sevDesk Export
Overview
Booksmate exports your invoices and receipts to sevDesk as vouchers (Belege), with the original PDF attached automatically. Vendor, date, amount, currency, and VAT are mapped across so vouchers arrive ready to review. This is part of Booksmate's export options.
Requirements
- A sevDesk account.
- Your sevDesk API token (Settings → Users → Your User → API Token).
Set up sevDesk
- In sevDesk, open Settings → Users → Your User → API Token and copy your token. See the sevDesk guide if you cannot find it.
- Open Exports in the Booksmate desktop app.
- On the sevDesk card, click Connect sevDesk (or Settings if already connected).
- Paste your API token. Click Test connection to confirm it works.
- Choose a fallback VAT rate — used when Booksmate cannot detect a reliable rate (German accounts commonly use 0%, 7%, or 19%; Austrian 0%, 10%, 13%, or 20%).
- Choose an export start date: All invoices, or From a specific date.
- Optionally tick Create vouchers as drafts, then click Save.
Tip: Saving your token connects sevDesk and starts exporting automatically. Use Pause / Resume on the card to control it.
How it works
- Each invoice or receipt becomes a voucher with the PDF attached.
- Metadata is mapped across: vendor name → supplier, invoice date → voucher date, amount → voucher amount, currency → voucher currency, detected VAT → voucher position VAT rate, and tax treatment → deductible expenses.
- If Booksmate cannot derive a supported VAT rate, the configured fallback VAT rate is used — any numeric rate your sevDesk account supports (for example German 0%, 7%, 19% or Austrian 0%, 10%, 13%, 20%); the default is 0%.
- With Create vouchers as drafts on, vouchers arrive as drafts you review in sevDesk before approving; off, they are created as open (unpaid) entries.
Exporting documents
Bulk export
Click Export now on the Exports page to sync all unsynced invoices. Progress is shown as it runs.
Individual export
Open any document to see its export status and manually run or re-run an export. Documents already exported are skipped, so nothing is posted twice.
Managing the connection
- When connected, the sevDesk card shows how many documents it has exported (or Paused).
- Use Pause / Resume on the card to control automatic exports.
Troubleshooting
- Invalid API token — re-copy the token from sevDesk and use Test connection. Tokens change if regenerated.
- Invoices not appearing — check the destination is enabled and that documents are after your start date. See Review issues on the Exports page for skipped and failed items.
- Duplicate vouchers — Booksmate tracks exports to prevent duplicates. If you see duplicates, check whether more than one sevDesk destination is configured.
- Vouchers are open instead of draft — turn on Create vouchers as drafts in sevDesk settings.
Security
- Your API token is encrypted and stored only on your Booksmate account.
- Invoices are sent directly to sevDesk's API with no intermediary.
- All connections use HTTPS/TLS.
