Connect Lexware Office to KlickTipp and Sync Invoices

The Benefits of Using KlickTipp and Lexware Office

• Save time: Automatically generate invoices in Lexware Office from KlickTipp events (e.g., completed purchases), eliminating the need for manual data entry and reducing delays.
• Better segmentation: Synchronize customer and purchase data so you can segment subscribers by spending, products purchased, or payment status—for more relevant campaigns.
• More accurate accounting: Keep your customer master data and sales figures up to date in Lexware Office to reduce errors and speed up accounting and reporting.
• Smarter campaigns: Use financial insights from Lexware Office in KlickTipp to trigger targeted follow-ups, upsells, and payment reminders based on actual transactions.

Synchronize Lexware Invoice Events with KlickTipp

Requirements

• An active KlickTipp account with API access (API credentials are available in your KlickTipp account).
• Active Make account (to import and run the provided scenarios).
• Lexware (lexoffice) account with API access (developer credentials or API token).
• An existing reminder campaign in KlickTipp (you can create it before or after setup).
• Access rights to connect the KlickTipp and Lexware accounts (administrator credentials).
• A test customer invoice in Lexware to validate the automation (recommended).

Setup in Your KlickTipp Account

Create Data Fields in KlickTipp

• Lexware | Document URL — URL
• Lexware | Payment Terms — Date
• Lexware | Invoice Number — Text Line
• Lexware | Invoice Amount — Decimal Number

Define or Create KlickTipp Tags

• Lexware | Unpaid Invoice
• Lexware | Paid Invoice

Further Preparation in KlickTipp

Create or Check the Following in KlickTipp:

• There is a reminder email campaign that is triggered by the scenario using tags or statuses.
• Your KlickTipp API credentials (API key) are ready to connect to Make.
• Specify where billing data should be stored; we recommend using the custom fields listed below.

Preparations in Lexware Office

• Enable API access in your Lexware account and create API credentials if necessary. For more information, see the Lexware API documentation
• Retrieve an invoice via the API or the lexoffice export to confirm access.

Import Template, Set Up and Test the Integration

• Automating Lexware Invoice Reminders for KlickTipp
• Transfer changes to the Lexware invoice status to update KlickTipp segments

Make: Lexware Invoice Reminder Automation for KlickTipp

Automation Test

• Create a test invoice in Lexware with a due date and a public document link.
• Run the scenario (or trigger the webhook). Check whether a contact is created or updated in KlickTipp and whether the assigned custom fields are filled in correctly.
• Change the invoice status in Lexware to → Paid  and run the scenario again. Confirm that KlickTipp removes → Lexware | Open Invoice,  adds → Lexware | Paid Invoice,  and correctly records the payment date and amount.

Go Live

• After a successful test, switch the Make scenario to live mode and activate it.
• If you are using the polling method, set the polling interval. For webhooks: Make sure the webhook URL is active in Lexware and that the scenario is running.
• Verify that your KlickTipp API key and your Lexware login credentials are stored in Make and are secure. Once the scenario is active, it synchronizes invoices and contact data and automatically triggers your reminder campaign.

Make: Lexware Office and KlickTipp Invoice Status Sync

Quick Import Steps

• Open the template link and click → Use Template  in Make.
• Create a new scenario based on the template.
• Enter your Lexware API credentials or add the Make webhook URL to Lexware if the template uses webhooks.
• Add your KlickTipp API key if the KlickTipp module asks for it.

Testing the Automation

• Create a test invoice in Lexware with a due date and a public invoice link.
• Trigger the template (create an invoice or wait for the webhook/polling). Verify that a contact has been created or updated in KlickTipp and that the fields → Voucher URL  and → Payment Due Date  are filled in correctly.
• Mark the invoice as paid in Lexware and verify that KlickTipp removes → Lexware | Open Invoice  and adds → Lexware | Paid Invoice.

Activate the Scenario

• After successful testing, switch the scenario in Make to → Live.
• If the polling method is used, set the polling interval to your desired frequency. For webhooks: Make sure they are enabled in Lexware, and activate the scenario.
• Use the tag → Lexware | Open Invoice  as the trigger for your reminder campaign in KlickTipp; the tag → Lexware | Paid Invoice  stops the reminders and triggers further automations after payment is received.

Next Steps

• Enable reminder campaign: Start your friendly reminder sequence as soon as the tag → Lexware | Open Invoice  is added.
• Automatic tagging: Have the Make scenario add the tag → Lexware | Open Invoice  to new/open invoices and replace it with → Lexware | Paid Invoice  upon receipt of payment.
• Segment contacts by payment status: Create segments for delinquent customers (Open Invoice + Payment Due Date Passed) to send targeted escalations or personalized follow-ups.
• Trigger transaction and nurture emails: Use invoice events to start flows — e.g. → invoice created → gentle reminder sequence,  → payment received → thank-you email + upsell campaign.
• Reporting and cleanup: Use custom fields (invoice number, amount, due date, coupon URL) for personalization and to avoid duplicate invoices—the workflows should reliably detect and prevent duplicates.
• Error handling: Configure Make to report errors (e.g., via email or Slack) so you can correct missing data without creating duplicate contacts.

Summary

Additional Resources

• Instructions for further KlickTipp integrations
• Overview of all KlickTipp integrations
• KlickTipp Make Connector
• Lexware API Documentation