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Set up a connection to DATEV

Tanisha Ray
Updated

DATEV is a software and IT services provider that delivers accounting, tax, payroll, and financial management solutions primarily for tax consultants, auditors, and small to mid-sized businesses.

Important

The DATEV connector is in BETA and may be subject to changes.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

API type *

Choose your DATEV account API type:

  • Online: Connect to cloud-based services to access real-time accounting, tax, payroll, and practice-management data securely over the internet.

  • Desktop: Integrate with on-premise tools to extend traditional desktop applications, synchronize local data, and support workflows that run from internal systems.

API type: Online

Environment *

Select your DATEV account environment:

  • Production: If your account URL is https://api.datev.de/

  • Sandbox: If your account URL is https://sandbox-api.datev.de/

Resource *

Select your DATEV account resource.

Note

Ensure that the Resource name selected in the connection form is the same Resource name selected as the Export and Import.

OAuth 2.0 client *

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by DATEV.

dataLoad.svg​​How to retrieve the client ID and client secret

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit (pencil.svg) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource

Scope *

Scopes are OAuth 2.0 permissions that DATEV defines to limit access to your account.

dataLoad.svg​​How to configure scopes

API type: Desktop

Mode *

Choose your DATEV account mode (either Cloud or On-premise).

Base URL *

Enter your DATEV account base URL. For example, if your URL is http://localhost:58454/datev, then http://localhost:58454 is your base URL.

Username *

Enter your DATEV account username.

Password *

Enter your DATEV account password.

Multiple layers of protection are in place, including AES 256 encryption, to keep your connection’s password safe. When editing this form later, you must enter this password again; it is stored only when the connection is saved and never displayed as text.

Tip

This connector documentation describes only the settings shown for the Simple view. For the corresponding HTTP settings, see Basic auth, universal connector documentation.

How to retrieve the client ID and client secret

  1. Sign in to your DATEV developer portal.

  2. Navigate to Dashboard > Apps.

  3. Click Create app.

  4. Enter an app Name

  5. Enter the Celigo integrator.io Redirect URL.

  6. Choose the Authorization flow and Client type.

  7. Click Create app.

  8. Copy the Client ID.

  9. Copy the Client secret.

How to configure scopes

  1. Click Scope.

  2. To access all of the scopes in the API, click the » button.

    -or-

    Check the scopes you want to add and click the > button.

  3. Click Save.

Save and authorize

  1. Click Save and authorize to commit your changes and proceed to sign in with DATEV.

  2. After signing in, review the permissions for the integration and click Accept.

Additional references