Go to Spendesk

Activate DATEV native integration

In a few clicks, you can activate DATEV native integration on your Spendesk account.

  1. Go on Accounting > Settings

  2. Click on the button "select your accounting base"

  3. Follow the use flow and select "DATEV native integration"

  4. Confirm your choice

...DATEV native integration is now activated on Bookkeep 2.0!

<a href="https://downloads.intercomcdn.com/i/o/378496091/90e6f99b4a88a1615c37d338/Capture+d%E2%80%99e%CC%81cran+2021-08-20+a%CC%80+14.04.58.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/378496091/90e6f99b4a88a1615c37d338/Capture+d’écran+2021-08-20+à+14.04.58.png</a>

Authenticate to DATEV

Once the DATEV integration feature has been activated on your account, you will see a new widget in your Settings > Accounting page:

<a href="https://downloads.intercomcdn.com/i/o/244724639/007b77db8e26c2f4f910c4ee/Auth_1+(2).png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/244724639/007b77db8e26c2f4f910c4ee/Auth_1+(2).png</a>

Simply click on the 'Connect to DATEV' button to start the authentication process. You will be redirected to DATEV where you'll be asked to grant permission to Spendesk to retrieve the list of entities that you have access to on DATEV after login in:

<a href="https://downloads.intercomcdn.com/i/o/242969818/b33b9e32026984d8d0a299be/Auth_3.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/242969818/b33b9e32026984d8d0a299be/Auth_3.png</a>

After clicking on the 'I agree' button, you'll be redirected to Spendesk to choose the entity you want to connect with Spendesk:

<a href="https://downloads.intercomcdn.com/i/o/242969890/2f8cb8bbaf5220022a048a9a/Auth_4.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/242969890/2f8cb8bbaf5220022a048a9a/Auth_4.png</a>

If you don't have the appropriate set of permissions described above, you'll see an error message. Otherwise, you'll see a modal which will let you select the DATEV entity you want to connect with Spendesk. After hitting the 'Connect' button, you'll be redirected for the second time to DATEV to grant access to this entity to Spendesk for a 2 years period. Don't worry, you'll be able to revoke this access anytime afterwards!

<a href="https://downloads.intercomcdn.com/i/o/242970007/3d6215c942b3b768b13e87ec/Auth_5_anonymised.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/242970007/3d6215c942b3b768b13e87ec/Auth_5_anonymised.png</a>

After clicking 'I agree', you'll then, be redirected back to Spendesk. Two scenarios can happen here:

  • 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'll now see a slightly modified Accounting Settings page dedicated to DATEV:

<a href="https://downloads.intercomcdn.com/i/o/242970082/fbfe5803fd4993367cdeef63/Capture_decran_2020-09-01_a_10.48.57.png" target="_blank" rel="nofollow noopener noreferrer">https://downloads.intercomcdn.com/i/o/242970082/fbfe5803fd4993367cdeef63/Capture_decran_2020-09-01_a_10.48.57.png</a>

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