentials.
The Create integration form with the Integration name field and the Create integration button highlighted
3

Add the redirect URI

In the 2. Oauth2 Credentials section, type the StackOne callback URL into Valid Redirect URIs and press Enter so it is added as an entry.

  • Valid Redirect URIs: the Callback URL from your Connector Profile
  • Teamleader rejects any redirect URI that does not exactly match an entry in this list.
The Oauth2 Credentials section with the Valid Redirect URIs and OAuth 2 scopes fields highlighted
4

Select the OAuth 2 scopes

Enables actions: Book A Draft Invoice, Cancel A Calendar Event, Create A Draft Invoice, Create A New Calendar Event, Create A New Company, Create A New Contact, Create A New Deal, Create A New Quotation, Create A New Task, Create A Ticket, Delete A Company, Delete A Contact, Delete A Deal, Delete A Quotation, Delete A Task, Delete An Invoice, Get A Single Calendar Event, Get A Single Company, Get A Single Contact, Get A Single Deal, Get A Single Department, Get A Single Invoice, Get A Single Quotation, Get A Single Task, Get A Single Ticket, Get A Single User, Get The Authenticated User, Get Unified Credentials, Get Unified Group, Get Unified Organization, Get Unified User, List Activity Types, List Calendar Events, List Companies, List Contacts, List Deal Sources, List Deals, List Departments, List Invoices, List Quotations, List Tasks, List Tax Rates, List Teams, List Ticket Statuses, List Tickets, List Unified Groups, List Unified Organizations, List Unified Users, List Users, List Work Types, Mark Deal As Lost, Mark Deal As Won, Mark Quotation As Accepted, Mark Task As Complete, Register A Payment For An Invoice, Send A Quotation, Send An Invoice, Update A Calendar Event, Update A Company, Update A Contact, Update A Deal, Update A Draft Invoice, Update A Quotation, Update A Task, Update A Ticket

In OAuth 2 scopes, select every scope listed below. Teamleader access tokens only include the scopes selected on the integration, so a scope left out here cannot be granted when an account connects.

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Save the integration and copy the credentials

Save the integration, then copy the Client ID and Client Secret into the StackOne Connector profile.

1

Fill in the descriptions

Scroll to the 3. Marketplace section and fill in Short description and Long description. Both are required to save the integration.

  • Short description: Integration with StackOne
  • Long description: Integration with StackOne
  • The other fields in 1. General information and 3. Marketplace are only needed if you publish the integration on the Marketplace.
The Marketplace section with the Short description and Long description fields highlighted
2

Save the integration

Click Save changes at the bottom of the page. Teamleader confirms with Integration has been successfully updated!

  • Save & Request Marketplace publication submits the integration for a public Marketplace listing, which StackOne does not need.
The bottom of the integration settings page with the Save changes button highlighted
3

Copy the Client ID and Client Secret

Scroll back to 2. Oauth2 Credentials and copy both values into the StackOne Connector profile.

  • Client ID — the public identifier of your integration. Click the copy icon next to it and paste it into the Client ID field in the StackOne Connector profile.
  • Client Secret — the private key for your integration. Click the eye icon to reveal it, then click the copy icon and paste it into the Client Secret field in the StackOne Connector profile.
  • Keep the Client Secret private and store it securely for use later.
The Oauth2 Credentials section with the Client ID and Client Secret copy icons highlighted and both values redacted

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Creating the StackOne Connector Profile

To create the Connector Profile in StackOne for Teamleader Focus:
1

Open the connector

Log in to StackOne, open Connectors, and select Teamleader Focus.
2

Choose actions and events

  • Click Add Profile.
  • If the connector offers more than one authentication method, set the Auth Method filter to OAuth 2.0.
  • Select the actions, and any events, to enable for this Connector Profile.
  • Click Continue.
3

Set up authentication

  • Select Authentication Type as OAuth 2.0.
  • Fill out the fields using details retrieved from your provider:
    • Client ID
    • Client Secret
  • Click Create Profile.
Congratulations! The new Connector Profile now shows up on the connector page. If you created it as a project member rather than an admin, it starts disabled until a project admin enables it. You can now continue to Link Accounts for Teamleader Focus.