Connecting to sevDesk
To link your existing sevDesk account to CoffeeCup, navigate to Settings -> Integrations -> sevDesk and click the "Connect" button.
Note: You can only connect your sevDesk account, when you have the permission "Extended Management".
In the follow video, we will show you the next steps:
Import customers from sevDesk
For smooth billing with sevDesk, we recommend importing your existing customer data into CoffeeCup. To do so, just click on settings -> integrations -> sevDesk -> settings.
Now click on the button "Import Clients from sevDesk" to start the import from sevDesk.
When you confirm the following dialog by clicking the "Import Clients from sevDesk" button, the following actions will be performed:
In case a client already exists with the same name within Coffeecup, the client and its contacts will be overwritten by the client information.
In case a client does not exist within CoffeeCup, a new client will be created.
Projects, time entries, and team data will not be affected by the import.
Attention: We recommend to check and if necessary to adjust the customer names before importing to avoid creating new customers.
After confirming the import, CoffeeCup will show you a summary of all newly created and updated customers.
To check the import, simply click on the "Manage clients" button to switch to the Project & Client- Board. If clients were imported from sevDesk a small sevDesk icon will be visible in the "connections" column.
Disconnecting sevDesk
To disconnect your sevDesk account from CoffeeCup, navigate to settings -> integrations -> sevDesk and click the "disconnect" button.