Lexoffice

The Lexoffice modules allow you to monitor, create, update, send, retrieve, upload, download, list, and download the documents, contacts, vouchers, and invoices in your Lexoffice account.

Getting Started with Lexoffice

Prerequisites

  • A Lexoffice account - create a Lexoffice account at lexoffice.de/.

Connecting Lexoffice to Make

To connect your Lexoffice account to Make you need to obtain the API Key from your Lexoffice account and insert it in the Create a connection dialog in the Make module.

1. Go to this API Key website and log in to your Lexoffice account.

2. Click Create key new > Accept the terms and conditions > Create keys.

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3. Copy the API Key to your clipboard.

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4. Go toMake and open the Lexoffice module's Create a connection dialog.

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5. In the Connection name field, enter a name for the connection.

6. In the API Key field, enter the API key copied in step 3, and click Continue.

The connection has been established.

Event

Watch Events

Triggers when an event occurs are followed by the event type parameter.

Note

You do not have to add the webhooks in the Lexoffice as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Lexoffice account.

Event Type

Select or map the event types you want to watch. For example, Invoice Created.

Document

Uploads a document for bookkeeping purposes.

Connection

Establish a connection to your Lexoffice account.

Filename

Enter (map) the filename with extension. For example, invoice.xml.

Data

Enter (map) file data.

Downloads a document.

Connection

Establish a connection to your Lexoffice account.

Document /File ID

Enter (map) the document ID or File ID you want to download.

Contact

Searches for contacts by a filter parameter.

Connection

Establish a connection to your Lexoffice account.

Email

Enter (map) the email address of the contact.

Name

Enter (map) the contact's name.

Number

Enter (map) the contact's phone number.

Customer

Select whether the contact is a customer to search for the customers that match the specified contact.

Vendor

Select whether the contact is a vendor to list the vendors that match the specified contact.

Limit

Set the maximum limit Make should return during one execution cycle.

Gets a specified contact.

Connection

Establish a connection to your Lexoffice account.

Contact ID

Select or map the Contact ID whose details you want to retrieve.

Creates a new contact.

Connection

Establish a connection to your Lexoffice account.

Contact Type

Select or map the contact type:

  • Company

  • Person

Salutation

Enter (map) the contact's salutation. For example, Mr.

Name

Enter (map) the company name.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Tax Number

Enter (map) the contact's or company's registered tax number.

Allow Tax Free Invoices

Select whether you want to allow the tax-free invoices for the company or contact.

VAT Registration ID

Enter (map) the company's VAT registration number.

Contact Persons

Add the contact persons of the company:

Salutation

Enter (map) the contact's salutation. For example, Mr.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Primary

Select whether this person is the primary contact of the company.

Email Address

Enter (map) the contact's email address.

Phone Number

Enter (map) the contact's phone number.

Roles

Select the contact or company roles. For example, vendor.

Addresses

Add the addresses of the contact or the company:

Type

Select or map the address type:

  • Billing

  • Shipping

Supplement

Enter (map) the add the contact name at the address.

Street

Enter (map) the street name.

Zip

Enter (map) the area zip code.

City

Enter (map) the city name.

Country Code

Enter (map) the country name.

Email Addresses

Add the email addresses of the contact or the company: Type Select or map the email address type. For example, business. Emails Enter (map) the email address of the contact.

Phone Numbers

Add the phone numbers of the contact or the company: Type Select or map the phone number type. For example, business. Emails Enter (map) the contact's phone number.

Buyer Reference

Enter (map) the Customer's Leitweg-ID conforming to the German XRechnung system.

Vendor Number At Customer

Your vendor number is used by the customer. This field is applicable when you are providing the Buyer Reference number.

Note

Enter (map) the additional information about the contact.

Updates an existing contact.

Connection

Establish a connection to your Lexoffice account.

Contact ID

Select or map the Contact ID whose details you want to update.

Contact Type

Select or map the contact type:

  • Company

  • Person

Salutation

Enter (map) the contact's salutation. For example, Mr.

Name

Enter (map) the company name.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Tax Number

Enter (map) the contact's or company's registered tax number.

Allow Tax Free Invoices

Select whether you want to allow the tax-free invoices for the company or contact.

VAT Registration ID

Enter (map) the company's VAT registration number.

Contact Persons

Add the contact persons of the company:

Salutation

Enter (map) the contact's salutation. For example, Mr.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Primary

Select whether this person is the primary contact of the company.

Email Address

Enter (map) the contact's email address.

Phone Number

Enter (map) the contact's phone number.

Roles

Select the contact or company roles. For example, vendor.

Addresses

Add the addresses of the contact or the company:

Type

Select or map the address type:

  • Billing

  • Shipping

Supplement

Enter (map) the add the contact name at the address.

Street

Enter (map) the street name.

Zip

Enter (map) the area zip code.

City

Enter (map) the city name.

Country Code

Enter (map) the country name.

Email Addresses

Add the email addresses of the contact or the company: Type Select or map the email address type. For example, business. Emails Enter (map) the email address of the contact.

Phone Numbers

Add the phone numbers of the contact or the company: Type Select or map the phone number type. For example, business. Emails Enter (map) the contact's phone number.

Buyer Reference

Enter (map) the Customer's Leitweg-ID conforming to the German XRechnung system.

Vendor Number At Customer

Your vendor number is used by the customer. This field is applicable when you are providing the Buyer Reference number.

Note

Enter (map) the additional information about the contact.

Voucher

Searches for vouchers with a voucher number.

Connection

Establish a connection to your Lexoffice account.

Voucher Number

Enter (map) the voucher number whose details you want to search.

Limit

Set the maximum number of vouchers Make should return during one execution cycle.

Retrieves a list of vouchers.

Connection

Establish a connection to your Lexoffice account.

Voucher Type

Select or map the voucher type. For example, Invoice.

Voucher Status

Select or map the voucher status. For example, accepted.

Archive

Select whether you want to search the archived vouchers.

Sort

Select or map the option to sort the list the vouchers. For example, voucher date.

Limit

Set the maximum number of vouchers Make should return during one execution cycle.

Creates a new voucher.

Connection

Establish a connection to your Lexoffice account.

Voucher Type

Select or map the voucher type. For example, Invoice.

Voucher Status

Select or map the voucher status. For example, accepted.

Archive

Select whether you want to search the archived vouchers.

Sort

Select or map the option to sort the list of vouchers.

Uploads a file and assigns it directly to a voucher.

Connection

Establish a connection to your Lexoffice account.

Voucher ID

Select or map the Voucher ID to which you want to upload a file.

File Name

Enter (map) the file name with extension. For example, invoice.xml.

Data

Enter (map) the file data.

Invoice

Gets a specified

Connection

Establish a connection to your Lexoffice account.

Invoice ID

Select or map Invoice ID whose details you want to retrieve.

Renders an invoice document to a file ID.

Connection

Establish a connection to your Lexoffice account.

Invoice ID

Select or map the document's Invoice ID you want to render.

Other

Performs an authorized arbitrary API call.

Connection

Establish a connection to your Lexoffice account.

URL

Enter a path relative to https://www.api.lexoffice.io. For example: /v1/contacts

For the list of available endpoints, refer to the Lexoffice API Documentation.

Method

Select the HTTP method you want to use:

  • GET - to retrieve information for an entry.

  • POST - to create a new entry.

  • PUT - to update/replace an existing entry.

  • PATCH - to make a partial entry update.

  • DELETE - to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the contacts from your Lexoffice account:

URL:

/v3/contacts

Method:

GET

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Matches of the search can be found in the module's Output under Bundle > Body > content.

In our example, 3 contacts were returned:

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