Before getting started, ensure that your customers have the following services enabled in their DATEV account
  • Rechnungsdatenservice 1.0
1

Authorize end user

Your end user must first authorize your application to access their data in DATEV Rechnungswesen through maesn Connect.
2

Get user info (optional)

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).
3

Get companies

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.
4

Get accounts

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.
5

Create BookingProposals

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.
6

Check status

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.
7

Check DATEV general requirements

Review the DATEV interface requirements to ensure that your application complies with DATEV’s specifications.
Optional:
1

Delete end user

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.