In order to use the FinanceConnector with sevDesk, a so called API token from sevDesk has to be created once in Daylite. Proceed as follows:
Please note that the sevDesk API token is only available for sevDesk administrators.
- Log in to your sevDesk account via your web browser (e.g. Safari)
- Click in the left sidebar on the entry Preferences -> Users
- Select your user
- Click on Show in sevDesk API Token and enter your password
- Select the API token and copy it (⌘ (cmd) + C) to the clipboard
- Switch to the Daylite program and open the FinanceConnector Preferences via the menu Plugins -> FinanceConnector -> Preferences... and select sevDesk from the dropdown menu
- Login into your account or add a user via the + icon
- Paste the copied API token into the corresponding field during logon
- Check the connection and confirm with Connect
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