EN Login Sign Up
Features Pricing Knowledge Base Contact
EN
Login Sign Up
Knowledge Base Integration Guide

Lexware Office Integration

Connect OneBob to Lexware Office to synchronize customers, products, and automatically create quotations and invoices from your deals.

10 min read

The Lexware Office settings page with API key and sync options

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 Office

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 (formerly lexoffice) account with API access enabled.
  • The Lexware Office integration is available on Professional and Enterprise plans.
  • Have your Lexware Office API key ready. You can generate one in your Lexware Office account under Developer settings.
1

Step 1: Connect Your Lexware Office Account

Link your Lexware Office account to OneBob using your API key:

  1. 1In OneBob, go to Settings → Lexware Office.
  2. 2Enter your Lexware Office API key in the connection field.
  3. 3Click Connect to verify the connection.
  4. 4A green success message confirms that OneBob can communicate with your Lexware Office account.
2

Step 2: Import Contacts from Lexware Office

Pull existing contacts from Lexware Office into OneBob:

  1. 1On the Lexware Office settings page, find the Import Contacts section.
  2. 2Click Import to fetch all contacts from Lexware Office.
  3. 3Imported contacts are created as customers in OneBob with their Lexware Office ID linked.
  4. 4Contacts already imported with their Lexware Office ID are skipped automatically, never duplicated. A contact that matches an existing customer (by VAT ID, then email, then company name) is linked to that customer instead of creating a duplicate.
3

Step 3: Import Articles from Lexware Office

Pull your product catalog from Lexware Office:

  1. 1On the Lexware Office settings page, find the Import Articles section.
  2. 2Click Import to fetch all articles from Lexware Office.
  3. 3Articles are created as products in OneBob with prices and descriptions.
  4. 4Articles already imported with their Lexware Office ID are skipped automatically, never duplicated. An article that matches an existing product (by article number, then by name) is linked to that product instead of creating a duplicate.
4

Step 4: Sync Customers to Lexware Office

Push customer data from OneBob to Lexware Office:

  1. 1Open any customer detail page in OneBob.
  2. 2Click the Sync to Lexware Office button.
  3. 3The customer is created or updated in Lexware Office with all relevant fields.
  4. 4The Lexware Office contact ID is saved for future syncs and deep linking.
5

Step 5: Sync Products to Lexware Office

Push products from OneBob to Lexware Office:

  1. 1Open any product detail page in OneBob.
  2. 2Click the Sync to Lexware Office button.
  3. 3The product is created or updated as an article in Lexware Office.
  4. 4Pricing and description data are synchronized automatically.
6

Step 6: Create Quotations & Invoices

Generate accounting documents directly from your deals:

  1. 1Open a deal in OneBob that has line items and a linked customer.
  2. 2For open deals, click Create Quotation to generate a quote in Lexware Office.
  3. 3For won deals, click Create Invoice to generate an invoice in Lexware Office.
  4. 4A deep link is added to the deal's activity log so you can view the document directly in Lexware Office.
7

Step 7: Review the Sync Log

Monitor all synchronization activity:

  1. 1Go to Settings → Lexware Office and scroll to the Sync Log section.
  2. 2The log shows all sync operations with timestamps, status, and details.
  3. 3Failed syncs display error messages to help you diagnose issues.
  4. 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 Office before generating a quotation or invoice to avoid errors.
  • Keep products in sync: sync products to Lexware Office before creating documents so line items match your article catalog.
  • Use deep links: after creating a document in Lexware Office, 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 Office settings page to catch any failed sync operations early.
  • API key security: treat your Lexware Office API key like a password. Only admins can view and change the integration settings.
  • Group lines by product category: lines follow the order on the deal page. To group them by product category instead, turn on Group line items by product category under Settings → Lexware Office; the order comes from Settings → Product Categories, and a category Document text is printed as a text position above its group. Applies the next time a deal is exported, including when an existing document is exported again.
  • Show the article number: turn on Show article number under Settings → Lexware Office. Prints each product's Internal Order Number as the first line of the line item description ("Article no.: …"). Applies the next time a deal is exported, including when an existing document is exported again.

Need Help?

If you need assistance setting up the Lexware Office integration or encounter sync issues, our support team is here to help.

Contact Support

Streamline your accounting workflow

Start your free trial and connect OneBob to Lexware Office in minutes.

Start Free Trial