Upload document to DATEV

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

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

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).

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.