Available DATEV APIs

Accounting: Clients

Returns a list of clients

X

Retrieve a specific client

X

Accounting: Documents

Returns a list of clients that are accessible for the user

X

Returns a list of basic data about a given client

X

Returns a list of document types for a given client

X

Returns a list of permitted file extensions for file upload

X

Transfers a document

X

Transfers a document with an ID

X

Transfers multiple documents

X

Accounting: DXSO jobs

Returns a list of clients that are accessible for the user

X

Returns a list of basic data about a given client

X

A data transfer (DXSO-job) is created and the ID of the data transfer (DXSO-job) is returned

X

Attaches files to a data transfer (DXSO-job)

X

Finalizes the data transfer (DXSO-job)

X

Returns the status of a data transfer (DXSO-job)

X

Returns protocol entries of a data transfer (DXSO-job)

X

Cancels a data transfer (DXSO-job) that has not been finalized yet

X

Accounting: EXTF files

Transfer a file to DATEV data center

X

Retrieves states of all known jobs

X

Retrieves state of a designated job

X

Cash register: Tenants

Get list of registered tenants

X

Cash register: Reports

Receives cash register data for reports for the German revenue service

X

Cash register: Import

Import file from cash register to archive

X

Cash register: TSE log info

Info about processed tselogs for one tse with serial number of the given tenant

X

HR: Documents

Delivers all DPA Next clients that are accessible by the current user

X

Upload of a single document to DATEV Personalakte

X

Gets the client specified by consultant number and client number

X

Upload of a single document to DATEV Personalakte

X

HR: eAU

Endpoint for creation of a new eAU-request

X

Returns the eAU-request with a list of feedback from the health insurance

X

Endpoint for cancellation of an executed eAU-request

X

Returns if the client has the permission to use the eAU-API

X

HR: Exchange: Clients

Checks permission for a client ID

X

HR: Exchange: Employees

Update a list of employees by client ID

X

Post a list of new employees for client ID

X

Update an employee by client ID and personnel number

X

HR: Exchange: Employment periods

Put employment period for client ID and personnel number and date of commencement of employment

X

Delete employment period for client ID and personnel number and date of commencement of employment

X

Post employment periods for client ID and personnel number

X

HR: Exchange: Gross payments

Update a list of gross payments for client ID and personnel number

X

Create one or multiple new gross payments for client ID and personnel number

X

Update a single gross payment for client ID, personnel number and gross payment ID

X

HR: Exchange: Hourly wages

Update a list of hourly wages for client ID and personnel number

X

Create one or multiple new hourly wages for client ID and personnel number

X

Update a single hourly wage for client ID, personnel number and hourly wage ID

X

HR: Exchange: Jobs

Get the result of a client data retrieval job by client ID and UUID

X

Get the result of an employee data retrieval job by client ID and UUID

X

Get the result of an employment period data retrieval job by client ID and UUID

X

Get the result of a month-record data retrieval job by client ID and UUID

X

Get the result of an individual data retrieval job by client ID and UUID

X

Get the result of an absence data retrieval job by client ID and UUID targeted at Lohnundgehalt

X

Get the result of an absence data retrieval job by client ID and UUID targeted at Lodas

X

Get the result of a gross payments data retrieval job by client ID and UUID

X

Get the result of an hourly wages data retrieval job by client ID and UUID

X

Get error information for a failed job by client ID and UUID

X

Get the result for a job by client ID and UUID

X

Get job (status) by client ID and UUID

X

Delete/cancel job by client ID and UUID

X

Retrieve a resource from the payroll system asynchronously

X

HR: Exchange: Month records

Post month records for client ID and personnel number

X

Post month records for client ID

X

HR: Exchange: REST hooks

Get a list of REST hooks by client ID

X

Create a REST hook by client ID

X

Get a REST hook by client ID and UUID

X

Update REST hook by client ID and UUID

X

Deletes REST hook by client ID and UUID

X

Triggers the REST hook identified by REST hook UUID registered for the given client ID

X

HR: Exports: Clients

Get list with all permitted clients

X

Get status code by client ID

X

HR: Exports: Tax payments

Get the employees' tax payments

X

Get the employees' tax payments

X

HR: Exports: Social security payments

Get the employees' social security payments

X

Get the employees' social security payments

X

HR: Exports: Salary total values

Get the employees' salary total values

X

Get the list of employees' salary total values

X

HR: Exports: Salary payments

Get the employees' salary payments

X

Get the employees' salary payments

X

HR: Exports: Masterdata

Get the employees' master data

X

Get the list of employees' master data

X

HR: Exports: Absences

Get the employees' absences

X

Get the employees' absences

X

HR: Exports: Employee IDs

Get the employee's personnel number

X

HR: Files

Adds a file with its file information

X

HR: Files: Jobs

Get the files state

X

HR: Files: Clients

Get all the clients

X

Determines if the principal has permission to the client given by client ID

X

HR: Payroll reports: Clients

List of consultant's clients

X

Client with granted or denied document types

X

HR: Payroll reports: Documents

Hr reports of one payroll period

X

HR: Payroll reports: Status

Check for documents' existence

X

HR: Payroll reports: Employees

List of employees for a payroll period

X

HR: Payroll reports: Metadata

List of metadata for all available documents

X

Master data: App

Update metadata about API consumer access

X

Master data: Master clients

Returns a list of master clients

X

Retrieve a specific master client

X

Retrieve the consultant client for a specific master client

X

Returns a list of master clients

X

Retrieve a corporate structure for a specific master client

X

Returns a list of all available legal forms

X

Returns a list of all available country codes

X

Master data: Org info

Returns business partner information

X

Returns a data environment

X

My tax: Health

Get the health of the actuator web

X

Smart transfer: Inbound: Documents

Retrieves all inbox documents for the authorized user and their client

X

Uploads a PDF, dataset or dataset with a PDF as view document or attachment to the outbox

X

Gets the document

X

Gets the document types

X

Gets the document information

X

Gets the information about waiting documents in inbox

X

Gets the IDs of waiting documents in inbox

X

Commits the given documents for inbox download

X

Uploads private attachment for the specified document

X

Deletes the private attachment of specified document

X

Releases the specified document

X

Marks the specified document as deleted

X

Reprocesses the specified document

X

Moves the specified document to all box

X

Restores the specified document from all box

X

Unlocks capturing for the specified document

X

Disables the automated accounting for the specified document

X

Deletes the specified inbound document

X

Reprocesses the specified inbound document

X

Releases the specified inbound document

X

Resets the error for the specified inbox document

X

Smart transfer: Inbound: Logs

Retrieves logs

X

Gets a single log by ID

X

Smart transfer: Inbound: Notifications

Retrieves notifications

X

Gets a single notification by ID

X

Smart transfer: Inbound: Serbia

Returns the received documents

X

Rejects the list of specified documents

X

Approves the list of specified documents

X

Smart transfer: Inbound: Users

Retrieves users

X

Gets a single user by ID

X

Gets the currently logged-in user

X

Smart transfer: Inbound: Workflow

Gets the state of the inbound workflow

X

Gets the inbound workflow state transitions

X

Sets the inbound state transition

X

Gets the workflow tables

X

Gets the content of the workflow table

X

Smart transfer: Outbound: Documents

Retrieves all outbox documents for the authorized user and their client

X

Uploads a PDF, dataset or dataset with PDF as view document or attachment to the outbox

X

Retrieves all sent box documents for the authorized user and their client

X

Gets the document

X

Gets the document types

X

Gets the document information

X

Uploads a private attachment for the specified document

X

Deletes the private attachment of the specified document

X

Uploads a public attachment for the specified document

X

Deletes the public attachment of the specified document

X

Releases the specified document

X

Holds the specified document

X

Sends the specified document

X

Marks the specified document as deleted

X

Reprocesses the specified document

X

Moves the specified document to all box

X

Restores the specified document from all box

X

Resets the validation error for the specified document

X

Logs

Retrieves logs

X

Gets a single log by ID

X

Smart transfer: Outbound: Notifications

Retrieves notifications

X

Gets a single notification by ID

X

Smart transfer: Outbound: Serbia

Returns the sent documents

X

Rejects the list of specified documents

X

Smart transfer: Outbound: Users

Retrieves users

X

Gets a single user by ID

X

Gets the currently logged-in user

X

Accounting: Clients

Retrieve a list of clients/companies

X

Retrieve a specific client/company

X

Accounting: Fiscal years

Retrieve a list of fiscal years

X

Retrieve a specific fiscal year

X

Accounting: Open items

Retrieve an accounts receivable list (uncondensed)

X

Retrieve a specific account receivable (uncondensed)

X

Retrieve an accounts receivable list (condensed)

X

Retrieve an accounts payable list (uncondensed)

X

Retrieve a specific account payable (uncondensed)

X

Retrieve an accounts payable list (condensed)

X

Accounting: Account postings

Retrieve an account postings list

X

Retrieve a specific account posting

X

Accounting: Accounting sequences

Create an accounting sequence

X

Retrieve a list of accounting sequences

X

Retrieve a specific accounting sequence

X

Retrieve a list of accounting records of an accounting sequence

X

Retrieve a specific accounting record

X

Accounting: Posting proposals

Retrieve a list of posting proposal rules for incoming invoices

X

Retrieve a list of posting proposal rules for outgoing invoices

X

Retrieve a list of posting proposal rules for cash register

X

Retrieve a specific posting proposal rule for incoming invoices

X

Retrieve a specific posting proposal rule for outgoing invoices

X

Retrieve a specific posting proposal rule for cash register

X

Transfer a list of incoming invoice data

X

Transfer a list of outgoing invoice data

X

Transfer a list of cash register data

X

Accounting: Accounting sums and balances

Retrieve a list of accounting sums and balances

X

Retrieve a specific account from the accounting sums and balances list

X

Accounting: Business partners

Retrieve a list of debtors

X

Update/create a list of debtors

X

Create a new debtor with the next available account number

X

Retrieve the next available debtor account number

X

Retrieve a specific debtor

X

Update/create a specific debtor

X

Retrieve a list of creditors

X

Update/create a list of creditors

X

Create a new creditor with the next available account number

X

Retrieve the next available creditor account number

X

Retrieve a specific creditor

X

Update/create a specific creditor

X

Accounting: General ledger accounts

Retrieve a list of general ledger accounts

X

Retrieve a specific general ledger account

X

Retrieve a list of utilized general ledger accounts

X

Accounting: Terms of payment

Retrieve a list of terms of payment

X

Create a new term of payment with the next available number

X

Retrieve a term of payment

X

Update/create a specific term of payment

X

Accounting: Stocktaking data

Retrieve a list of stocktaking data in the asset accounting

X

Stocktaking data to an inventory in the asset accounting

X

Update/create a list of stocktaking data in the asset accounting

X

Cost systems

Retrieve a list of cost systems

X

Retrieve a particular cost system

X

Cost centers/units

Retrieve a list of cost centers/units

X

Retrieve a particular cost center/unit

X

Update/create a specific cost center/unit

X

Cost center properties

Retrieve a list of cost center properties

X

Retrieve a specific cost center property

X

Update/create a specific cost center property

X

Internal cost services

Transaction records for internal cost allocation in cost accounting

X

Cost sequences

Retrieve a list of cost sequences

X

Retrieve a specific cost sequence

X

Create a cost sequence

X

Retrieve a list of cost accounting records from a specific cost sequence

X

Create a cost accounting record in a specific cost sequence

X

Accounting: Accounting statistics

Retrieve a statistical list of monthly accounting sequence information

X

Accounting: Accounting transaction keys

Retrieve a list of accounting transaction keys

X

Retrieve a specific accounting transaction key

X

Accounting: Various addresses

Retrieve a list of various addresses

X

Create a new address

X

Retrieve a specific address

X

Client master data: Client

Retrieve a list of clients

X

Creating a new client

X

Retrieve a specific client

X

Update a specific client

X

Retrieve a list of deleted clients

X

Retrieve the next available client number

X

Client master data: Responsibility

Retrieve a list of responsibilities for a specific client

X

Update the responsibilities for a specific client

X

Retrieve a list of areas of responsibility

X

Retrieve a list of responsibilities

X

Client master data: Client category

Retrieve a list of client category assignments for a specific client

X

Update the client category assignments for a specific client

X

Retrieve a list of client category types

X

Creating a new client category type

X

Retrieve a specific client category type

X

Update a specific client category type

X

Retrieve a list of client category assignments

X

Client master data: Client group

Retrieve the client group assignment for a specific client

X

Update the client group assignment for a specific client

X

Retrieve a list of client group types

X

Creating a new client group type

X

Retrieve a specific client group type

X

Update a specific client group type

X

Retrieve a list of client group assignments

X

Client master data: Institution

Retrieve a list of banks

X

Retrieve a list of tax authorities

X

Client master data: Legal form

Retrieve a list of company legal forms

X

Client master data: Country code

Retrieve a list of countries

X

Client master data: Version

Retrieve meta information

X

Client master data: Addressee

Retrieve a list of addressees

X

Create a new addressee

X

Retrieve an addressee

X

Update a specific addressee

X

Retrieve a list of deleted addressees

X

Client master data: Employee

Retrieve a list of consultancy employees

X

Creating a new consultancy employee

X

Retrieve a specific consultancy employee

X

Update a specific consultancy employee

X

Client master data: Corporate structure

Retrieve a list of corporate structures

X

Retrieve a specific organization

X

Retrieve a specific establishment

X

Client master data: Relationship

Retrieve a list of relationship types

X

Retrieve a list of relationships

X

Diagnostics and functional tests: Echo

Get echo

X

Diagnostics and functional tests: Domains

Get domains

X

Document management: Documents

Get a list of documents

X

Create a new document

X

Get the metadata of a specific document

X

Update metadata of an existing document

X

Delete a document in document management

X

Delete a document permanently in document management

X

Get structure items of a document

X

Add a file to an existing document structure

X

Get a single structure_item of a document

X

Update a specific structure item

X

Creates the information that a document has been transferred

X

Document management: Document files

Returns the file of a structure_item

X

Upload a single file

X

Document management: Domains

Get all domains, folders and registers that are configured for the user

X

Document management: Document states

Get all document states

X

Create a new document state

X

Get all information of a specific state

X

Document management: Info

Information of the installed DATEV document management application

X

Document management: Secure areas

List of all secure areas (only DATEV DMS)

X

Document management: Property templates

List of all property templates (only DATEV DMS)

X

Document management: Individual properties

Retrieves individual properties (only DATEV DMS)

X

Document management: Individual references1

Retrieves the first individual references (only DATEV DMS)

X

Create a new individual references value (only DATEV DMS)

X

Update a value to the individual reference1 (only DATEV DMS)

X

Delete a value of individual references (only DATEV DMS)

X

Document management: Individual references2

Information of the configurations of the second individual reference set (only DATEV DMS)

X

Create a new individual references value (only DATEV DMS)

X

Update a value to the individual reference2 (only DATEV DMS)

X

Delete a value of individual references (only DATEV DMS)

X

Service provider configuration endpoints

Returns the service provider configuration

X

Returns the resource types

X

Returns all resource schemas

X

Returns a single resource schema

X

Users

Returns all DATEV users

X

Creates a new DATEV user

X

Returns a single DATEV user

X

Updates a single DATEV user

X

Deletes a single DATEV user

X

Returns the current logged-in DATEV user

X

Groups

Returns all DATEV groups

X

Creates a new DATEV group

X

Returns a single DATEV group

X

Updates a single DATEV group

X

Deletes a single DATEV group

X

Law: Health

Checks if the server is alive

X

Law: Masterdata

Get all expense types (de: aufwandarten)

X

Get a specific expense type by its ID

X

Gets all expense category values (billing categories)

X

Get a specific billing category by its number

X

Gets all expense categories

X

Get a specific expense category by its number

X

Gets all fee versions

X

Get a specific fee version by its number

X

Gets all departments (reports)

X

Get a specific department by its ID

X

Gets all available causes

X

Gets all available security zones

X

Gets all available levels of jurisdiction or order for payment procedure (court instances/proceedings)

X

Gets all available party roles

X

Gets a specific party roles

X

Gets all available accounting areas

X

Get a specific accounting area

X

Gets all customer-created properties (free fields)

X

Law: Expenses

Gets all expenses

X

Get a specific expense object identified by its ID

X

Law: Employees

Gets all employees

X

Get a specific employee by its ID

X

Gets all contingency fees of an employee (hourly wage agreement)

X

Gets all custom fields of an employee

X

Law: Files

Gets all files (files)

X

Get a specific file by its ID

X

Gets the reference sheet of the given file (hand file sheet)

X

Gets all levels of jurisdiction or order for payment procedure of the given file (court instances/proceedings)

X

Gets all customer-created properties attached to a file

X

Gets all parties attached to the file

X

Gets all custom fields of a party that is in relation to the given file

X

Gets the budget of the file

X

Order management: Order types

Read all order types from EO Comfort

X

Order management: Client group

Read the group of a selected client

X

Order management: Orders

Read one order for a client from EO Comfort

X

Update a specific order

X

Read all orders for clients from EO Comfort - the result can be limited by using filter parameters

X

Read all monthly values of exactly one order from EO Comfort

X

Read all monthly values of orders from EO Comfort- the result can be limited by using parameters

X

Read all planned cost items of exactly one order from EO Comfort

X

Read all cost items of orders from EO Comfort - the result can be limited by using parameters

X

Read order state dates from EO Comfort for a single order

X

Read order state dates from EO Comfort

X

Read order billing state dates from EO Comfort for a single order

X

Read order billing state dates from EO Comfort

X

Order management: Suborder

Update a specific suborder

X

Order management: Expense postings

Read all expense postings of exactly one order from EO Comfort

X

Reads all expense postings from the orders

X

Creates new expense postings for one suborder in EO Comfort

X

Order management: Invoices

Read one invoice from EO Comfort

X

Read all invoices from EO Comfort- the result can be restricted by using filter parameters

X

Order management: Employees

Read all employee capacities from EO Comfort

X

Read all employees organized in groups from EO Comfort

X

Read all employees with their qualifications from EO Comfort

X

Read all employees with their cost rates from EO Comfort

X

Order management: Charge rates

Read charge rates from EO Comfort

X

Order management: Cost centers

Read all costcenters from EO Comfort

X

Order management: Fees

Read fees from EO Comfort

X

Order management: Fees

Read fee plans from EO Comfort- the result can be restricted by using filter parameters

X

Order management: Clients

Read self clients (law firm clients) from EO Comfort

X

Payroll: Employee master data batch

Get all bank details of all employees

X

Update the given bank details

X

Get all details concerning disability of all employees

X

Update the given disability details

X

Get all activities of all employees

X

Update the given activities

X

Get all the addresses of all employees

X

Update the given addresses

X

Get all employees

X

Get all employment periods of all employees

X

Get all gross payments of all employees

X

Update the given gross payments

X

Get all hourly wages of all employees

X

Update the given hourly wages or create new ones if there does not exist one yet

X

Get all the individual data of all employees

X

Get all the personal data of all employees

X

Update the given personal data

X

Get all private insurance of all employees

X

Update the given private insurance

X

Get all social securities of all employees

X

Update the given social security

X

Get all tax details of all employees

X

Update the given tax details

X

Get all tax cards of all employees

X

Update the given tax cards

X

Get the details of all employees' annual vacation entitlement which are valid for the year given in the parameter

X

Update the details of the vacation entitlements which are valid for the year given in the parameter

X

Get all vocational training details of all employees

X

Get all voluntary insurance records of all employees

X

Update the given voluntary insurance records

X

Payroll: Employee master data

Get the given bank details

X

Update the given bank details

X

Get the given disability details

X

Update the given disability details

X

Get the given activity

X

Update the given activity

X

Get the history of employee activities

X

Get the given address

X

Update the given address

X

Create a new employee

X

Get the given employee

X

Get all employment periods

X

Create a new employment period

X

Get the given employment period

X

Update the given employment period

X

Delete the given employment period

X

Get all gross payments

X

Update the given gross payments

X

Create a new gross payment

X

Get the given gross payment

X

Update the given gross payment

X

Get all hourly wages

X

Update the given hourly wages or create new ones if there does not exist one yet

X

Get the given hourly wage

X

Update the given hourly wage or create a new one if there does not exist one yet

X

Get the given individual's data

X

Get the given personal data

X

Update the given personal data

X

Get the given private insurance

X

Update the given private insurance

X

Get the given social security

X

Update the given social security

X

Get the given tax details

X

Update the given tax details

X

Get the given tax card

X

Update the given tax card

X

Get the details of the employee's annual vacation entitlement which is valid for the year given in the parameter

X

Update the details of the vacation entitlement which is valid for the year given in the parameter

X

Get all vocational training details

X

Create a new vocational training record

X

Get all vocational training details

X

Update the given vocational training record

X

Delete the given vocational training record

X

Get the given voluntary insurance record

X

Update the given voluntary insurance record

X

Payroll: Client master data

Get the given employee whose data is ready for accounting

X

Get the given employee whose data is ready for accounting

X

Get all clients

X

Get the given client

X

Get all cost centers

X

Get the given cost center

X

Update the given cost center or create a new one if there does not exist one with the given number, yet

X

Delete the given cost center

X

Get all cost units

X

Get the given cost unit

X

Update the given cost unit or create a new one if there does not exist one with the given number, yet

X

Delete the given cost unit

X

Get all departments

X

Get the given department

X

Get all financial accounting groups

X

Get all employee groups

X

Get the data relevant to client's financial accounting

X

Get all reasons for absence

X

Get the given reason for absence

X

Get all wage types

X

Get the given wage type

X

Get the working hours of a client

X

Payroll: Movement data

Get all calendar records if their allocated months match the parameter

X

Update the given calendar records

X

Create a new calendar record

X

Create the given calendar records

X

Get the given calendar record

X

Update the given calendar record

X

Delete the given calendar record

X

Get all calendar records if their allocated months match the parameter

X

Update the given calendar records

X

Create a new calendar record

X

Get the given calendar record

X

Update the given calendar record

X

Get all monthly records if their allocated months match the parameter

X

Update the given monthly records

X

Create a new monthly record

X

Create the given monthly records

X

Get the given monthly record

X

Update the given monthly record

X

Delete the given monthly record

X

Get the given monthly record

X

Update the given monthly records

X

Create a new monthly record

X

Get the given monthly record

X

Update the given monthly record

X

Payroll: Billing data batch

Get all salaries of all employees

X

Get the given salary

X

Payroll: Billing data

Get all salaries of an employee

X

Get the given salary

X

Public sector citizen portal: Diagnostics

No request for checking service health

X

Public sector citizen portal: Citizen

List of all citizens

X

Request for a single citizen

X

Public sector citizen portal: Notification

Complete metadata of all notifications by a single citizen

X

Request all metadata from a single notification

X

Request for one document from notification

X

Public sector citizen portal: Fee

All fees by a single citizen

X

Request for a single fee

X

Public sector citizen portal: Due

Request for all due dates by a single fee

X

Public sector citizen portal: Consumption

Request for list of all consumptions by single fee

X

Public sector citizen portal: Meter

Request for all meters by a single fee

X

Request for a single meter

X

Public sector citizen portal: Meter reading

Request for all meter readings by a single meter

X

Request for meter reading

X

Public sector citizen portal: Transaction meter reading

Read from transaction table

X

Update transaction table

X

Request for specific transaction

X

Public sector citizen portal: Transaction address

Read from transaction table

X

Update transaction table

X

Read distinct transaction

X

Public sector citizen portal: Transaction registration

Read from transaction table

X

Update transaction table

X

Read distinct transaction

X

Public sector citizen portal: Transaction communication

Read from transaction table

X

Update changes in transaction table

X

Read distinct transaction

X