Datenservice Export Rechnungswesen enabled in their DATEV accounts
Speak to your customer success manager at Maesn to learn how to enable this service.
1
Authorize end user
Your end user must first authorize your application to access their data in DATEV Unternehmen Online through maesn Connect.
2
Retrieve 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.
Note that you can use the interactive authentication flow to eliminate this step.
3
Get user info (optional)
Fetch the user info associated to your end users’s DATEV account using the GET /userInfo endpoint. Display the retrieved information in your application’s UI as required by DATEV (see ‘general requirements’ below).
4
Retrieve the data you need
Fetch the data you always dreamed of retrieving from the API instead of CSV exports:
- Retrieve booking data using the GET /journalEntries endpoint
- Retrieve open positions using the GET /openItems endpoint
- Retrieve sums and balances for your accounts using the GET /trialBalance endpoint
- Retrieve payment terms through the GET /paymentTerms endpoint
5
Check DATEV general requirements
Review the DATEV interface requirements to ensure that your application complies with DATEV’s specifications.
0
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.