Connecting DATEV

Prerequisites

Get your Mandant ID from your tax advisor
- Format: datev:iam:client:{consultant_number}-{client_number}
- Example: datev:iam:client:455148-1
- Your tax advisor can provide the consultant number (Beraternummer) and your client number (Mandantennummer)
Authorize the connection
- Click "Connect" in the Vault
- You will be redirected to DATEV's login page
- Log in with your DATEV credentials (Benutzerkonto)
- Grant access to the requested scopes
Configure settings
- Enter your Mandant ID
- Select your environment (Sandbox for testing, Production for live data)

Setting	Required	Description
DATEV Client ID (Mandant)	Yes	Your tenant identifier from your tax advisor
Environment	Yes	Sandbox or Production

Operation	Description
List/get company info	View your Mandant details
List/get ledger accounts	Read chart of accounts
List/get journal entries	Read accounting sequences
Get balance sheet	Read trial balance aggregated into assets/liabilities/equity
List tax rates	Read tax rates derived from chart of accounts
List/get/create customers	Read Debitoren accounts and push master data
List/get/create suppliers	Read Kreditoren accounts and push master data
Create journal entries	Push Buchungsstapel (posting batches) via EXTF CSV
Upload documents	Push invoices and receipts to Belege Online

Bidirectional: This connector reads accounting data FROM DATEV and writes data TO DATEV.
Async processing: Journal entries and master data uploads are processed asynchronously by DATEV. There may be a delay before they appear in your tax advisor's system.
EXTF format: Journal entries are automatically converted to DATEV's EXTF CSV format.

Issue	Solution
"Unauthorized" after connecting	Your DATEV token may have expired (15-minute lifetime). Reconnect to refresh.
Journal entries not appearing	DATEV processes uploads asynchronously. Wait a few minutes and check with your tax advisor.
"Client not found"	Verify your Mandant ID format: `datev:iam:client:XXXXX-Y`