How to integrate sevDesk

Created by Maja Bradonjic, Modified on Tue, 07 Mar 2023 at 02:30 PM by Ivana B

TABLE OF CONTENTS




Description

sevDesk is a cloud-based accounting software offering billing and accounting tools for small businesses and the self-employed. With sevDesk users can optimize their bookkeeping by scanning their incoming invoices directly from their mobile phone or sending them directly to sevDesk by email. The document details are automatically recognized and an accounting category is suggested.



Entities


SourceTarget
Get ContactsCreate Contacts
Get InvoicesCreate Orders (As Org)
Get OrdersCreate Orders (As Person)
Get TasksCreate Tasks
Get Feed Create Invoices (As Org)
Get PartsCreate Parts
Get UnitiesCreate Unities
Get Payment MethodsCreate Invoices (As Person)

Create Payment Methods

Update Contacts

 

The task can be triggered by following events:

 

• on successful completion of a different task

• API call



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar.Selecting the sevDesk Integration


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description.Naming the integration

Step 3.


You will be prompted for the API Key.Inserting an API key

Step 4.


To obtain the API key, head over to your sevDesk dashboard. In the lower-left corner of the screen click on "Settings", then from the drop-down menu click on "User", as shown in the picture below:

 

Navigating to the User settings



A list of all the users will be shown on the screen. Click on the one you want as shown in the picture below:

 

Creating a new User


And you will be met with the details of that user, along with the API token, as shown in the picture below:

 

Configuring the User permissions


Copy the token and paste it where you were prompted to by SyncSpider, and click on "Finish"



sevDesk is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!


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