Spendesk supports a native integration with DATEV UO, allowing you to seamlessly export your payables, documentary evidence and payments.
Prerequisites:
You have followed the prerequisites to use the DATEV UO integration;
You must be an Account Owner or Controller in Spendesk.
Connection steps
In order to activate the integration, you can switch integration on your Spendesk account, and proceed with the initial configuration on DATEV UO.
Step 1 - Select integration on Spendesk
Step 1 - Select integration on Spendesk
Go to Spendesk and navigate to Settings > Accounting Setup and click Switch Integration.
Choose DATEV in the dropdown.
Read through an explanation of what switching an accounting integration means and click Continue.
Click Switch Integration.
Step 2 - Authentication on DATEV UO
Step 2 - Authentication on DATEV UO
You then need to click on Connect to DATEV to start the authentication process.
You will be redirected to DATEV UO where you will be asked to grant permission to Spendesk to retrieve the list of entities that you have access to on DATEV after login in:
After clicking on I agree, you will be redirected to Spendesk to choose the entity you want to connect with Spendesk.
If you don't have the appropriate set of permissions described above, you will see an error message. Otherwise, you will see a modal to select the DATEV entity you want to connect with Spendesk. After hitting the Connect button, you will be redirected for the second time to DATEV to grant access to this entity to Spendesk for a period of 2 years.
Note: You will able to revoke this access anytime afterwards.
After clicking I agree you will be redirected back to Spendesk. There are two possibilities:
The authentication process failed because of missing permissions: Spendesk will ask you to check your permissions and retry the authentication flow.
The authentication process succeeded: you will the below page with DATEV UO account details:
Next steps
You can now start the configuration of Spendesk to use DATEV UO accounting setup.