SevDesk Integration

Overview

The SevDesk integration connects your CRM data with your accounting software. Once set up, you can:

Import contacts and parts from SevDesk into OneBob
Push customer and product changes from OneBob to SevDesk
Create orders from open deals and invoices from won deals automatically

Before You Begin

You need admin access in OneBob.
You need a SevDesk account with an API token that grants access to contacts, parts, orders, and invoices.
The SevDesk integration is available on Professional and Enterprise plans.
A tenant can only use one accounting integration at a time. Disconnect Lexware first if it is currently active.

Setup

1

Connect your SevDesk account

In OneBob, go to Settings -> SevDesk. Enter your SevDesk API token and click Test Connection. The token is only stored after a successful test, so a wrong value cannot overwrite a working credential.

2

Configure tax settings

Toggle Kleinunternehmer if you operate under §19 UStG. Pick a default tax type (standard, EU intra-community, or non-EU export) that applies to deals without an explicit override.

3

Enable the integration

Flip the master toggle to Enable SevDesk Integration. Optionally turn on auto-sync for customers and products so changes propagate without manual action.

4

Import existing data

Use the Import sections to pull existing SevDesk contacts and parts into OneBob. Already-imported entries are skipped automatically.

How Synchronization Works

SevDesk is the leading system. When you push from OneBob, SevDesk overwrites any conflicting fields. Pull operations bring SevDesk data into OneBob, replacing the matching local fields.

Customers

Local customers map to SevDesk Contact + ContactAddress + CommunicationWay entries. Each push creates or updates the company-level record and refreshes the primary address, email, and phone.

Products

Products sync to SevDesk Parts with name, part number, description, and net price. The Part keeps a default 19% VAT for catalog use; per-deal tax handling overrides this on invoices.

Orders (open deals)

Open deals push to SevDesk as Orders (Angebote) with all line items, discounts, and additional fees. The customer must already be synced to SevDesk first.

Invoices (won deals)

When a deal moves to a won stage, syncing creates a SevDesk Invoice with the same line items. Tax notes follow the small-business toggle and the default tax type.

FAQ

Can I use SevDesk and Lexware at the same time?

No. Each tenant runs one accounting integration at a time to avoid conflicting writes from both directions. The settings page warns when the other integration is active.

Where is my API token stored?

The token is encrypted at rest using the same key OneBob uses for SMTP passwords and other credentials. It is never written to logs or sync history.

What happens to the SevDesk data if I disconnect?

Nothing in SevDesk changes. Disconnecting only removes the token from OneBob and turns off synchronization. The link IDs on local records stay in place so you can reconnect later without re-mapping.

Why does the order land as draft in SevDesk?

New orders and invoices land in the open queue (status 100) so you can review and send them from SevDesk. OneBob never sends documents directly to your customers.