A jointly scoped pilot with agreed systems, examples and acceptance criteria.
Clarify the appropriate data service and available permissions
Map documents, master data and references for one data flow
Test transfer status, retries and reconciliation with the specialist team
Scope, project price, schedule and required provider services are agreed before commissioning. Handover includes the agreed technical documentation and introduction.
Monitor one configured transfer path and handle responses and interface changes.
Technical takeover of the agreed existing solution
Agreed monitoring, troubleshooting and change maintenance
Documented handover of open issues and completed changes
Monthly price, allowance, service hours, term and cancellation are agreed separately. Infrastructure, licences and on-call support are included only when explicitly offered.
Source system, required data and existing DATEV products
A subject contact in accounting or the tax practice, plus anonymised examples
A description is enough for your first enquiry. We will then agree suitable ways to exchange files and arrange access.
What the scope covers
DATEV data services have different usage and integration requirements. Partner status, licences and API approval are not assumed. The responsible specialist team determines account assignment and tax treatment.
We check the package against your project. Your enquiry is non-binding; commissioning and scheduling are agreed afterwards.
UNDERSTAND THE TOPIC
Connecting DATEV: choose the data service before the interface.
DATEV distinguishes several data services. A document image service transfers documents, while other services handle structured invoice or accounting data. The appropriate handover depends on what the source system provides and where further processing will happen.