Upload booking proposals to DATEV Unternehmen online

Your end user must first authorize your application to access their data in DATEV Rechnungswesen through maesn Connect.

Fetch the user info associated to your end users’s DATEV account using the GET /user-info endpoint. Display the retrieved information in your application’s UI as required by DATEV (see last step).

Fetch all the companies associated to your end users’s DATEV account using the GET /companies endpoint. The user will need to select a company to proceed, as the company ID will be needed for subsequent steps.

Fetch the relevant accounts from your end users’s DATEV account using the GET /accounts endpoint. The user will need to select an account to proceed, as the account name will be needed for subsequent steps.

Create the booking proposals and upload it to DATEV Unternehmen online using the POST /bookingProposals endpoint. Make sure to include all the required fields in the request body. You can include multiple files to the request.

Check the status of the booking proposals using the GET /asyncTask endpoint. This will allow you to verify if the upload was successfully processed by DATEV.

Review the DATEV interface requirements to ensure that your application complies with DATEV’s specifications.

If your user deletes their account, you may delete the end user from our API and revoke their token using the the POST /delete-end-users. This step ensures both actions are handled on the backend.