DATEV Unternehmen Online
TARGET_SYSTEM: datev-uo datev-uo-longtoken
Your program for exchanging receipts, data, and documents between companies and tax advisors.
| Read | Create | Update | ||
|---|---|---|---|---|
| Accounts | ✅ | ❌ | ❌ | |
| Async task | ✅ | ❌ | ❌ | |
| Bills | ❌ | ⌛ | ❌ | |
| Contacts | ❌ | ❌ | ❌ | |
| Customers | ❌ | ❌ | ❌ | |
| Credit notes | ❌ | ❌ | ❌ | |
| Expenses | ❌ | ✅ | ❌ | |
| Files | ❌ | ✅ | ❌ | |
| Invoices | ❌ | ⌛ | ❌ | |
| Invoice lines | ❌ | ❌ | ❌ | |
| Items | ❌ | ❌ | ❌ | |
| Journal entries | ❌ | ✅ | ❌ | |
| Offers | ❌ | ❌ | ❌ | |
| Offer lines | ❌ | ❌ | ❌ | |
| Projects | ❌ | ❌ | ❌ | |
| Sales Orders | ❌ | ❌ | ❌ | |
| Sales Orders Lines | ❌ | ❌ | ❌ | |
| Suppliers | ❌ | ❌ | ❌ | |
| Tracking categories | ❌ | ❌ | ❌ | |
| Transactions | ❌ | ❌ | ❌ | |
| Users | ✅ | ❌ | ❌ | |
| Vendor credits | ❌ | ❌ | ❌ |
✅ = Endpoint available
⌛ = Endpoint in progress
❌ = Endpoint not supported by DATEV Unternehmen Online
What is DATEV Unternehmen Online
DATEV Unternehmen Online is one of DATEV’s online applications. It allows tax advisors and companies to exchange receipts and accounting data via the Internet. It can also be used to transfer data from customers’ ERP- or accounting system to other DATEV applications, such as DATEV Rechnungswesen, which is an application for accounting used by small- and medium sized companies.
How to connect to DATEV Unternehmen Online
To allow your customers to link your application with their DATEV Unternehmen Online accounts, it is required to set up a DATEV Unternehmen Online App.
Configure your integration in the maesn API
Since maesn has partnered with DATEV to help bring software companies to successful integrations quickly, the entire setup process is executed with maesn. . There is no need to book consulting packages with DATEV.
Everything from setting up client credentials and getting sandbox access, to getting your integration approved by DATEV is done by maesn.
- Get in touch with your contact person at maesn to configure the API and DATEV OAuth client.
If you are not sure who your technical contact is, do not hesitate to reach out to us.
Testing your integration in a production environment
To test your integration against a live production environment is both recommended and necessary, before offering the functionality to your customers.
You will need an instance of DATEV Unternehmen Online with the subscriptions to the relevant services for your use case to run your integration in production.
- Talk to us for advice on how to achieve this in a fast and cost-effective way!
Authenticate with the long access token
Provide your customer the long access token procedure to authenticate to DATEV Unternehmen Online. The token is valid for 2 years and can be used for authentication throughout that period to the API.
Authenticate to DATEV Unternehmen Online using the short token
-
Log in to
datev-uousing the/authendpoint. -
Retrieve the Account key from the authentication response.
GET company ID
-
Fetch the company list using the
Get Companiesendpoint. -
From the list, select the target company to use for the API calls.
Authenticate to DATEV Unternehmen Online using the long token
-
Authenticate again using the
/authendpoint, but this time withdatev-uo-longtokentarget system, providing the choosen companyId as input. -
Complete the authentication process.
Warning: This token is only valid for API calls that include the specified company in the input.
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