How to easily integrate SevDesk with TimeChimp and import customers, create invoices, and generate sales entries.
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About SevDesk
SevDesk is a German online accounting platform that helps small businesses and freelancers keep track of their finances. It offers features such as invoicing, expense management, time tracking, and accounting, and enables users to easily create and send invoices, track expenses, and file tax returns.
What can you export to SevDesk?
With the SevDesk integration in TimeChimp, users can easily import their registered hours and invoices into SevDesk. After making the connection, customers can be imported and invoices can be created in SevDesk from the written hours and expenses in TimeChimp. It is also possible to create products in SevDesk so that invoice lines are automatically linked to the correct VAT rates and categories.
How do I set up the integration?
You can activate the integration via our app center. It can be found under Settings (gear icon) > App center > Integrations. Simply click on the SevDesk logo as shown in the example below and follow the steps below:
When activating, you will be redirected to the SevDesk settings page in TimeChimp (Settings > App Center > SevDesk). Follow these steps:
Go to your SevDesk environment
Then go to -> Settings -> Users
Click on a specific user that you want to use as an "API user"
then on "Display" next to the "API token" field.
Enter your password and copy the API key and paste it into TimeChimp in your SevDesk settings. -> easy does it
Importing customers
After making the connection, you can start importing customers. Go to Settings (gear icon) and choose Import > Connections to import all customers from SevDesk.
Succeeded? Then your customers can be found under 'Relations' in TimeChimp.
Please note:
The connection is made on the customer number field in TimeChimp, which must match the debtor number in SevDesk.
You can also choose to first create your customers in TimeChimp. When creating an invoice in SevDesk, it will automatically create the customer in SevDesk if it does not exist.
Creating an invoice
From now on, you can easily create an invoice in SevDesk from all your written hours, expenses, and trips in Timechimp. To do this, select the desired hour lines in Overviews and choose Actions -> Invoice in SevDesk.
Creating a sales booking
If you want to use the invoice module of TimeChimp, create your invoice in Financial, send it to the customer, and then select the invoice by checking the line again.
Choose for Bulk actions > Create Sales bookings in SevDesk.
Products
It is possible to create products in SevDesk, so that the linked invoice lines are automatically linked to the correct VAT percentage and category (including the correct general ledger account).
Choose a standard product in TimeChimp on the SevDesk settings page. Additionally, you can also link a product to an activity or expense category (when editing this activity/category).
Now when you register hours on this activity and create an invoice from it, they will automatically have the correct category and VAT percentage.