DATEV
General Information
Website: https://www.datev.com/ Software type: On premise (API) Geography: 🇩🇪 Germany
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:
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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
- 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.
- 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
Technical limitations
- It is not possible to reconcile or assign a payment to an invoice. Your client will have to use the application to do so
- It is not possible to create journal entries, because there is no endpoint from DATEV for this.
Coverage
DATEV coverage
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 |