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

Authorize end user

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

Get user info

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 document types (optional)

Fetch the relevant document types from your end users’s DATEV account using the GET /document-types endpoint. The document types will be used to categorize the files you will upload. These may, for example, be presented to the end user as a drop-down menu at the point of file upload.
5

Check document extensions (optional)

If necessary, confirm the allowed file extensions for uploads to DATEV by calling the GET /document-extensions.
6

Upload the document

Upload the document to DATEV using the POST /files endpoint. Make sure to include all the required fields in the request body. Ensure your application checks the file size before uploading to avoid performance issues (see last step).
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.