DATEV

General Information

Website: https://www.datev.com
Software type: On premise (API)
Geography: 🇩🇪 Germany
Support multi-folder: ❌

Introduction

DATEV is a leading German software provider specializing in accounting. Its ecosystem includes powerful desktop applications like DATEV Rechnungswesen for accounting and DATEV Unternehmen Online for the document management.

Our integration covers two services:

• DATEV Rechnungswesen is an on-premise accounting solution designed for businesses that manage their own accounting. It’s especially popular with mid-sized and larger companies that need more advanced features. The software covers everything from basic financial accounting to cost tracking and asset management, making it a complete all-in-one solution for managing your company’s finances.
• DATEV Unternehmen Online is a cloud-based platform that facilitates digital collaboration between businesses and their accountants. It’s designed to support the exchange of documents such as invoices from companies to accountants and tax advisors.

By activating this premium connector, our API allows you to interact with these two solutions at the same time or only with DATEV Rechnungswesen depending on your needs.

Configure DATEV

Prerequisite(s)

• You need premium access to activate this connector.
• For DATEV Rechnungswesen, there are no prerequisites to enable it in your Chift App.
• For DATEV Unternehmen Online, you need a Client ID and Secret.

Process

1. If you need a Client ID and Secret, you can either use yours if you already have a valid pair of ID and Secret or we can provide you with our credentials.
2. Activate the DATEV integration on the Chift platform.

Test DATEV

To test your connection, please contact a DATEV partner. If you don’t have one, we can put you in contact with our partner.

Connect DATEV

To activate a connection with DATEV, users need to provide their email address and password from DATEV Rechnungswesen. If they want to use DATEV Unternehmen Online as well, they will need to provide their client number and consultant number. They can find these numbers on this page: https://webapps.datev.de/duo-start

Coverage

DATEV coverage

/folders Live

/bookyears Live

/analytic-plans Live

/clients Live

/clients Live

/clients/{client_id} Live

/clients/{client_id} Live

/suppliers Live

/suppliers Live

/suppliers/{supplier_id} Live

/suppliers/{supplier_id} Live

/invoices Live

/invoices/multi-analytic-plans Live

/invoices/type/{invoice_type} Live

/invoices/multi-analytic-plans/type/{invoice_type} Live

/invoices/{invoice_id} Live

/invoices/multi-analytic-plans/{invoice_id} Live

/bank-accounts Live

/analytic-accounts Live

/analytic-accounts Live

/analytic-accounts/multi-analytic-plans/{analytic_plan} Live

/analytic-accounts/{analytic_account_id} Live

/analytic-accounts/{analytic_account_id} Live

/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live

/analytic-accounts/{analytic_account_id}/multi-analytic-plans/{analytic_plan} Live

/analytic-accounts/multi-analytic-plans Live

/journal/entries Live

/journal/entries/multi-analytic-plans Live

/journal/entries/{journal_entry_id} Live

/journal-entries Live

/journals Live

/vat-codes Live

/chart-of-accounts Live

/chart-of-accounts/balance Live

/financial-entries Live

/schemes On request

/accounts On request

/bank-accounts On request

/invoices/id/{invoice_id}/payments On request

/payment-methods On request

/invoices/payments On request

/journal On request

/miscellaneous-operation On request

/miscellaneous-operation On request

/miscellaneous-operation/{operation_id} On request

/matching On request

/matching-multiple On request

/invoices/pdf/{invoice_id} On request

/attachments On request

/employees On request

/expenses On request

/outstandings On request

/export-fec On request

/bank-transactions On request

Troubleshooting

Specific errors for DATEV:

Error Code	Error description	Resolution
ERROR_CONNECTOR_AUTHENTICATION	An error occurred while authenticating with DATEV	Verify that your account has still the rights to use the API or you user still exist
CREDENTIALS_ERROR	The provided Client Number and/or Consultant Number doesn’t seem to be correct or you don’t seem to have access to it	Verify that your Client Number and /or Consultant number is still valid or that your user still exist
ERROR_NO_DOCUMENT_MANAGEMENT	The client doesn’t have the document management feature	Verify that your client has access to the document management features