DATEV Unternehmen Online (DUO)
TARGET_SYSTEM: datev-uo
Coming soon
| Accounts | Bills | Customers | Credit notes | Files | Invoices | Items | Purchase orders | Sales orders | Suppliers | Tracking categories | Transactions | Users | Vendor credits | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Read | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ✅ | ❌ | |
| Create | ❌ | ⌛ | ❌ | ⌛ | ✅ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ⌛ | ❌ | ❌ | |
| Update | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
How to connect to DATEV Unternehmen Online
To allow your customers to link your application with their DATEV Unternehmen Online accounts, you need to set up a DATEV Unternehmen Online App and submit your application credentials to maesn.
Prerequisites
Before you begin, make sure you have the following:
- Be sure to have a DATEV account with administrator permissions.
You can sign-up for a new account here, if you do not have a DATEV account already. Note that you will not need to use this DATEV account for anything else than managing the DATEV App and, if you want to, becoming a DATEV partner later.
Create or join an organization
In this step you have to join an organization or to create a new one using the following link create organization, if you do not have it already.
Create the DATEV App
Once the organisation is set, here we create the App that a user can choose to install into their DATEV instance to authorize the integration with your application.
- Navigate to the DATEV developer portal and log in, if you are not already logged in.
- On the tab “Apps”, click “Create an app”.
- Give your app name: This should be your application’s name. When your users link their DATEV account, they will see that “App Name” is requesting to integrate with their DATEV account.
- Add the redirect URI: https://api.maesn.dev/auth/callback/datev-uo.
- Select “OpenID Connect Authorization Code Flow” as Authorization flow.
- Select “Public” as type of the token that the app will use.
- Click “Create App”.
- In the next screen you will see the client id and the client secret. Make sure to copy them as you will need them in the next steps.
Suscribe to API Products
Now it is time to subscribe to the API products that you want to use in your app.
- Navigate to the Dashboard window to see your newly created App.
- Click on “Subscribe to API Products”.
- Select the API product you want to use by clicking on the “Subscribe to API Product” button. The API Product required for the integration are “accounting:clients”, “accounting:documents”, “accounting:dsxo-jobs”.
- Click the “Subscribe” button next to the API product you want to use. The request will open a new window where you have to confirm the subscription for you App.
Configure your integration in the maesn API
In the last step, we setup your API tenant with your App’s details:
- Get in touch with your contact person at maesn to submit the client id and client secret.
If you are not sure who your technical contact is, do not hesitate to reach out to us via support@maesn.com, but do not enter your client credentials directly in the email. That’s not safe!
Becoming a DATEV Partner
Coming soon
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