sevdesk is a popular cloud-based accounting and invoicing software in Germany and other European countries. Cobot's 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 and add your Booking Accounts under Settings » Accounting » Booking accounts.
A booking account is an accounting category used to classify and record financial transactions. It tells sevdesk what type of income or expense a transaction belongs to so it can be posted correctly in your financial reports.
Booking accounts are called accounting codes in Cobot. Set these up under Setup » Accounting Codes. Name them to match your Booking accounts in sevdesk.
Now it's time to connect them! In Cobot, go to Add-ons » Available Add-ons » sevdesk » visit add-on » Mit Cobot anmelden (Register with Cobot).
If you are an admin of multiple spaces, choose the space you want to connect.
Find your API Token in sevdesk under Settings » User » click on your user name » copy the API Token, and add it here:
Set the Due Date for the Receipt to be the Cobot invoice date plus X days.
Integration Workflow
Once your integration is connected, the following workflow will take place:
When a new member is added to Cobot, a new contact is created in sevdesk.
The customer number created in sevdesk for a new contact is synced to the member profile in Cobot. Cobot uses this sevdesk customer number so your members have the same number in both systems.
Notification of this is posted to your Cobot Dashboard activity feed.
When a new invoice is created in Cobot, a Receipt is created in sevdesk.
The Receipt is assigned to the contact matching the customer number of the invoice. If no contact is found, the Receipt is tagged as “mismatch.”
Invoice items are assigned to a Booking account on sevdesk.
This only works when the accounting code in Cobot matches a Booking account in sevdesk. If no matching booking account exists, the invoice cannot be synced and an activity message will be posted to the Cobot invoice.
IMPORTANT NOTES
Edits to existing invoices do NOT sync. We recommend contacting Cobot support to turn off invoice editing by admins to ensure accurate accounting.
⚙️
Want to make the most of what’s under the hood?
Discover and optimize Cobot with expert setup help.