Exchange all your documents automatically
with DATEV

How to automate
the DATEV integration

1. 1.

   Start the integration process

   To connect the interface between DATEV and GetMyInvoices, go to your name at the top right and click “Synchronisation” in the drop-down menu.

   
2. 2.

   Add a synchronisation target

   After clicking Synchronisation, you are in the synchronisation accounts area. Click the plus icon at the top right.

   
3. 3.

   Connect GetMyInvoices and DATEV

   A small window then opens. Please click “Export” here.

   
4. 4.

   Add a synchronisation account

   You can now search for DATEV, click the DATEV tile, then click “Weiter”.

   
5. 5.

   Start the DATEV transfer

   In this example we send only the documents with all their data to the interface. In the “Kontotyp” field, select “DATEV Rechnungsdatenservice 1.0”.

   
6. 6.

   Important notes on configuration

   On top of the basic export functions, use the advanced settings to tailor how invoices are sent to DATEV Unternehmen Online.

   • Keep the settings accurate: Check and adjust every option so the export runs without errors.
   • Archive after export: In this example, invoices are archived automatically after a successful export. You can turn this option on or off as needed.
   • Then click “Weiter”.
   
7. 7.

   Connect to DATEV Belegbilderservice Rechnungswesen

   Choose how long the token lasts

   When you set up the DATEV Rechnungsdatenservice 1.0 interface, you define how long the token stays valid. That decides how long the interface stays active before you have to sign in again.

   You have two options:

   • Short - 11 hours: After that you must renew the token by hand.
   • Long - 2 years: The token stays valid for two years and must then be renewed.

   Connect to DATEV Belegbilderservice Rechnungswesen

   1. Select the token lifetime you want.
   2. Click “Mit DATEV Rechnungsdatenservice 1.0 verbinden”.
   3. A pop-up opens – confirm the login with one of these methods:
      1. SmartCard
      2. SmartLogin
   
8. 8.

   Select the client and continue the connection

   After you have set the token lifetime and confirmed the login, select your client to finish setup.

   • Click the “Mandant” field.
   • Choose the client you want from the list.
   • Then click “Mit DATEV Belegbilderservice Rechnungswesen fortfahren”.
   • In the next window, approve the connection.
   
9. 9.

   Start the export

   In the last step you add the Rechnungsdatenservice 1.0 interface and set how data should be transferred.

   Define the storage location in the DATEV Stammverzeichnis

   You can set where invoices are stored in the DATEV Stammverzeichnis using these parameters:

   • Kategorie
   • Ordner
   • Register

   DATEV can create these values automatically via the API, or you can enter existing values by hand.

   Additional settings

   • Standardkostenstelle: Enter a cost centre that is sent with the invoices automatically.
   • Geschäftspartner-Nummer: Enter a business-partner number so invoices are assigned to a specific party.
   • Exportzeitraum: Optionally pick a period so only invoices from that window are exported.

   Start the export

   1. Check every value you entered.
   2. Click “Speichern” to confirm the settings.
   3. The export starts and invoices are transferred to Rechnungsdatenservice 1.0 according to your configuration.