Connect OneBob to Lexware Office to synchronize customers, products, and automatically create quotations and invoices from your deals.
10 min read
Overview
The Lexware Office integration connects your CRM data with your accounting software. Once set up, you can sync data bidirectionally and create documents directly from OneBob:
Sync customers and products between OneBob and Lexware Office
Create quotations from open deals and invoices from won deals
Track sync status and access documents via deep links to Lexware
Setup time: 10-15 minutes. Requires a Lexware Office account and a Professional or Enterprise plan.
Before You Begin
You need admin access in OneBob.
You need a Lexware Office (lexoffice) account with API access enabled.
The Lexware integration is available on Professional and Enterprise plans.
Have your Lexware API key ready. You can generate one in your Lexware Office account under Developer settings.
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Step 1: Connect Your Lexware Account
Link your Lexware Office account to OneBob using your API key:
1In OneBob, go to Settings → Lexware.
2Enter your Lexware Office API key in the connection field.
3Click Connect to verify the connection.
4A green success message confirms that OneBob can communicate with your Lexware account.
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Step 2: Import Contacts from Lexware
Pull existing contacts from Lexware Office into OneBob:
1On the Lexware settings page, find the Import Contacts section.
2Click Import to fetch all contacts from Lexware.
3Imported contacts are created as customers in OneBob with their Lexware ID linked.
4Existing customers with matching Lexware IDs are updated rather than duplicated.
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Step 3: Import Articles from Lexware
Pull your product catalog from Lexware Office:
1On the Lexware settings page, find the Import Articles section.
2Click Import to fetch all articles from Lexware.
3Articles are created as products in OneBob with prices and descriptions.
4Products with existing Lexware IDs are updated automatically.
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Step 4: Sync Customers to Lexware
Push customer data from OneBob to Lexware Office:
1Open any customer detail page in OneBob.
2Click the Sync to Lexware button.
3The customer is created or updated in Lexware Office with all relevant fields.
4The Lexware contact ID is saved for future syncs and deep linking.
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Step 5: Sync Products to Lexware
Push products from OneBob to Lexware Office:
1Open any product detail page in OneBob.
2Click the Sync to Lexware button.
3The product is created or updated as an article in Lexware Office.
4Pricing and description data are synchronized automatically.
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Step 6: Create Quotations & Invoices
Generate accounting documents directly from your deals:
1Open a deal in OneBob that has line items and a linked customer.
2For open deals, click Create Quotation to generate a quote in Lexware Office.
3For won deals, click Create Invoice to generate an invoice in Lexware Office.
4A deep link is added to the deal's activity log so you can view the document directly in Lexware.
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Step 7: Review the Sync Log
Monitor all synchronization activity:
1Go to Settings → Lexware and scroll to the Sync Log section.
2The log shows all sync operations with timestamps, status, and details.
3Failed syncs display error messages to help you diagnose issues.
4Activity log entries are also visible on individual deal and customer pages.
Tips & Best Practices
Sync customers before creating documents: ensure the customer exists in Lexware before generating a quotation or invoice to avoid errors.
Keep products in sync: sync products to Lexware before creating documents so line items match your article catalog.
Use deep links: after creating a document in Lexware, click the link in the deal's activity log to view or edit it directly in Lexware Office.
Check the sync log regularly: review the log on the Lexware settings page to catch any failed sync operations early.
API key security: treat your Lexware API key like a password. Only admins can view and change the integration settings.
Need Help?
If you need assistance setting up the Lexware integration or encounter sync issues, our support team is here to help.
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