> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paywise.de/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect DATEV

> Link your DATEV client, set up DATEV Connect and authorise the connection

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/](https://app.paywise.de/connect/datev/).

## 1. Link the client

On the **DATEV verknüpfen** (link DATEV) page you have two paths:

<CardGroup cols={2}>
  <Card title="Mit DATEV-Konto anmelden" icon="right-to-bracket">
    **Recommended.** Clients are loaded automatically, comfortable setup, automatic
    claim import possible.
  </Card>

  <Card title="Manuell eingeben" icon="keyboard">
    **Alternative.** Enter the consultant and client numbers directly. Fast, but no
    automatic client selection.
  </Card>
</CardGroup>

### Path A: sign in with your DATEV account

<Steps>
  <Step title="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.
  </Step>

  <Step title="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*).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Link">
    Choose **Verknüpfen** (*link*).
  </Step>
</Steps>

### Path B: enter manually

<Steps>
  <Step title="Enter the numbers">
    Enter the **Beraternummer** (consultant number) and **Mandantennummer** (client
    number).
  </Step>

  <Step title="Continue to DATEV Connect">
    Choose **Weiter zu DATEV Connect**.
  </Step>
</Steps>

<Info>
  **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.
</Info>

<Note>
  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**.
</Note>

## 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

### How the setup runs

<Steps>
  <Step title="Redirect to Cloud Gateway">
    Choose **Jetzt einrichten** (*set up now*). You are sent straight to the
    onboarding portal.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Connection active">
    The import is then available. The current state is always visible under **DATEV
    Connect Status**.
  </Step>
</Steps>

<Warning>
  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.
</Warning>

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.

## 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

<Warning>
  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](/en/integrations/datev/troubleshooting).
</Warning>

## Pause or revoke the connection

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

### 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.

<Note>
  Deactivating stops the **import**. Uploading to Belege online continues — pause that
  separately on the Belege online page.
</Note>

### Revoke the connection

**DATEV Einstellungen → Gefahrenzone → Verbindung widerrufen** — or **Verbindung
widerrufen** on the Belege online page. Both do the same thing.

<Warning>
  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.
</Warning>

Claims already handed over and documents already uploaded are unaffected by the
revocation.

## Questions

Write to [info@paywise.de](mailto:info@paywise.de).