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Setting up the DATEV connection has two steps: you link your DATEV client to your paywise company, and then set up DATEV Connect — the secured bridge to your DATEV environment. You start at app.paywise.de/connect/datev/. On the DATEV verknüpfen (link DATEV) page you have two paths:

Mit DATEV-Konto anmelden

Recommended. Clients are loaded automatically, comfortable setup, automatic claim import possible.

Manuell eingeben

Alternative. Enter the consultant and client numbers directly. Fast, but no automatic client selection.

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Path A: sign in with your DATEV account

1

Start the sign-in

Choose Mit DATEV anmelden (sign in with DATEV). You are sent to the DATEV sign-in and authenticate with your own credentials.
2

Select the client

Back in paywise, the Mandant auswählen (select client) page lists the clients of your DATEV account. Under Vorgeschlagener Mandant paywise proposes the one whose name best matches your company and states the degree of similarity.If your client is not shown, choose Mandant nicht gefunden? Manuell eingeben (client not found? enter manually).
3

Confirm the terms of use

Read and confirm the Nutzungsbedingungen der DATEV-Anbindung. They cover in particular the retrieval of your client and bookkeeping data for the purpose of handing over receivables.
4

Link

Choose Verknüpfen (link).

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Path B: enter manually

1

Enter the numbers

Enter the Beraternummer (consultant number) and Mandantennummer (client number).
2

Continue to DATEV Connect

Choose Weiter zu DATEV Connect.
Where do I find these numbers? The Beraternummer is in DATEV Unternehmen Online under Stammdaten, or on documents from your tax adviser. The Mandantennummer is your unique identifier at the tax adviser and is likewise in DATEV or on your paperwork.
Manual entry sets up DATEV Connect only. For automatic claim import over the online interface you can link your DATEV account later at any time — under DATEV Einstellungen → DATEV-Konto verknüpfen.

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2. Set up DATEV Connect

Your bookkeeping data lives in your local DATEV environment (e.g. DATEVasp, DATEV SmartIT or your own servers). To connect it securely to paywise, Cloud Gateway is set up — an encrypted bridge between paywise and your DATEV system, with no VPN configuration and no firewall changes. Once set up you can:
  • Import open items automatically
  • Take over master data directly
  • Fetch documents from the DMS
  • Synchronise payments

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How the setup runs

1

Redirect to Cloud Gateway

Choose Jetzt einrichten (set up now). You are sent straight to the onboarding portal.
2

Confirm identity and sign the contract

Authenticate with your DATEV SmartCard or an identity document and sign the terms digitally.Experience says this takes 5–10 minutes.
3

Your IT partner sets up the connection

After your authorisation, your IT partner receives instructions for installing the Cloud Gateway software on a server in your network. Allow up to one working day after the authorisation.
4

Connection active

The import is then available. The current state is always visible under DATEV Connect Status.
The requested setup is time-limited. On the status page paywise shows the remaining deadline next to Angefordert am (requested on). Complete the onboarding in the Cloud Gateway portal before it expires — otherwise you must request the setup again.
If the setup breaks off, Erneut einrichten (set up again) takes you back into the flow; Im Cloud Gateway Portal fortfahren resumes an onboarding already started. Später einrichten skips the step for now.

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3. Check the connection status

Under DATEV Einstellungen → Verbindungsdetails you see your company, the Beraternummer and the Mandantennummer. On the DATEV dashboard and on the Belege online page, the connection card also shows:
  • Zugriffstoken gültig bis … (access token valid until; renewed automatically on use)
  • Verbindung gültig bis … (connection valid until)
  • Token-Verwaltung bei DATEV öffnen — DATEV’s own self-service page for granted access
When the connection expires, import and upload stop without any error message in DATEV. paywise emails you in good time before that happens — unless the integration is paused. See Troubleshooting.

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Pause or revoke the connection

DATEV deliberately offers two different routes, and they have very different effects.

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Deactivate the integration (pause)

DATEV Einstellungen → Gefahrenzone → Integration deaktivieren. Pauses all automatic imports. Settings and tokens are kept, and you can reactivate at any time. You may optionally record a reason.
Deactivating stops the import. Uploading to Belege online continues — pause that separately on the Belege online page.

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Revoke the connection

DATEV Einstellungen → Gefahrenzone → Verbindung widerrufen — or Verbindung widerrufen on the Belege online page. Both do the same thing.
paywise requests token revocation at DATEV and then removes the locally stored DATEV connection. This disconnects every DATEV feature in paywise — the upload of statements and advance invoices as well as an active auto-import.If DATEV is unavailable during the request, revocation may not have completed at DATEV even though the local connection has already been removed. In that case, check DATEV’s token management and revoke the access there as well if necessary. You can set the connection up again later, but you then have to repeat the entire authorisation process.
Claims already handed over and documents already uploaded are unaffected by the revocation.

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Questions

Write to [email protected].