📋 Overview

This integration connects with two DATEV components:

• DATEV Rechnungswesen – On-premise accounting software (main data source)

• DATEV Unternehmen Online (DUO) – Cloud portal used only for sending attachments such as documents, invoices, or receipts

  If you don’t plan to send attachments, DUO is not required.

This connection requires installing a Local Agent on the server where DATEV is running.

⏱ Estimated time: 5 minutes for a complete installation.

(Make sure to verify that your system meets all the conditions listed in the Prerequisites section below 👇 )

🚨 PREREQUISITES (conditions to be met prior to connection)

1. Licenses

How to confirm licenses:

• In DATEV Arbeitsplatz, go to Licence Management (Lizenzverwaltung) to view installed licences.

• Or request confirmation from your DATEV administrator, accountant (Steuerberater), or DATEV service partner.

2. User Account Requirements

You must provide the Windows username and password of a Windows user account that is linked to a DATEV user with the following permissions:

✔ Access to the relevant mandate/company in DATEV Rechnungswesen
✔ Rights to use the DATEVConnect service
✔ Sufficient rights to read/write accounting data (depending on integration scope)

DATEV requires that API authentication is conducted using a Windows login that is mapped to a DATEV user account. This mapping is configured in DATEV Benutzerverwaltung (User Management).

⚡️ CONNECTION

Step 1: Choose a name for your connection. (If the connection name field isn’t visible, simply skip this step and continue.

Step 2 : Choose whether you want to send attachments

• If your integration needs to send PDF invoices, receipts, or supporting documents to DATEV, select Yes to enable attachments.

• This requires a valid DATEV Unternehmen Online licence (see above in prerequisites section)

Step 3 : Enter your Consultant Number and Client Number.

Enter your Consultant Number and Client Number.

Where to find them ? 👇

• Go to DUO sign-in page

• Click Show document overview

• The numbers are shown on the right, below Settings:

  • First number = Consultant Number (5696507 in the example)

  • Second number = Client Number (55003 in the example)

Step 4 : Fill in you Windows user and password linked to DATEV account

Enter the Windows username and password of the user linked to the DATEV account, as described in prerequisites.

Step 5: Click "Authorise" to finalise the connection.

Once you have clicked, a new dialog page will pop up to choose how you want to receive the installer to be installed on your DATEV mahcine. Installation take 1 min and is explained in the next section

💿 INSTALLATION

Step 1: You have the file named: “Setup.zip”. Extract the file to a folder “Setup” (click right, and do Extract All). It is important to first extract the zip before double clicking on it.

Step 2: Open the folder “Setup”. The folder should contain two files:

• settings.json : you do not have to edit this file, it contains the credentials needed to make the bridge to DATEV

• SetupLocalAPIService.exe: This is the file we need to make the installation

Step 3: Double click on “SetupLocalAPIService.exe” to start the installation. To complete the installation, you need to go through each step:

• Select the language of the installation screen

• Select the installation type: "standard installation" is recommended

• In this step, it’s important to select the settings.json extracted in the downloaded file. By default, it should already have selected that file.

Continue through the different steps until you get a message saying that the installation is successful

Once done, your connection to DATEV will be fully active. 🎉 🕺