Business OS - DATEV

business os is a german platform for managing customer relationships, sales pipelines, and business processes integrating business os with make com allows users to automate lead management, synchronize contacts, and streamline deal tracking across their business tools this is ai generated content based on official business os datev documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact business os datev https //www business os de/impressum directly requirements to use the business os datev app in make, you must have an active account and a registered oauth client with client id and client secret, create your account on business os datev https //www business os de/ for subscription, refer to the business os datev pricing page https //www business os de/ connect business os datev and to get started, you must first create a connection between business os datev and , allowing the two services to communicate obtain your api key in your business os datev account create the connection in make obtain your api key in your business os datev account before you create the connection in , you should first obtain your api key in your business os datev account to obtain your api key navigate to your account settings navigate to the api section click the button to generate a new api key copy the api key displayed on screen you will use this value while creating a connection in because the ui might have changed, the steps you see on your screen might be different, check the vendor documentation for updates https //docs business os de/api reference/endpoint/datev rewe read buchungsdaten create the connection in account https //www make com/en/register , add the business os datev module to your , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your business os datev account or follow the on screen instructions to create the connection for detailed information on connecting an application, see connect an application docid\ so88fm6pkt0g adkddfzz page business os datev modules after connecting to the business os datev app, you can choose from a list of available modules to build your duo beleg bereitstellen uploads a document to datev unternehmen online for processing or storage duo belegtypen auflisten retrieves a list of document types available in datev unternehmen online details eines geschäftsjahres displays the details of a specific fiscal year erstelle eine buchung creates a new accounting entry in datev rechnungswesen for your financial records erstelle einen buchungsvorschlag creates a booking proposal in datev unternehmen online for your financial transactions erstelle einen kassenbucheintrag (advanced) creates a cash book entry in datev unternehmen online, including additional details such as tax rates and general ledger accounts erstelle einen kassenbucheintrag (einfach) creates a basic cash book entry in datev unternehmen online for financial record keeping kassenbücher auflisten retrieves a list of all cash books available in datev unternehmen online make an api call allows you to send a custom api request to business os, enabling you to access and interact with endpoints that are not available through the standard modules personenkonto erstellen creates a customer or vendor account in datev rechnungswesen; if the account already exists, it will be updated rewe beleg bereitstellen creates and provides a document in datev accounting rewe belegtypen auflisten displays all document types available for the selected datev accounting client rechnungsordner auflisten retrieves a list of all invoice folders available in datev unternehmen online templates you can look for more templates in make's template gallery https //www make com/en/templates , where you'll find thousands of pre created business os datev resources you can have access to more resources related to this app on the following links business os datev website https //www business os de/business os datev documentation n/abusiness os datev api documentation https //developer datev com/apisbusiness os datev page on make https //www make com/en/integrations/business os datev