Connect the correct account
- Create an API key using the link offered on the connection screen.
- Enter the key in the connection dialog and confirm.
- Check the connection status before exporting or importing.
- Connection-management actions depend on your workspace access and plan. Keep the API key private.
Review exports
The page shows accounting exports and their statuses. Open an entry to inspect its details and any errors. Use the review workflow to check the available accounting information before proceeding; a connection alone does not mean every document has been exported.
Preview synchronization
Where synchronization is offered, inspect the current value and the Lexware value in the preview. Confirm only after reviewing the proposed changes. An empty preview can mean there is nothing to update.
Import resources
- Open the available imports and select the resources you want to bring into the workspace.
- Review the import preview and classification usage.
- Choose the destination folder and confirm when the preview allows it.
- Check the result before importing again to avoid unnecessary duplicate work.
Payment status comes from Lexware
Linked invoice payment information can be synchronized from Lexware. AI Sortify prevents local paid/unpaid overrides for Lexware-managed tasks. Resolve the accounting status in its source system and review synchronization.
Connection and event health
- Inspect connection details and the most recent event information when updates appear delayed.
- Use the webhook repair action if the page reports missing subscriptions and you have permission.
- Replace an invalid API key or reconnect using the available controls.
- Read errors before retrying an export or import. A successful request is not the same as a completed accounting workflow.
Disconnect deliberately
Read the disconnect confirmation. Disconnecting access, deleting a workspace document, and deleting an accounting record are different actions. Do not assume one automatically performs the others.
Review, retry, and import are separate
- Open an export item’s details to read its result before using Review or Retry.
- Review lets you inspect the item that requires a decision; retry repeats a retryable operation after its cause is resolved.
- Import acts on selected Lexware resources and has its own confirmation. Check the selected resources rather than assuming every resource will be imported.
- Repair webhooks addresses connection event delivery where offered. It is not a replacement for correcting invalid document information.
Replace an API key
Use the connection flow to replace the key when required. Confirm that it belongs to the intended accounting account and check the connection result. Disconnecting the app is separate from deleting documents already exported to Lexware.