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Required: End users must have the 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.
Optional:
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.