Lexware Office Integration

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 SalesBob:

Sync customers and products between SalesBob and Lexware Office
Create quotations from open deals and invoices from won deals
Track sync status and access documents via deep links to Lexware

Setup time: 10-15 minutes. Requires a Lexware Office account and a Professional or Enterprise plan.

Before You Begin

You need admin access in SalesBob.
You need a Lexware Office (lexoffice) account with API access enabled.
The Lexware integration is available on Professional and Enterprise plans.
Have your Lexware API key ready -- you can generate one in your Lexware Office account under Developer settings.

1

Step 1: Connect Your Lexware Account

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

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

2

Step 2: Import Contacts from Lexware

Pull existing contacts from Lexware Office into SalesBob:

1 On the Lexware settings page, find the Import Contacts section.
2 Click Import to fetch all contacts from Lexware.
3 Imported contacts are created as customers in SalesBob with their Lexware ID linked.
4 Existing customers with matching Lexware IDs are updated rather than duplicated.

3

Step 3: Import Articles from Lexware

Pull your product catalog from Lexware Office:

1 On the Lexware settings page, find the Import Articles section.
2 Click Import to fetch all articles from Lexware.
3 Articles are created as products in SalesBob with prices and descriptions.
4 Products with existing Lexware IDs are updated automatically.

4

Step 4: Sync Customers to Lexware

Push customer data from SalesBob to Lexware Office:

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

5

Step 5: Sync Products to Lexware

Push products from SalesBob to Lexware Office:

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

6

Step 6: Create Quotations & Invoices

Generate accounting documents directly from your deals:

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

7

Step 7: Review the Sync Log

Monitor all synchronization activity:

1 Go to Settings → Lexware and scroll to the Sync Log section.
2 The log shows all sync operations with timestamps, status, and details.
3 Failed syncs display error messages to help you diagnose issues.
4 Activity 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 before generating a quotation or invoice to avoid errors.
Keep products in sync -- sync products to Lexware before creating documents so line items match your article catalog.
Use deep links -- after creating a document in Lexware, 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 settings page to catch any failed sync operations early.
API key security -- treat your Lexware API key like a password. Only admins can view and change the integration settings.