Support

Frequently Asked Questions

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First Steps

For whom is the Developer Portal intended?

Our Developer Portal is for all companies that want to develop an interface to DATEV software (whether coding or designing). The content and features of the portal are therefore not only accessible for our DATEV members (members?! More information here).

How can I register on the portal?

For Login you'll need a DATEV-Konto. To register just select "No DATEV-Konto yet? Go to registration" in the Login screen.

 

Please note that we are currently piloting new features of the DATEV Developer Portal. Access to the documentation is now possible without registration.

Login to the DATEV Developer Portal and the new functions are only available to participants in the closed test phase. Other participants currently cannot be included in the test phase.

General

How can I add more people to my Enterprise Organization?

The owner and the admin of the Enterprise Organization can add further users via "Organization" -> "Selected Enterprise Organization.

Precondition: The new user must already have registered on the Developer Portal (registration takes place automatically when logging in for the first time). This user can then be added to the organization using his e-mail address.

Please note that a maximum of 20 users can be added to an organization.

How do I find out the admin of my Enterprise Organization?

Via the user administration (see top right, at the user name, menu item "My Organization") all users of the organization are listed. The admin has the role "Organization Owner". The admin role cannot currently be changed by the user. The admin of the organisation can request a change by e-mail: developerportal@datev.de.

Online APIs

How can I use the Online APIs?

To use the Online APIs an API client is needed. You will receive this as part of the app creation process.
Prerequisite for the creation of an app is the membership with appropriate rights in an Enterprise Organization.

An app can then be created in the app overview. To do this, go to "Manage apps" under "Organization" and initiate the process with "Create new app".

How does communication with the DATEV data center work?

DATEV has implemented the web standards OAuth 2.0 and OpenID Connect for communication with the DATEV data center.

Two main components are required for data exchange:

1. An API client (Client app)

2. An DATEV identity (person) with a DATEV login medium (SmartCard/SmartLogin)


DATEVconnect online


The API Client is the identification of the client app to the DATEV data center. Each API client receives its own client ID and a client secret. With this data, the client app authenticates itself to the DATEV data center.

Important note: Such API clients are currently only assigned as part of a partnership with DATEV. During the 2nd half of the year in 2021, we would like to make our web services available to all interested parties. API Clients can then be registered directly via the Developer Portal itself. As soon as we can publish our online APIs, we will inform via the blog. So interested parties should take the opportunity now and subscribe to the #Online API on the blog.

In a further step, a DATEV identity with a DATEV authentication medium (SmartCard/SmartLogin) must allow the client app to access the web services in the DATEV data center. When the user grants authorization, the client app receives a token for communicating with the DATEV data center.

What does subscription mean?

After successfully creating an app (API client), the desired online APIs must be subscribed to. By clicking on "Subscribe", the respective APIs are assigned to the app and can then be used by the app.

Online APIs, Data Services, DATEVconnect online?

Our online APIs can basically be divided into two types:


1. DATEV Data Services is the term for our APIs in the DATEV data center with a user authentication. Authentication & authorization is handled via the web standards OAuth 2.0 & OpenID Connect. With DATEVconnect online, a wide variety of DATEV data services can be used. Each individual data service can consist of one or more APIs. Some APIs are used by many data services. This level of APIs is published here in the Developer Portal in section Documentation > Online APIs. Which data services use which online APIs is also explained here in the FAQs.

DATEVconnect online was the original name. The name was changed to DATEV Data Services (Datenservice) in May 2021


OA-DCO-DS


2. APIs in the DATEV data center without user authentication. These APIs allow access to non-confidential data (neither personal nor company-related). This can be, for example, access to knowledge databases. Currently there is no published API of this type in the Developer Portal.

Buchungsdatenservice

This data service makes it possible to transmit the CSV files in DATEV-Format (see also documentation > file interfaces) directly to the DATEV data center. Since the familiar DATEV-Format serves as the data basis here, extensive transaction and master data for DATEV Rechnungswesen can be transmitted. In addition to the CSV files, associated documents can also be transmitted directly to the DATEV data center. This ensures that, for example, invoice dataset are also directly linked with the documents.

For the Buchungsdatenservice, the following online APIs are to be implemented:

  • accounting:extf-files: transfer of CSV file
  • accounting:documents: transfer of the document/images
  • accounting:clients: query user rights & metadata for accounting

More information about the data service is here.


Rechnungsdatenservice 1.0

This data service enables the XML files in the format DATEV XML-Schnittstelle online (see also documentation > file interfaces) to be transmitted directly to the DATEV data center. Accordingly, the same use cases can be realized with the data service as with the DATEV XML-Schnittstelle online. This includes, above all, the transmission of invoice and cash data for DATEV Unternehmen online (data and documents).

For the Rechnungsdatenservice 1.0, the following online APIs are to be implemented:

  • accounting:dxso-jobs: transfer of XML file
  • accounting:clients: query user rights & metadata for companies online

More information about the data service is here.

Belegbilderservice

This data service enables the transmission of documents directly to DATEV Unternehmen online or Belege online.

The following online APIs are to be implemented for the Belegbilderservice:

  • accounting:documents: transfer of documents (PDF, TIFF, PNG, etc.)
  • accounting:clients: query user rights & metadata for Belege online

More information about the data service is here.

Desktop APIs

Where can I find further information regarding "DATEVconnect"?

More Information about DATEVconnect can be found here.

How can I set up DATEVconnect?

DATEVconnect can be set up using the detailed description.

How can I test the Desktop APIs?

The desktop APIs can be tested in two ways:

  • Own DATEV software installed on a PC/server or cooperation with a customer who has installed the DATEV software (recommended)
  • Desktop Sandbox: DATEV provides three virtual machines via the Developer Portal for first tests of the desktop APIs. The access data can be generated via Organization > My Organization > "Desktop Sandbox". Detailed login instructions can be found there as well.

  • Please note:
    • The login data is reseted every 90 days. After the reset, new login data can be easily requested.
    • There are only three virtual machines available in total. If all three machines are in use, you should try again at a later time.