sevDesk is a popular accounting software in Germany. Our integration allows you to synchronize members and customer numbers, making accounting a breeze.
This guide will cover:
Setting Up the Integration
Set up your sevDesk account.
Set up your accounting codes in Cobot and match them to your Buchungskonto-Nummer in sevDesk.
Send Cobot support your sevDesk API token to complete the set-up. We will notify you once complete.
That's it! Once activated, it runs seamlessly in the background.
Integration Workflow
Once your integration is connected, the following workflow will take place:
When a new member added to Cobot, a new contact is created in sevDesk.
The unique member number created in sevDesk when a new contact is created is synched to the member profile in Cobot.
Notification of this is posted to your Cobot Dashboard activity feed.
When a new invoice is created in Cobot, the data is synched to sevDesk as a Beleg.
The Beleg is assigned to the contact matching the customer number of the invoice. If no contact is found, the Beleg is tagged as “mismatch.”
Invoice items are assigend to a Buchungskonto on sevdesk.
This will only happen when the accounting code in cobot matches the Buchungskonto-Nummer on sevDesk.
Edits to existing invoices do NOT synch. We recommend contacting Cobot support to turn off invoice editing by admins to ensure accurate accounting.
IMPORTANT NOTES
Contact support if you would like the following actions:
Have the Beleg assigned to a Kostenstelle
Set the pay date of the Beleg to be the Cobot invoice date + X days
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