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/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Lexoffice to Integromat

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

3. Copy the API Key to your clipboard.

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

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.

Please 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

Upload a 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.

Download a Document

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

Search Contacts

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 Integromat should return during one execution cycle.

Get a Contact

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.

Create a Contact

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.

Update a 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.

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

Search 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 Integromat should return during one execution cycle.

List Voucher

Retrieves a list of vouchers.

Creates a new contact.

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 Integromat should return during one execution cycle.

Create a Voucher

Creates a new voucher.

Creates a new contact.

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.

Upload a File to a Voucher

Uploads a file and assigns it directly to a voucher.

Creates a new contact.

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

Get an 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.

Render an Invoice Document

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

Make an API Call

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.