sevDesk

Connect a sevDesk account to drive your accounting from metamorphOS: raise and send invoices, book incoming payments, handle credit notes, and keep contacts up to date. metamorphOS calls sevDesk to do the work; sevDesk does not send anything back, so this connector is outbound only.

What you can do

• Invoices: create an invoice, look one up (by number, most recent, or by status), get the next invoice number, render an invoice as a PDF, book a received payment against it, and mark it as sent.
• Credit notes: list credit notes, change a credit note’s status, and book a payment against one.
• Contacts: search existing customers and suppliers, and create a new contact.
• Reference data: read the users and the payment accounts in your sevDesk account, so a process can pick who a document belongs to and which account a payment lands in.

Before you start

You need a sevDesk account and the ability to open its API settings. The token you create acts as one sevDesk user, so decide which user the connector should act as: it inherits exactly that user’s permissions (invoicing, contacts, and so on).

Set up sevDesk

1. Sign in to sevDesk as the user you want the connector to act as.
2. Open the API settings. Go to Settings -> User -> API.
3. Copy the API token shown for that user. Keep it somewhere safe; you will paste it into metamorphOS in the next step.

Connect in metamorphOS

Activate the sevDesk connector from the marketplace, add an account, and provide:

• API token: the token you copied from sevDesk. Each account can use a different token, so you can point separate accounts at different sevDesk users or tenants.

Until you enter a valid token the connector stays unauthenticated. To check the token before wiring it into a process, run one of the read-only actions (for example, reading your payment accounts or users); a successful result confirms the credential.

Good to know

• The token carries the permissions of the sevDesk user it belongs to. If a process needs to create invoices, that user must be allowed to create invoices.
• New invoices default to euro (EUR). Set a different currency on the invoice when you need one.
• Booking a payment against an invoice or credit note settles it in sevDesk against one of your payment accounts, so read your payment accounts first to choose the right one.